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ParentFixer - No child Account left behind!
Protect your Account Hierarchy during Salesforce merges!
Overview
ParentFixer is a free, native AppExchange app by Validity, Inc. that keeps your Account hierarchies in tact when merging. When a parent account is merged with another account, all of the children are re-parented to the master account.
See How ParentFixer - No child Account left behind! Works
Automatically maintains account hierarchy when merging.
Quick installation with no configuration
ParentFixer works with Salesforce.com merge, using tools such as DemandTools from Validity, Inc., or any other merge application.
ParentFixer is a free native AppExchange app that allows accounts to maintain their parent/child relationships when accounts are merged. No child left behind! Avoid the issues in Salesforce today where all of the Child Account’s Parent Account link information is wiped out; simply install ParentFixer to insure when a parent account is merged with another account, all of the subsequent children are re-parented to the master account in the merge. Once installed, ParentFixer works in the background and you’ll never experience an issue with children losing their Parent Account ID again. ParentFixer solves the Parent-Child hierarchy lost in a merge of Accounts, regardless of how the accounts are merged. Accounts can be merged within Salesforce.com, or using tools such as DemandTools from Validity, Inc., or any other merge application. The Parent Account ID for the master account chosen in the merge will become (or remain) the Parent Account ID for all Child Accounts. Install this free native AppExchange app today.
Categories
- Business Needs
- Data Cleansing
- FeaturesNative AppBuilt exclusively on the Salesforce Platform, ensuring reliability and performance.No LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- Native AppNo LimitsLightning ReadyManaged Package
