Four days ago, I created a 2nd contact set for a customer because they wanted a set of 482 contact records separated from the main business dataset.
Instead of Copy/Move records, I've had better luck, in the past, just creating a transfer set because I didn't need to include customizations (included when creating the 2nd dataset) and also wanted to exclude emails since they would be in the shared database. Once the records were safely retrieved in the 2nd dataset, I could delete them from the main dataset.
Created a sync filter for just the 482 contacts, based on the Record Type field, to be retrieved in the dataset2; Retrieved the 483 contacts just fine into dataset2.
After reviewing dataset2 and happy with the results, I went back into original dataset, used the same filter and deleted the 483 contact records.
Yesterday, we were told that we should have also included about 145 additional records, with a different Record Type that are shared between the two divisions. I created a filter for these 145 records in the original dataset and created a transfer set. I retrieved them into the dataset2 and now the database had a little over 600 contact records.
Nothing was done on the original contact set because we were just copying and not moving.
The customer who uses the contact2 dataset called yesterday and said all her 482 records were gone. I was hoping it was a Record Owner/Curtaining issue since they relied heavily on that and perhaps the transfer set did something to reverse the record ownership - wishful thinking. The records were gone. Only the 145 records from the transfer set yesterday were there.
When I created the transfer set for the 145 contact records to be retrieved yesterday into dataset2, I included deletions in the sync wizard, thinking that it would only include deletions within that filter. So is this a normal feature that the retrieval would look at all deleted contact records from the original dataset?
Fortunately, I made a backup of the original database before I began and I had a copy of the original transfer set. However, they have lost 2 days of entries.
All I have are the contact set logs with the deletion flags.