Partially Fixed

SFDC Account Merges not Reflected in MDA ( Standard Object, MDA Tables, etc)

  • 21 April 2017
  • 6 replies
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Userlevel 7
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  • Gainsight Employee: All Star
  • 76 replies
Posting on Behalf of Customer and a concern of my own.

There is a senario where an organization does SFDC account merges in SFDC, objects that have a lookup to account will have Account IDs update automatically according to the winner of the conducted Merge.

However, given all of this is taking place in SFDC, all data collections with Account ID in MDA does not follow suite.

There will be orphan records which would affect reporting and usage data. Usage data as an example, if you merged Account A who had history of data into Account B (B being the winner) reports will show blank. For scorecards stored in MDA, Company object won't update or remove the loser, so dashboard reporting will show some unintended extras.

rakesh_lingala 1 year ago

Hello Everyone! 

Happy to announce that your request has been considered and included as part of the v6.15 release. Using the new Company Merge feature, admins can merge two records from the Company object and combine their data into a single master record.

This feature is implemented in both SFDC and NXT versions.

For more details, please check the documentation of Company Merge feature here - SFDC edition / NXT 

Thanks for posting!

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Userlevel 7
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This is impacting our reporting on our number of customers in Scorecard 2.0 as well. Given that Scorecard 2.0 uses the Company object, we have SF Accounts that have merged into another account (and therefore deleted) but are still showing up in our Customer Health Summary as they were not removed from the MDA Company object.
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Is there an update for this? As we continue to roll up to the executive team things like overall customer health, the number of customers is not aligned with what is in Salesforce due to mergers and account deleted. 
Userlevel 7
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Are there any updates on this issue? As our organization continues to clean up duplicate accounts, we are having accounts within the Company object that are remaining Active customers when the SF Account is no longer present. 

This becomes a problem when you are working with the Customer Health in Scorecards 2.0 which pulls in account information from the Company object resulting in accounts that are no longer present as being pulled into the reports. 
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This is a reoccurring theme across customers and we get a regular flow of tickets asking for these MDA merges to be performed by Ops.
Userlevel 7
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Hi All, Thanks for the post. Its a genuine ask and this is already escalated to our product team.

Changing this to an idea post,since its a new feature request.
 
Userlevel 6
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Hello Everyone! 

Happy to announce that your request has been considered and included as part of the v6.15 release. Using the new Company Merge feature, admins can merge two records from the Company object and combine their data into a single master record.

This feature is implemented in both SFDC and NXT versions.

For more details, please check the documentation of Company Merge feature here - SFDC edition / NXT 

Thanks for posting!

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