topic Re: Handle DupeBlocker Warnings in DemandTools for Lead to Contact scenario in DemandTools

Handle DupeBlocker Warnings in DemandTools for Lead to Contact scenario

CRMSarah — Wed, 08 Nov 2023 19:46:50 GMT

Two questions in one week! Look at me go!

Is there a way to handle DupeBlocker Warnings in DemandTools (in bulk) for the Lead to Contact scenario?

Thanks!

Re: Handle DupeBlocker Warnings in DemandTools for Lead to Contact scenario

Anonymous — Thu, 09 Nov 2023 19:38:34 GMT

@CRMSarah ,

Sorry for the delay, someone will get back to you very soon!

Re: Handle DupeBlocker Warnings in DemandTools for Lead to Contact scenario

JonG_Validity — Thu, 09 Nov 2023 19:48:59 GMT

Hey @CRMSarah, glad to see you posting on here again! 😄

Today, the DemandTools platform can only manage warnings created by scenarios that are deployed on a single object. For DupeBlocker Lead to Contact scenarios, you would either need to manage these within Salesforce or use the DemandTools Convert module to identify those matches by using the same rules. Keep in mind that when creating a Convert scenario, you now have the ability to select a custom Winner Rule when you find multiple matched Contacts as you're creating your Match Steps.

Additionally, I would highly suggest submitting the ability to manage Lead to Contact/Account DupeBlocker scenarios within DemandTools as a feature request - I am confident our product team would love to hear your interest in this!

Re: Handle DupeBlocker Warnings in DemandTools for Lead to Contact scenario

CRMSarah — Thu, 09 Nov 2023 19:56:39 GMT

awesome, thanks so much for confirming!

It'd also be great if I could pull the scenario into the Convert module.