Any plans to allow merging Relationships?

Forum|Forum|6 years ago
July 2, 2020
25 replies
531 views

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

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alizee

VIP ⭐️⭐️⭐️⭐️⭐️

@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.

The most expensive part of building is the mistakes. That's true in construction. Not so much in CSOps. So ask questions, make mistakes and learn. All views expressed here are my own.

angela_domenichelli

Contributor ⭐️⭐️⭐️⭐️⭐️

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

Angela Domenichelli (She/Her/Hers)

Dheepak G

[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

[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

New Idea→Released

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