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I'm new to DemandTools. I've watched the import training video. I've also read through some of the Help Center materials. When I attempted an import, I found that my match rules weren't successful. I work in higher ed. Our fine arts team uses MusicWi...
Although I do not exactly have NPSP I have a similar construct in that my Household Account is created with the contact and since we do not keep much information on the account we cannot "out of the box" create a warning on insert or update, only on ...
Convert Module Overview When: Tuesday October 15th. Register here
Is there a way to create a scenario to check for duplicate accounts that are NOT the same record type? I can see where I can create a filter for a specific Record type or use it as a matching criteria, but I would like to so potential duplicates betw...
I am new to DemandTools. I have been able to run dedupping in the 2.91 version, but everytime I try in version V, I get this error: Restore Logging on. I have tried logging out and back in, but nothing seems to work. I am not sure what to do. Can...
Similar to the question asked in the post below, we would like to be able to 'convert' matching Unconverted Leads to existing Contacts and Accounts.If we do this manually, Salesforce will recognise the duplicate and ask if we want to convert the lead...
Hi all! A new user here, so appreciate any help.I am using the Import module in Demand Tools V to migrate some records from one instance of Salesforce to another. Are we able to use an external ID field to populate a lookup field while importing?For ...
A big thank you to everyone who attended today's DemandTools 5.43 Release Training! We had a great turnout and tons of questions. We hope those who attended enjoy the session. Below you will find links to the recording, release notes, and other res...
If you’re interested in sharing your experiences using Validity’s products with others, simply leave a review for DemandTools on either G2 or the Salesforce AppExchange. (Instructions below!) Then reply to this post letting us know that you have lef...
We are pulling airport data from multiple sources. In our scenario, the identifiers (IATA, ICAO, and local) for an airport can be the same but that does not mean it's a duplicate. We are keeping airport history so it is possible the codes are the sam...
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