Any plans to allow merging Relationships?

@sai_ram can you make this post an Idea for voting?

That would be awesome!

@john_apple open for voting! 

Hello everyone, we do have plans to provide the Relationships Merge functionality. We may not be able to give out a concrete timeline at this point in time though. We will keep you posted on the updates about this functionality.

Any update on this? 

@Shilpa Gumnur, @Dheepak G pl take a look at this idea 

@Dheepak G is the right person for this query.

Hi everyone. Happy to report that person merge would soon be available with our next release.

@anirbandutta - not sure how the person merge functionality is relevant to this thread. Any updates on relationship merges?? This is still our number one pain point in Gainsight that causes a lot of havoc

[Update] - We are picking this item on priority in the upcoming quarters. Please feel free to reach out to me on community if you would like to talk about any specific requirements in the same regard. Alternatively, i would also be coming up with a VCAM shortly to get your feedback and further understand the pain points. 

 

[Update] As promised, we are having a VCAM to identify all the use cases for Relationship merge and would love to hear from you guys on the same. 

Here is the link to the VCAM announcement : 

• Virtual Customer Advisory Meeting - Relationship Merge : MVP & design

+1 on this enhancement request.  Crazy this feature doesn’t already exist given the requests for 2+ years!

@Dheepak G the use case here: If accounts are merged in SFDC, the accounts also require to be merged in Gainsight to preserve timeline activities, CTAs, etc.  We (pretty much) align products and relationships 1:1, so now we have a scenario where Companies have multiple relationships for the same product, with timeline activities etc split between them and no path to be able to merge.  I noted the VCAM in February, so hopefully the Product and Engineering teams have a solution in the works right now!

Can you please advise:

• Suggested alternate solution to resolve in the absence of this feature?
• When is the feature expected to be available for beta testing?

Thanks,

Stuart

Hey @Dheepak G @anirbandutta @Shilpa Gumnur @Mlang,

Just a little nudge on the above requests:
 

• Suggested alternate solution to resolve in the absence of this feature?
• When is the feature expected to be available for beta testing?

Thanks!

@Stuart We have started development on relationship merge / reparenting and is expected to be in Beta/GA soon, i will keep this thread updated to provide an ETA for the same. Meanwhile, incase if you require any specific help in this regard please contact our support teams

Do we have a timeframe of when this will be releasing?

Do we have any timeframe of this feature for beta?

@revathimenon @Dheepak G  Can we have a timeframe for this? We’ve just launched relationships and we do have a few merges required to clean-up some oddities. Always best than having to delete one of the two. 

Would love an update here!  We need to keep Relationships in sync with Salesforce.

[update] We are nearing the end of our development phase and are anticipating a release in the upcoming quarters. Details on the release plan will be updated shortly in the upcoming release notes and I'll ensure to keep this thread updated as well

[update] We have released Relationship Merge / Reparenting as GA with April 2024 release. Kindly refer this documentation to know more on how to use the feature.