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Total registered members: 1780    Total overall posts: 1909    Total number of solutions: 173
 

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Resolved! Is it possible to upload/insert Account Plan record?

I feel like I remember reading something about uploading Account Plans, but I am unable to see the Account Plan object in either DemandTools or Dataloader.ioin order to upload Account Plans. Am I missing something? I do have object permissions for Ac...

Apartment Numbers

What would be the best way to aproach finding duplicates withere:1) One record may have an apartment number and the other does not? And then how do you make the address with the apt number the field rule winner?2) Find dups where the Apt numbers may ...

NA by Contributor
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Add a setting to enable allowSave duplicateRuleHeader

It would be helpful to have a setting we can enable that will make it possible to import or update records that would otherwise fail duplicate rules that have an Allow:Alert setting. This can be handled by the duplicateRuleHeader: https://developer.s...

Resolved! Newest Record in a Field Rule

Can someone clarify what it means to keep the value of the "newest" in the field rule choices?For Example - the email address.Am I corrrect to assume that the "newest" refers to the creation date of the contact record and the winning email address wi...

NA by Contributor
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  • 2 replies
  • 1 likes
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