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pele
Helper ⭐️⭐️⭐️
July 26, 2018
Question

Do merged accounts keep timeline entries?

  • July 26, 2018
  • 11 replies
  • 269 views
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 ⭐️⭐️⭐️
June 16, 2020

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

VP of Customer Success at Forcepoint