Validity Customer Community

I am looking to do a merge but just on related records

I keep having a need to move all the child records from one account to another account but not do emerge on the actual account. I don't want data from the loser being added to the winner. I just want all the related records moved from one account to ...

Are Field Rules stored in human-readable files?

Hello!  I have a pretty complex set of field rules for merging contacts, and I need to repeatedly make some mass changes to it.  The entity has 700+ fields and we're using ~300 of them, and out of those I'll probably need to update 120 or so Custom S...

DemandTools Tips and Tricks: How to merge duplicate person accounts in Education Cloud

Each week, we highlight a new use case in DemandTools that we cover in the Validity Help Center. Use these tips to get more out of your DemandTools account! How to merge duplicate person accounts in Education Cloud with DemandTools V Release What do ...

do i need to use downloaded version or is there a web version of demand tools

Java Certificate

I'm receiving error "Java Certificate Error Upon Login" when attempting to load DemandTools V, where do I obtain this missing certificate?

Why not Minot?

Hello!  I'm a DemandTools newb trying to load a CSV spreadsheet of name and address data to Salesforce.  I'm having issues with the "State Match - Long" Transform.  In the CSV file, I have a column of two-letter state codes that I'm loading to a cust...

Error in : Dedupe: Match Records

Hi!When I get into "Dedupe: Match Records" screen and click on the button "Manage Merge", after a few seconds I get this error:An unexpected error occurred. Please include this ErrorId if you contact support: 708321844-160792 (520946729)This error ha...

Using DupeBlocker for Asymmetric Duplicate Detection: Prospects vs. All Accounts

When you need to detect duplicates between specific record subsets while avoiding noise from within-group matches, you'll need to implement a two-scenario approach in DupeBlocker. This technique mimics the "Filter Match Results" functionality availab...

Merging Person Accounts Across Industry Clouds? Watch Out for the ContactProfile Object

If you're working with Person Accounts in Salesforce Education Cloud, Nonprofit Cloud, or Health Cloud, you may have hit a frustrating roadblock: trying to merge duplicate Person Accounts only to get an error when both records have ContactProfile rec...

Permanent Reload Loop

When logging into Brite Verify - after entering my credentials - I get stuck in an endless refresh loop.  I have tried deleting browsing data and cookies.  I have tried every browser.  I have tried logging in through recommended websites.  I am unabl...