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HELP ARTICLE

Disassociate a CRM Record


If you have a lookup field on a record in CRM that you want cleared so it is blank you can use this process. SmartConnect will utilize the CRM SDK to remove the link between the two records.

Setup

In this example I am going to remove the primary contact from an Account record. As part of the process you will need to have the unique identifier (GUID) from both records. I have setup my data source as a CRM query to give me both guids. If your source does not have the guids already, you can use an entity lookup in your destination to find them.

In the destination, you will select the parent entity, in my case that is Account. Then check the box for ‘Include advanced messages’. This will add several new nodes to be mapped. The one we are interested in is ‘Account – Disassociate Record’

Related Entities: An entity lookup or entity reference to the child entity record that you no longer want.

Relationship: A relationship additional column. This defines which relationship is being removed and will be selected from the parent entity.

Target: An entity lookup or entity reference to the parent containing the lookup field.

If you have any further questions, feel free to contact our support team at support@eonesolutions.com

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