Total registered members: 1718 Total overall posts: 1819 Total number of solutions: 167
Community Activity
Resolved! DupeBlocker - is there a good comparison between Salesforce duplicate rules and DupeBlocker?
Hi all - just trying to find a breakdown of what DupeBlocker can do as compared to standard Salesforce duplicate rules? I have been looking around and had no luck - any help appreciated as always - thanks!
Contact dedupe Winner Rules contact field equals Account field
Hi Community,I am trying to run a dedupe on contacts. I want to set up a winner rule that prioritizes contacts that have the same lifecycle stage (ContactLifecycleStage__c) as the related account's lifecycle stage (AccountLifecycleStage__c), over con...
Longtime Demand Tools user
Hi all - as I mentioned in the subject - have used Demand Tools a number of times over a number of different jobs over the years. I love Demand Tools because of it is power. At one career stop I was able to take all of the states in Salesforce and tu...
Сonverted lead is not updated during merge
Dear community, I'm trying to merge several leads into a converted lead. But the fields on the converted lead are not updated from duplicate leads, although the merge was successful. Error message: Cannot save already-deleted object: id = ***********...
Resolved! 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!
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...
Resolved! Unable to advance to the preview stage
I set up some selection conditions to narrow down the number of records that are being searched in my SF instance. One condition was set on the contact object and one condition was set on the account object. However, when I advance screens the "Previ...
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...
Everest release 1.8 is out!
Learn about the new features and enhancements to Everest here.
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...
Ask Me Anything Series
Be sure to check out the product specific events, newsletters, etc., by going to the product forum!