Action mode

Safely take mass-actions on your CRM

Kernel's UI guides you through each of the cleaning actions to safely delete, update, merge, and associate the accounts in your CRM.

Kernel's action mode is currently in beta and is gradually rolled out in Q4 2025.

Requirements

Before you can use the Kernel UI to execute the Kernel's recommended actions, you need to install Kernel's Connected App and authorize access to Salesforce via a user with sufficient permissions.

Account merges and deletions require more extensive permissions:

• Delete on Account.

• Modify All on Account (recommended) - bypasses record ownership and sharing restrictions.

• View and Edit on related objects (e.g. Contacts, Opportunities, Cases) - required to re-parent child records during merg.e

• Modify All Data (optional) - only if merging across restrictive sharing models or record owners.