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Status Future consideration
Categories Salesforce
Created by Justin Waldorf
Created on May 10, 2024

Process for handling account merges in SFDC

What is the challenge?

In Salesforce if I merge an account into another account any ideas that were linked on the source account are transferred over to the target account. On the Aha! side, the link in the proxy vote to the account still points back to the source account and therefore is a broken link since that account no longer exists.

What is the impact?

Discrepancies and outdated data in reporting when analyzing organization and proxy vote data on ideas. Broken links to the Salesforce account in the proxy votes table.

Describe your idea

A solution where the integration manages updates to the linked Aha! data when a merge happens in Salesforce.

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