Total registered members: 1487 Total overall posts: 1579 Total number of solutions: 146
Community Activity
Having Trouble Setting Up Successful Match Rules
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...
Dupeblocker Apex
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 ...
Upcoming training
Convert Module Overview When: Tuesday October 15th. Register here
Dedupe between Record Types
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...
Restore Logging On Error
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...
'Convert' Lead to existing Contacts
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...
Populate Target Lookup Field using an External ID while using the Import Module
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 ...
Recording: DemandTools 5.43 Release Training (October 3, 2024)
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...
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Can you update a field instead of doing a merge on found duplicates
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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