Elgato_dark/fleet
1
0
Fork 0
mirror of https://github.com/fleetdm/fleet synced 2026-05-23 17:08:53 +00:00
Code Issues Projects Releases Packages Wiki Activity Actions 83

Add "Manage duplicate accounts in CRM" (#29102)

Browse source
This commit is contained in:
Sam Pfluger 2025-05-13 14:57:29 -05:00 committed by GitHub
parent 4c9add32a9
commit 71b19f11ac
No known key found for this signature in database
GPG key ID: B5690EEEBB952194
1 changed files with 20 additions and 0 deletions
Show stats Download patch file Download diff file Expand all files Collapse all files

20
handbook/digital-experience/README.md
View file

@ -45,6 +45,26 @@ The Digital Experience department is directly responsible for the culture, train
> For any support-related questions, forward the submission to [Fleet's support team](https://docs.google.com/document/d/1tE-NpNfw1icmU2MjYuBRib0VWBPVAdmq4NiCrpuI0F0/edit#heading=h.wqalwz1je6rq).
### Manage duplicate accounts in CRM
1. Navigate to ["Ω Possible duplicate accounts" report](https://fleetdm.lightning.force.com/lightning/r/Report/00OUG000001FA1h2AG/view?queryScope=userFolders).
2. Verify that each potential duplicate account is indeed a duplicate of the account's it has been paired with.
3. Open duplicate accounts and compare duplicate accounts to select the best account to "Use as principal" (the account all other duplicates will be merged into). Consider the following:
- Is there an open opportunity on any of the accounts? If so, this is your "principal" account.
- Do any of the accounts not have contacts? If no contacts found on the account and no significant activity, delete the account.
- Do any of these accounts have activity that the others don't have (e.g. a rep sent an email or logged a call)? Be sure to preserve the maximum amount of historical activity on the principal account.
4. Click view duplicates, select all relevant accounts that appear. Click next.
5. Select the best and most up-to-date data to combine into the single principal account.
> Do *NOT* change account owners if you can help it during this process. For "non-sales-ready" accounts default to the Integrations Admin. If the account is owned by an active user, be sure they maintain ownership of the principal account.
6. YOU CAN NOT UNDO THIS NEXT PART! Click next, click merge.
7. Verify that the principal account details match exactly what is on LinkedIn. The end result should be as follows:
- LinkedIn company url
- Website
- Employees
### QA a change to fleetdm.com
Each PR to the website is manually checked for quality and tested before going live on fleetdm.com. To test any change to fleetdm.com