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Because S4S Cloud Send2CRM allows a Visitor record to be related to more than one parent record, and to be related using custom lookup fields, some additional configuration may be required.

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By default when a Lead or Contact is deleted and the Visitor is no longer related to any other object, the Visitor record will be deleted. This includes all Visitor-related data such as Sessions and Stats because these use master-detail relationships.

S4S Cloud allows disabling cascade deletion Cascade deletion may be disabled by checking Disable Cascade Delete Visitors in the org-wide custom settings. This will retain Visitor and related records indefinitelyeven when all master objects are deleted.

Cascade delete custom relationships

Lead and Contact relationships are included out-of-the-box with S4S CloudSend2CRM, no additional steps are necessary for these objects.

If you added a custom identification relationship and would like to cascade delete Visitor records, an additional trigger will be required.

/**
 * Trigger to cascade delete S4S CloudSend2CRM Visitors.
 */
trigger CustomObjectCascadeTrigger on CustomObject__c (after delete) {
  // Cascade delete all related Visitors, whereunless notstill related to other records.
  // No deletion will occur if cascade delete is disabled by custom setting.
  FuseIT_S4SCloudsend2crm.VisitorHelper.cascadeDeleteVisitors(Trigger.oldMap.keySet());
}

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