Cleaning action
Cleaning actions
When actioning Kernel's recommendations, the primary field to use is called Cleaning action
, which is equal to one of six values.
Delete
The account is dead or dormant, is not an absorbed subsidiary, is not actively owned, and it is generally safe to delete.
Medium
Merge
The account has a duplicate, is not the primary record, and it is safe to merge.
Medium
Update
Account identity issues or name/URL wrong; Kernel has a recommended update.
High
Associate
Account has an identified parent in the CRM
None
Associate (missing parent)
Account has an identified parent that is not in the CRM
None
Review
Data issue identified; marked for manual review
Reasoning behind the action
Each cleaning action comes with a 1-sentence summary of why the specific action was chosen for the account.
In addition, depending on the cleaning action, additional Data helps provides context around the action.
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