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Scenario

In Salesforce, the parent for Account (for Relationship 😵 is changed from A to B.  This happens daily in our environment.  The Scorecard Fact (including Unified Fact) now has 2 Active rows for every scorecard measure, 1 for Company A and Relationship X and another for Company B and Relationship X. 

Requested change to fix this known issue

At minimum, the rows for Company A and Relationship X should be marked as Active False.  Ideally, the original row would just update from Company A to Company B like the rest of Gainsight.

Existing work-arounds

  • Update Parent Company: This is very hard to maintain manually.  No one is notifying the admin team when a company-relationship is modified.  I cannot see any other reason to use this feature, as the Relationship object and r360s all update automatically for the current Company-Relationship combination.
  • In all reporting / analysis add a filter for Company ID = Company ID to only display the current combination.  Need to remember to do this for all reports and sometimes requires transformation on data causing a delay.  Also does not work with scorecard widgets.

 

Ref. Ticket: 338952

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