Move or migrate Timeline entries to different Account IDs

  • 2
  • Idea
  • Updated 10 months ago
  • Under Consideration
We have several circumstances where we have migrated records, product assets, or other information from one account object to another. We need an administrator tool similar to Mass Edit for CTAs that allows us to move Timeline entries from one account to another.
Photo of Steven Doty

Steven Doty

  • 1,074 Points 1k badge 2x thumb

Posted 10 months ago

  • 2
Photo of Denise Stokowski

Denise Stokowski, Official Rep

  • 11,890 Points 10k badge 2x thumb
Can you share some of the use cases:

A couple I can think of:
1.  Account Merge (should merge all timelines entries into target account)
2.  Mistake - timeline entries put on wrong account

Others?  How often does this occur?  
Photo of Steven Doty

Steven Doty

  • 1,074 Points 1k badge 2x thumb
Use Case 1: Two accounts were created (perhaps two distinct offices of a corporation) and most records were merged to one account, but the other held all previous timeline entities. It would be preferred to move the timeline entries as well.
There is a second nearly identical use case where, as you suggested, one account was a duplicate, possibly from bad lead conversion, but the same actions would be needed.
Frequency: A few times a year

Use Case 2: A large corporation purchased and had a single account, but now some of the products are being purchased by sub-accounts and the relationships with distinct product instances and admins are now being managed on multiple subordinate accounts on the same hierarchy. We would need to move the timeline records to the subordinate accounts perhaps depending on which contacts were present, and potentially even duplicate some timeline records.
Frequency: A few times a month
Photo of Denise Stokowski

Denise Stokowski, Official Rep

  • 11,890 Points 10k badge 2x thumb
Can you share some of the use cases:

A couple I can think of:
1.  Account Merge (should merge all timelines entries into target account)
2.  Mistake - timeline entries put on wrong account

Others?  How often does this occur?