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You have to adopt an ERP mindset when working with Salesforce. That is you are trying to satisfy auditors and have a clear permanent record. You do not update k
by rawgabbit 6y ago
You have to adopt an ERP mindset when working with Salesforce. That is you are trying to satisfy auditors and have a clear permanent record. You do not update key fields like Case Number. Usually you deactivate or soft delete a record. You then repoint the external systems to the new record.