Hi! We acquired a company and I am responsible to bring in their CRM data. The good news is they were a competitor so their model is very similar to ours. We are going to commingle the data - we are going to be one combined sales team - so I'm not worried about security.
The challenge is that I want a way to logically "partition" or segment the Co 1 vs Co 2 records across all objects to help with reporting, Flows, list views, etc in the near term. For example a report to give me all Activities performed by Co 1 vs Co 2. I don't want to use Record Types because we already have too many and I'd have to double them just for reporting (nah!).
Would love some ideas! I'm hoping I don't have to create a new "segment" field on every object but that's where I'm at now.
Thanks!
@Dan Stachura hope the intention of merger is to perform business together and not still be a competitor even after merger , Rather than rushing put some criteria to identify source of data. I thing you should go for De Dup at account level and merge the transactional data based on business use cases. we can create a custom field (Picklist- Helps you manage when you acquire one more competitor) tag this to User and pre populate it on all transaction data based on user who created it on all objects .Drive sharing rules and reporting based on it
