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Hello All,
I am looking for help on how I can export data from our companies entity so that I can bulk edit and merge company data, however I am worried that if I merge or delete companies the opportunities linked to the company and any key sales activities will not be relinked to the new company/merged company.
Is there a way to solve this and what is the best way to tackle this?
Can anyone help if they have done anything similar in the past?
Thanks!
Hi,
Thank you for your query.
If you need to merge Accounts, please use the out-of-the-box Merge feature. This way related data is re-linked with the merged record:
However, if you have already exported data (before) merging, re-importing this data will definitely break because keys are changed.
To avoid this, I would suggest to first edit/import your data and then merge the records.
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