Our in-house formula wizard @AnthonyValidity has came up with a helpful formula for a use case we've commonly ran into. If you are matching addresses but need to ignore a specific floor, unit, apartment, suite, room or building that may be listed aft...
I am trying to merge two opportunities but getting the above error.I am not sure what exact field that I am not able to edit!
I know there is a standard out of the box DT scenario for doing Proper Case cleanup for Account object. I'm looking for same thing for Contact but haven't been able to find it yet. I don't want to do the clean up via TUNE, I want to do the cleanup vi...
I've been running a scenrio dozens of times and suddenly this error popped up and I can't get passed it, Does somone know what this is about?Thanks
What would be the best way to aproach finding duplicates withere:1) One record may have an apartment number and the other does not? And then how do you make the address with the apt number the field rule winner?2) Find dups where the Apt numbers may ...
What setting in First Name would avoid Jack and John being considered the same?Right now it is set for [First Name] comparison type FIRST NAME with Fuzzy Matching and AlphaClean checked.Thanks
Is there a way to conditionally update fields using 'Modify with a Formula' in DemandTools, specifically choosing either the import file's value or the existing Salesforce value based on certain criteria?Example Scenario:I want to update the Phone fi...
You're invited to an exclusive webinar for DemandTools customers! You and your Email Marketing Manager will enjoy lunch on Validity when you join us for an informative webinar on the virtuous cycle of solid CRM data empowering marketing teams to craf...
I feel like I remember reading something about uploading Account Plans, but I am unable to see the Account Plan object in either DemandTools or Dataloader.ioin order to upload Account Plans. Am I missing something? I do have object permissions for Ac...
Anyone else having this problem? Got a new work machine and no longer able to access DemandTools after installing it on this machine. I can get to the login screen, but after that, it just displays a white window that doesn't load any further.
Read the DemandTools 5.45.2 Release notes (April, 2025)
