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Any plans to allow merging Relationships?

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katerina_nemcova

Hello Gainsight Team!

 

The ability to merge accounts is fabulous, specially if you are like us and have tons of duplicate/bad accounts in SFDC that need cleaning up.  

 

Is there any plan to allow merging of relationships in the same way as merging of accounts? For us, if we merge an account, we also need to merge any relationships under those accounts (not always but in many cases anyway) and currently it seems that they are simply added / duplicated and can only be deleted which would mean losing the data 

 

Thanks

 

Katerina 

25 replies

john_apple
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  • 468 replies
  • July 3, 2020

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


jean.nairon
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  • 421 replies
  • July 10, 2020

That would be awesome!


sai_ram
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  • 3727 replies
  • July 27, 2020
john_apple wrote:

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

@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.


johntrask_bt
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  • Contributor ⭐️⭐️⭐️⭐️⭐️
  • 64 replies
  • July 21, 2022

Any update on this? 


anirbandutta
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  • 1804 replies
  • July 25, 2022
Updated idea statusUnder ConsiderationAcknowledged
Idea merged into:
andrew_biehle

All the votes from this idea have been transferred.

anirbandutta
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  • 1804 replies
  • January 5, 2023
The following idea has been merged into this idea:
andrew_biehle

All the votes have been transferred into this idea.

anirbandutta
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  • Expert ⭐️
  • 1804 replies
  • January 5, 2023

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


Shilpa Gumnur
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  • Gainsight Employee ⭐️
  • 87 replies
  • January 5, 2023

@Dheepak G is the right person for this query.


anirbandutta
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  • 1804 replies
  • January 6, 2023

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


mindy
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  • 52 replies
  • January 18, 2023

@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


Dheepak G
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  • 31 replies
  • January 20, 2023

[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. 

 


Dheepak G
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  • 31 replies
  • February 2, 2023

[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 : 

 


anirbandutta
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  • 1804 replies
  • February 3, 2023
The following idea has been merged into this idea:
andrew_biehle

All the votes have been transferred into this idea.

Stuart
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  • 144 replies
  • April 28, 2023

+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


Stuart
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  • 144 replies
  • May 3, 2023

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!


Dheepak G
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@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


Dheepak G
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Updated idea statusAcknowledgedIN DEVELOPMENT

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  • Contributor ⭐️⭐️⭐️
  • 17 replies
  • July 17, 2023

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


Do we have any timeframe of this feature for beta?


alizee
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  • VIP ⭐️⭐️⭐️⭐️⭐️
  • 649 replies
  • November 24, 2023

@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. 


angela_domenichelli
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  • Contributor ⭐️⭐️⭐️⭐️⭐️
  • 243 replies
  • February 22, 2024

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


Dheepak G
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  • 31 replies
  • March 15, 2024

[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


Dheepak G
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  • 31 replies
  • June 7, 2024

[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.


Dheepak G
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  • 31 replies
  • June 7, 2024
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