Important 5.31.0 Release notes, including many product improvements, DemandTools V Certification program, new Accepted Solutions, Webinars and more!
New Features & Product Updates
Tune
Functionality Overhaul! Exciting new functionality has been added including charting, copying and pasting across rows and columns, find and replace, and record grouping, filtering, and sorting directly in the preview grid, adding even more speed, insight, and flexibility to your data management processes.
Dedupe
Winner Rules. Winner rules can now be applied to duplicates in three different ways; apply the rule to all records, checked records, or unchecked records. A great addition for when you need to apply more than one Winner Rule to your duplicate results.
Field Rules. Setting up Field Rules just got easier with the ability to copy a field rule and its settings to another field of the same data type.
Scenario Management
Tags. Users can define tags for their scenarios making them easier to find and identify by their use such as tagging scenarios used by a specific team or only used for a defined project as opposed to daily maintenance.
Migration Support (2.91 to V Release)
Convert and Reassign Scenarios. Customers migrating from version 2.91 can easily migrate their Convert and Reassign scenarios to V release for a smooth and fast transition.
These are just some of the amazing DemandTools upgrades. We encourage you to read the release notes to find out more.
Read the full DemandTools V 5.31 Release Notes
Note: Validity Support will contact you directly if you have an open support ticket regarding a bug which has been resolved as part of this release.
Customer Knowledge & Training Updates
Get Certified on DemandTools V
We are excited to announce the launch of the DemandToools V Certification program! Like the existing DemandTools 2.91 Certification program, certification for DemandTools V will consist of 500+ questions across 10 exams where users have the chance to prove their expertise on the platform. Get started today!
Community Updates
Top 5 Accepted Solutions in the DemandTools Forum:
- Field rule for checkbox values
- Modify (aka Mass Impact) Formulas and RegEx Examples
- Move Contacts to Correct Accounts Based on Domain
- RegEx to extract domain from website field
- View All Accepted Solutions
Also, please make sure to check out the new "Did you Know" thread on the DemandTools forum, and share your Industry and Product knowledge today!
* Accepted Solutions are answers to questions asked on the Community forums.
Upcoming Events & Webinars
Webinars
Data in Sight September: Missed out on Dreamforce this year? (Or maybe you were there and want to keep riding the high.) Either way, we’ve got you covered. Our Dreamforce speakers, Ridecell’s Director of Marketing Ops Angie Henkel and Certified Salesforce Admin Olivia Hinkle have teamed up again to bring you an info-packed session on-demand! Watch here.
Salesforce World Tours
The Validity team is headed out to a few more World Tour events in Q4 — see where you can meet us below:
- Chicago World Tour - December 6th. More information coming soon.
- New York World Tour - December 14th. More information coming soon.
Please check out the Dreamforce 2023 Recap thread written by our own @ajavalidity Were you able to attend? Please let us know what you thought about the event!
Expand your knowledge with these new resources!
Driving ROI with DemandTools:
Read this quick cheat sheet to learn how DemandTools customers can achieve a positive ROI in just three months.
Freshfields Bruckhaus Deringer LLP:
Read this case study to learn how Freshfields successfully completed a multi-year CRM transformation supported by Validity DemandTools and BriteVerify.
Customer Success Updates
Great News! We have expanded our CSM support to offer general use case assistance and answer product functionality related questions for all customers. Simply email the CSM teams via the following email aliases to receive expert guidance on DemandTools, BriteVerify, GridBuddy and GridBuddy Connect.
- DemandTools: demandtoolsteam@validity.com
- BriteVerify: briteverifyteam@validity.com
- GridBuddy and GridBuddy Connect: gridbuddyteam@validity.com
- For technical issues create a support ticket here
Thanks for reading. If you have any questions, or if you would like to let us know what you think of the NEW Newsletter format, please comment below.