Ability to filter out Milestones from Company Merge
Hi there -
Similar to my idea below, I’d like to see the Company Merge tool be more flexible, especially when it comes to migrating Timeline entries.
Our use case is that we periodically have Accounts merge in Salesforce, which I then need to merge in Gainsight. Easy enough, but the problem is that we have numerous automatic milestones set up in our instance, so every time a Company record gets orphaned because of a merge, it gets many of these auto-generated milestones posted to the Timeline (CSM removed; status changed to churn; etc.).
When it comes time to merge the losing Company record to the winning one, those milestones also get merged over unless I manually delete them. I’d like to see the product allow us to get more granular on which Timeline entries to migrate, or, failing that, perhaps suggest an alternate solution involving the CLI tool? I’m open to that too, although this seems impractical due to Company merge logs not being too accessible in the backend. Thanks.