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christopher_sanderson
christopher_sanderson
Helper ⭐️⭐️
March 9, 2018
New Idea

Reparenting tool in Gainsight for merged accounts

Related products:CS C360 & R360 & P360
  • March 9, 2018
  • 8 replies
  • 198 views
Hello

Often times in SFDC, their can be mergers and acquisitions, or even just general clean up efforts, where accounts and their children records get merged.  SFDC has a very clean process for this.

Wondering how we can achieve parity in Gainsight.  Examples include having two accounts merge in SFDC, then allowing someone to manually fire a process that looks at all records in Gainsight between Account 1 and merging to Account 2.

Part of this will require allowing "re-parenting of children records", which is currently UNCHECKED (FALSE) on all Gainsight objects.

      8 replies

      erik_chase
      erik_chase
      Contributor ⭐️⭐️
      March 9, 2018
      It seems like this would be a very simple change.  We have this need on GS Relationships.  We have Relationships that represent our billing entities, and sometimes, these billing entities get tied to the wrong salesforce account, and we make an update to the related "Billing Account" record that the Relationship is mapped to, but we can't reparent the Relationship to match that new account.  This is a pretty big deal for us.
        spencer_engel
        spencer_engel
        Expert ⭐️
        May 28, 2019
        Any update on this? Merged accounts are very common in the SaaS world (and other industries too of course). A more automated tool in Gainsight for handling account merges would be super helpful for our Admins.

        muralikrishnagopu
        Helper ⭐️
        September 3, 2020

        Hello everyone, we are recently released ‘Company Merge’ functionality.

        Here are the links to documentation -

        NXT edition

        SFDC edition

          jason_metzler
          jason_metzler
          Helper ⭐️⭐️
          August 8, 2022

          Is there a playbook somewhere for what steps need to be taken when an SFDC Account is merged with another one? We are on SFDC still, and often have two of the same relationship types in the separate accounts that need to be merged.

          • Merge Customer Info records
          • Merge Company records
          • Support ticket to migrate timeline/CTAs to the appropriate relationship(s)
            • (is there a way to do this ourselves?)
          • Delete duplicate relationships
          anirbandutta
          anirbandutta
          Expert ⭐️
          August 9, 2022

          Is there a playbook somewhere for what steps need to be taken when an SFDC Account is merged with another one? We are on SFDC still, and often have two of the same relationship types in the separate accounts that need to be merged.

          • Merge Customer Info records
          • Merge Company records
          • Support ticket to migrate timeline/CTAs to the appropriate relationship(s)
            • (is there a way to do this ourselves?)
          • Delete duplicate relationships

           @Adrian Raposo, @Sania Ahmed anything we have?

          It's an opportunity for engagement
          Sania Ahmed
          Sania Ahmed
          Helper ⭐️
          August 10, 2022

          Is there a playbook somewhere for what steps need to be taken when an SFDC Account is merged with another one? We are on SFDC still, and often have two of the same relationship types in the separate accounts that need to be merged.

          • Merge Customer Info records
          • Merge Company records
          • Support ticket to migrate timeline/CTAs to the appropriate relationship(s)
            • (is there a way to do this ourselves?)
          • Delete duplicate relationships

           @Adrian Raposo, @Sania Ahmed anything we have?

          We have the Company Merge article that might help you. 

           

          Sania Ahmed II Senior Technical Writer
            Adrian Raposo
            Adrian Raposo
            Gainsight Employee ⭐️⭐️
            August 10, 2022

            Is there a playbook somewhere for what steps need to be taken when an SFDC Account is merged with another one? We are on SFDC still, and often have two of the same relationship types in the separate accounts that need to be merged.

            • Merge Customer Info records
            • Merge Company records
            • Support ticket to migrate timeline/CTAs to the appropriate relationship(s)
              • (is there a way to do this ourselves?)
            • Delete duplicate relationships

            @vritant Can Unification be of assistance in any of the scenarios above? 

            Adrian Raposo || Lead Technical Writer - Gainsight
              alizee
              alizee
              VIP ⭐️⭐️⭐️⭐️⭐️
              August 19, 2026

              ​@revathimenon I think this more or less qualifies as released?

              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.
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