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.

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 run under a human user’s permissions. This requires Delete on Account and Edit on related objects, or a System Administrator with Modify All Data permissions.