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When do Activity Attachments roll up to the related Account?

Knowledge Article Number 000003747
Description

In some circumstances, Attachments on Activities will also appear in the Notes & Attachments related list on the related Account. When is this expected to occur?

Resolution

When there are Attachments on a Task or Event that is related to an Account, Contact, Case or Opportunity, those Attachments will roll-up to appear in the Notes & Attachments related list on the Account record.





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