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
That would be awesome!
Hello everyone, we do have plans to provide the Relationships Merge functionality. We may not be able to give out a concrete timeline at this point in time though. We will keep you posted on the updates about this functionality.
Any update on this?
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Hi everyone. Happy to report that person merge would soon be available with our next release.
[Update] - We are picking this item on priority in the upcoming quarters. Please feel free to reach out to me on community if you would like to talk about any specific requirements in the same regard. Alternatively, i would also be coming up with a VCAM shortly to get your feedback and further understand the pain points.
[Update] As promised, we are having a VCAM to identify all the use cases for Relationship merge and would love to hear from you guys on the same.
Here is the link to the VCAM announcement :
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+1 on this enhancement request. Crazy this feature doesn’t already exist given the requests for 2+ years!
Can you please advise:
Thanks,
Stuart
Hey@Dheepak G @anirbandutta @Shilpa Gumnur @Mlang ,
Just a little nudge on the above requests:
Thanks!
Do we have a timeframe of when this will be releasing?
Do we have any timeframe of this feature for beta?
Would love an update here! We need to keep Relationships in sync with Salesforce.
[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