Total registered members: 1712 Total overall posts: 1800 Total number of solutions: 166
Community Activity
Contact/Account Import Upsert - need to create account even if Contact Match is found
Hello,I created an Import scenario for upserting lists that include account and contact information in the same sheet.The upsert works as intended, checks for duplicate accounts and contacts, if none found creates both account and contact and links t...
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Add starting zero to 5 digit numbers (when 6 digits are necessary)
Dear community, I am looking for a formula to enforce for a field that six digits are in a field. When there are 5 digits, then a zero gets added at the front. Thanks!
Member Spotlight - Bill Hare
Can you tell us a bit about yourself and your role in the Community? I have been in the Salesforce Community since 2007. I hold three Salesforce certs and I'm working towards my Demand Tools cert as well. I also have recently been writing a few bl...
Activate existing user
How can we activate a user in Validity/Demand Tools? The user is already listed, but not listed as Active.
Dedupe: Person Accounts w/ Contact Point Email/Address
Our organization is shifting data structures to utilize Contact Points. Does anyone have advice on how we can continue to effectively use DemandTools dedup to identify new Person Accounts with matching Contact Point records (whether that be emails/ad...
Prevent Duplicate Contacts when Converting Lead Record
Is it possible to prevent the creation of a Salesforce contact record when converting a lead record? I do not want any lead records to prevent from being created but when converting the lead, I would like DupeBlocker to prevent the creation of a new ...
Resolved! Audit Logs not returning successfully inserted record Ids
Hello everyone, I have a question about the Audit logs that DemandTools V automatically creates when using the Import module to insert records. I had enabled the Bulk API checkbox. My batch size in General Settings was set to 1 and I also enabled the...
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,...
Schedule Job from Sharepoint
I have CSV files that I want to automate via DemandTools, but I'm clearly facing an issue. I have a dev box that is always on. I created the scenarios and scheduled jobs myself on the dev box (locally active). I set up two import scenarios and one m...
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