Actioning

How to safely take actions based on Kernel's digital twin

Cleaning actions

Kernel combines the Account risk and comprehensive data analysis of each account to produce exactly one core cleaning action per account:

1. Delete

2. Merge

3. Associate

4. Review

5. None

1

Delete

The purpose of the Delete action is to remove dead and dormant accounts from your CRM. This removes irrelevant accounts and saves on enrichment tools.

The Account risk protections ensure that only non-sensitive accounts are deleted.

2

Merge

If an account has a Merge action, it has been identified as a duplicate (see Duplicate types), and Kernel has identified a primary record that it should be merged into.

3

Associate

If an account has an Associate action, it has an unlinked Parent in the CRM. Kernel recommends updating the native Parent Account field in the CRM to ensure it's correctly linked.

If the parent is not in the CRM, the action will be called Associate (missing parent). Kernel will create these missing accounts in your CRM, link the associated records, and change the cleaning action to None.

4

Review

Kernel flags records for manual human review when it detects low confidence in its cleaning analysis or a potential hierarchy cycle. Kernel's data quality team routinely evaluates all Review actions.

It is recommended to proceed with the actions in the order outlined above.

Fix packs

Fix individual data errors in the account record, including missing or incorrect website and LinkedIn URL.

Coming soon