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pele
pele
Helper ⭐️⭐️⭐️
Jul 26, 2018 7:57 PM UTC
Question

Do merged accounts keep timeline entries?

If a Salesforce account records are merged, are the timeline entries from both accounts kept? I don't think it's possible yet to reassign account IDs to timeline entries via rules or some other sort of migration tool, and not quite sure what would happen.

We're going through the process de-duping SFDC accounts. I know we can merge Customer Info records via Data Anomalies, but haven't seen what happens to the timeline entries. 

It'd be a bummer to have to manually recreate entries from one account to the another. 

    11 replies

    angelahibdon
    angelahibdon
    Contributor ⭐️⭐️⭐️⭐️
    Jul 26, 2018 8:18 PM UTC
    Ha! I just found this out the hard way. Yes and No.  We had 3 accounts merged into one and I was not notified in advance. All the timeline entries were no longer visible in the timeline of the new account. The entries are still kept in the MDA, however. I ran a report to grab all the timeline entries from the old accounts and sent it to support and they were able to load it to the new merged account. So, it's all back now. 

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    Angela Hibdon
      dan_ahrens
      dan_ahrens
      Expert ⭐️⭐️⭐️
      Jul 26, 2018 8:58 PM UTC
      If you submit a support case, our support team can get the merged data correctly remapped for you. 
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      VP of Customer Success at Forcepoint
        pele
        peleAuthor
        Helper ⭐️⭐️⭐️
        Jul 26, 2018 9:13 PM UTC
        this is great info/background to know– thanks for sharing!
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        pele
        peleAuthor
        Helper ⭐️⭐️⭐️
        Jul 26, 2018 9:16 PM UTC
        Thanks, Dan! Good to know.
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        sagan_sherlin
        sagan_sherlin
        Helper ⭐️⭐️
        Jul 27, 2018 3:54 PM UTC
        Hey Dan - So, if we have like 4 accounts that we need to merge...support could merge them and keep all the information? Timeline & CTA information?
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        dan_ahrens
        dan_ahrens
        Expert ⭐️⭐️⭐️
        Aug 3, 2018 9:48 PM UTC
        That's correct Sagan. 
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        VP of Customer Success at Forcepoint
          samantha_braastad
          samantha_braastad
          Contributor ⭐️⭐️⭐️⭐️⭐️
          Aug 10, 2018 3:09 PM UTC
          Is this something on the roadmap for 'Data Anomalies'? With over 25K customers and merges happening from our Sales team, we could easily miss that an account has been merged and needs to be updated. 
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          sagan_sherlin
          sagan_sherlin
          Helper ⭐️⭐️
          Aug 17, 2018 8:21 PM UTC
          As always Dan, you're amazing. Thank you! I'll start getting those accounts put together for the amazing Support team!
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          smathew4
          smathew4
          Contributor ⭐️⭐️⭐️⭐️
          Apr 2, 2020 9:53 PM UTC

          A year old, but wanted to echo @samantha_braastad ‘s question. Do I still have to send in a support ticket, or does Data Anomalies now handle this from end-to-end?

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          smathew4
          smathew4
          Contributor ⭐️⭐️⭐️⭐️
          Jun 16, 2020 3:54 PM UTC

          @dan_ahrens Wondering if you are able to weigh in on my last comment. Thanks!

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