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Looking for guidance on the “Copy to Account” feat...
# administration
s
shubs
10/30/2020, 8:18 PM
Looking for guidance on the “Copy to Account” feature. Seems pretty straightforward, but I’m trying to copy a custom record from Sandbox to Production and it says its successful, but I don’t see it in prod. Sometimes I get an internal error.
d
David B
11/01/2020, 8:29 PM
Hey, make sure you meet/have done the prerequisites for using 'Copy to Account':
SA: 82332 "Setting Up Copy to Account"
s
shubs
11/02/2020, 12:47 PM
Yes, SDF and Copy to account is enabled in both source/target accounts. In 2020.2 release in both. 😕 Not sure what the issue is tbh.
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