Total registered members: 1689 Total overall posts: 1788 Total number of solutions: 165
Community Activity
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 ...
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...
Import Bulk accounts
Hello, I am importing the bulk accounts into salesforce using Demandtools , While in preview it shows everything is fine , But after importing i am not finding my annual revenue and billing country fields in all the accounts ! they all are just blank...
Have you attended the State of Email webinars?
Why not join the nex one? March 12, 12pm ET. Deliverability Data Deep Dive: Benchmarks, Trends, & Tactics with Al Iverson Register here.
Realtime Verification with Salesforce
Hello all! I know I am not the first one to do this so hoping I can get some pointers in the right direction. I want to setup real-time verification when a new Lead or Contact is added to Salesforce. We are using the managed LWC component which is ...
Resolved! In Assess - Exclude "Out of Business" Accounts
Hi everyone, in an attempt to improve our Assess score (it's really a personal challenge (read: obsession)), I am trying to see if there's a way to exclude Accounts which we have marked as Out of Business. Is there a way to do this?Thanks!
Error merging duplicate opportunities - Campaign Influence Record exists
While attempting to merge duplicate opportunities, which included field rules I kept getting the following error -"Error cloning record 0KKUI000001RZ2k4AG: A Campaign Influence Record for this Opportunity with same Contact and Campaign already exists...
Member Spotlight - Seth Puglio
This time, we want to feature Seth, one of Validity's Customer Success Managers for DemandTools, who has been proactively working to find solutions to our customers' questions and issues, and helping by replying to comments whenever necessary. As he...
Ask Me Anything Series
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