Total registered members: 1629 Total overall posts: 1748 Total number of solutions: 162
Community Activity
Character to board 'contains"
Hi i would like to select all the leads and contacts with "AI" in their job title, of course, i obtain unconsistent results, like '"emAIl" or MAINtain". i remember using in the past a special charactere to be able to have relevant results. Don't reme...
Everest Release 1.7.1 is out!
One of our New Year’s resolutions this year is to double down on making optimizing their email programs and campaigns easy for customers. We’re kicking off 2025 with a major feature release for Everest – the new Insights Dashboard, powered by our p...
Resolved! Share Field Rules to Organisation
Hi is there a way to share field rules between organisations? I noticed when sharing a scenario the field rules associated with the object and used by the scenrio aren't copied over. Thanks!
Automating dedupe Scenarios to run and save an export.
Hi Anthony,Is there a way to automate running a dedupe scenario to get an export with the potential duplicates in an Excel format to be reviewed (not to do the actual dedupe)?I believe this would be a good idea for automating potential duplicates in ...
Resolved! Object to Dedupe dropdown does not give me the account option
Hi all - what I put into the subject is what's happening to me - I'm trying to find accounts where a particular field is the same - so thought I would dedupe on that field. The thing is when I get to the object to dedupe dropdown - I don't get accoun...
Resolved! Another "sily" question
Hi all - I have been looking around for a bit here and cannot find where to enter an idea for a feature enhancement.Could soneone please point me in the right direction? - thanks!
Converting Leads to existing Contacts, but overwriting more recent address
Hello!I'm looking for a way to use the Convert tool in Demand Tools to convert a Lead to an existing Contact...but overwrite the address field if the Lead record is more recently created than the existing Contact. I know that the Salesforce default ...
Member Spotlight - Michael Wray
Can you tell us a bit about yourself and your role in the Community? In the community, I aim to share practical solutions and insights that have enhanced my use of DemandTools. My contributions have included RegEx formulas and tips on integrating ...
Resolved! Moving data from one sandbox to another
Is there a module inside of Demand Tools that will allow you to move data from sandbox to sandbox or sandbox to production org?
New fields not appearing in mapping
I created new fields in Salesforce Contacts and Leads. When I try to Import data and automap, the new fields are not available Is there a delay in synching the systems? Is there something I can do to make it check for new fields in Salesforce?Thanks,...
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