September 2022

[Anonymous]

September 12, 2022

Join us at DreamForce - Learn about new Features - Version 2.18 Release Notes and more...

See you at Dreamforce! Visit us at booth 1439 Get priority access to two new products Take the duplicate challenge Enter to win the San Francisco Lego set with Salesforce Tower Take home a free T-shirt (we all love Dreamforce swag) Meet Salesforce Ben!!! Attend our sessions Details below ______________ Fresh Content 6 Steps to Prepare Your CRM for Q4 In Q4, most businesses see an avalanche of new leads and touchpoints due to ramped up sales and marketing activities. In this revenue-critical period, your CRM will be your strongest supporter—or your biggest roadblock. To position your business for maximum year-end revenue, follow these six steps to prepare your CRM for Q4. Get your guide today! ______________ Events & Webinars Upcoming Validity Sponsored Events: 9/13: SaaStr Annual Conference- San Francisco, CA 9/20: Dreamforce- San Francisco, CA 9/21- 22: OpsStars- San Francisco, CA Watch On-Demand: Data In Sight Ep. 3: 3 Tips and Tricks for Tackling Salesforce Duplicates

Undo Merge What a relief! Merge with less stress knowing all records merged via Dedupe can be reverted to their pre-merge state. You’ll find the Undo Merge button in the Run History table. Run History Get insight into your Dedupe activity in the new Run History table. See the run history for all Dedupe scenarios along with metrics on how many duplicate records were found and how many were merged. Schedule All scheduled jobs in your org are now visible to all DemandTools users, giving more insight into what is being automated across teams. This feature also enables an easier transition of scheduled jobs between users and machines. Learn More about DemandTools Functionality Training is now available! *New Sessions Added* Need help getting started with a specific module? Check out our Module Training Series. Each session provides a deep dive into functionality and use cases of a specific module. Our DemandTools Academy also provides on-demand training and module tutorials to help get you started. DemandTools Release Notes DemandTools Version 5.18 was released on September 6. Release notes Dreamforce Sessions Attend our Dreamforce Sessions featuring DemandTools customers just like you. Session title: Optimizing Salesforce to drive CRM adoption Presenters: Nicole Kocemba, Lead Business Analyst at Houghton Mifflin Harcourt and Guy Hanson, VP, Customer Engagement at Validity Session Date and Location: 09/21/2022, 1:30 PM – 1:50 PM, Theater 2 Link to Agenda Builder Session title: Data tactics to fuel your sales and marketing funnel Presenters: Angie Henkel, Director, Marketing Operations at Ridecell and Olivia Hinkle, Senior Product Marketing Manager at Validity Session Date and Location: 09/22/2022, 11:00 AM – 11:20 AM, Genie Theatre Link to Agenda Builder Reminder - Important Information At the end of 2022 the EmailConnect module will be discontinued in DemandTools 2.91. Users are encouraged to use the Verify module in DemandTools V Release. When Salesforce ends support for Internet Explorer 11, certain functionality in DemandTools 2.91 and PeopleImport may no longer work. We do not expect this to happen in the next six to nine months but want you to be as prepared as possible. This also means DemandTools 2.91 will not be supported on any Windows versions released after June 15, 2022, as they will no longer include IE 11. We encourage our users to start using DemandTools V Release now for a smooth transition between versions as the world’s technology landscape changes once again.