Data actions

Review and run the account changes Kernel recommends for your CRM

Data actions is where you review the account changes Kernel recommends for your CRM. There are three action queues: associate accounts, delete accounts, and merge accounts. A recommendation does not change your CRM on its own.

Set the rules

The Rules page controls which recommendations Kernel creates and which records it protects. It covers parent associations, deletion criteria, duplicate routing, and deliberate duplicates.

Open Rules in Kernel

The Rules page controls which association, deletion, and merge recommendations are eligible for review.

Saving a rule changes the configuration only. Rerun the cleaning action after a rule change, or after the same change was made directly in your CRM, so the queue reflects the current records. Reject a recommendation when you do not want it carried out.

Choose an action

Page	What it is for
Associate accounts	Link a child account to an existing parent, correct its parent, or create a missing parent.
Delete accounts	Review records Kernel identified as no longer operating or otherwise eligible for removal under your rules.
Merge accounts	Review duplicate groups, confirm the primary record that will remain, and combine the other records into it.

Actionable and actioned

Each action page has two views:

View	What it contains
Actionable	Recommendations that still need a decision or need to be carried out.
Actioned	Recommendations that were completed or rejected.

Rejecting a recommendation moves it out of the active queue without changing the CRM. It remains in Actioned as part of the history.

Review and execute

Open a recommendation and check the proposed change, Kernel's reasoning, risk tier, and relevant CRM fields. For an association, confirm the proposed parent. For a merge, confirm the primary record. For a deletion, make sure the record should be removed.

To accept a recommendation, choose the action shown on the page, such as Associate, Delete, or Merge. The app shows a confirmation before it queues the CRM change. Choose Reject when the recommendation should not be carried out. You can make either decision for one item or a selected group.

Safeguarded accounts are protected by default. Bulk confirmations show how many records will be acted on and call out protected records that will be skipped.

An association updates a parent relationship. Deletion and merging change CRM records more broadly, so review their confirmations carefully before continuing.

Learn about each action

• Associate accounts

• Delete accounts

• Merge accounts