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1520members
1600posts

Total registered members: 1500    Total overall posts: 1600    Total number of solutions: 148
 

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Everest Subscription & Credit Reporting

In the usage snapshot and downloadable report it would be very helpful to be able to see a breakdown of how many credits are used by the front-end application vs the API.We currently do email address validation both on mass list upload through the fr...

Resolved! Modifying contact names with special characters

I have first name and last name, with special characters, and can't figure out a formula. In the majority of cases I want to keep the format as is in SFDC (often spaces).  Assume (first name) Mary Ann and (last name) Williams Smith.  The resulting NE...

Import - Assigning a Campaign

Is there specific criteria for a campaign to show up in the "Match Step Settings > Assign to a Campaign" dropdown for leads and contacts?I originally thought it was a SFDC settings issues, but my first test campaign did show up in the dropdown (1-2da...

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...

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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 ...

Raquel by Explorer
  • 167 Views
  • 3 replies
  • 0 likes

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...

FCZ by Explorer
  • 191 Views
  • 4 replies
  • 0 likes

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...

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