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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

dan_ahrens
Expert ⭐️⭐️⭐️
Jun 16, 2020 4:53 PM UTC

Hi all, there’s a new feature from the June release called Company Merge which allows you to merge two companies into one and keep all of the Gainsight data. 

 

More details here: https://support.gainsight.com/SFDC_Edition/Data_Management/Managing_Data_In_Gainsight/Company_Merge

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VP of Customer Success at Forcepoint