Total registered members: 1613 Total overall posts: 1737 Total number of solutions: 161
Community Activity
Automating dedupe Scenarios to run and save an export.
Hi Anthony,Is there a way to automate running a dedupe scenario to get an export with the potential duplicates in an Excel format to be reviewed (not to do the actual dedupe)?I believe this would be a good idea for automating potential duplicates in ...
Resolved! Object to Dedupe dropdown does not give me the account option
Hi all - what I put into the subject is what's happening to me - I'm trying to find accounts where a particular field is the same - so thought I would dedupe on that field. The thing is when I get to the object to dedupe dropdown - I don't get accoun...
Resolved! Another "sily" question
Hi all - I have been looking around for a bit here and cannot find where to enter an idea for a feature enhancement.Could soneone please point me in the right direction? - thanks!
Converting Leads to existing Contacts, but overwriting more recent address
Hello!I'm looking for a way to use the Convert tool in Demand Tools to convert a Lead to an existing Contact...but overwrite the address field if the Lead record is more recently created than the existing Contact. I know that the Salesforce default ...
Member Spotlight - Michael Wray
Can you tell us a bit about yourself and your role in the Community? In the community, I aim to share practical solutions and insights that have enhanced my use of DemandTools. My contributions have included RegEx formulas and tips on integrating ...
Resolved! Moving data from one sandbox to another
Is there a module inside of Demand Tools that will allow you to move data from sandbox to sandbox or sandbox to production org?
New fields not appearing in mapping
I created new fields in Salesforce Contacts and Leads. When I try to Import data and automap, the new fields are not available Is there a delay in synching the systems? Is there something I can do to make it check for new fields in Salesforce?Thanks,...
How do i import special characters?
We have customers all over the world and many of them have special characters in names, adresses etc. Ie ÄÅÆ etc. When i import them they turn out corrupted in the preview and in the final import to SF. Example "Göteborg" becomes "Göteborg". How can...
DemandTools Feedback
I have noticed that since one of the recent releases this year, DemandTools has gotten much slower when pulling objects and fields in the scenario builder. It's not every time, but it's frequent enough that I've come to expect it to happen. I don't k...
Resolved! How to write winner rule to identify primary record
Hi Team,I am writing winner rule to identifying primary LEAD record as below:Prospect Type = 'ABC'. Keep this as primary record.and If I get multiple records with same criteria then keep the latest created date record as primary.Could someone please ...
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