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Forum Posts

What is DemandTools Expert Office Hours?

DemandTools Expert Office Hours is the place to be every week to talk all things DemandTools. Solutions, answers, challenges... we've got them. Audience: If you use DemandTools on a daily basis, beginner or advanced level, you are invited! Format: We...

How do I import ContentNotes with DTV?

Are there any posts already written for DTV on how to insert notes with to the ContentNote object?I've been trying to figure out to create new notes for the ContentNote object, which appears to require a file reference when importing.   Is there a wa...

Resolved! Missing Engagement Points and Missing Business Segmentation

Hi again - since this is a little different than my earlier post thought I would post this one separately. Anyway, this time I'm not really sure what Missing Engagment Points and Missing Business Segmentation is. So, would love to know. Lastly, would...

bhare1357 by Frequent Contributor
  • 1375 Views
  • 2 replies
  • 2 likes

Resolved! Mass Moving Stale Reports/Dashboards

I am using DemandTools 5.21 and cannot figure out how to move stale reports from one report folder to another for deletion. Which scenario category do I select? Is there a help document I can reference?  If not available, is it on the product roadmap...

Resolved! In Modify Module use nested if to update a field

Hi All,Am building a nested If statement to update a field based on the values of two fields:IF(OR($(FIELD_A)="VALUE A" & $(FIELD_B)<>"VALUE X'",$(FIELD_B)="NEW VALUE",IF(OR($FIELD_A)='VALUE B" & $(FIELD_B)<>"VALUE Z", $(FIELD_B)="NEW_VALUE_1", ETC))...

pgiovane by Enthusiast
  • 153 Views
  • 2 replies
  • 0 likes

dupeblocker or statements

Hi everyone, I am new to using dupeblocker. I want to create a Scenarios that includes looking for match if the contact email 1 matches email 2 or 3 or 4 or if any of emails matches each other. How would I create that rule?

v_pagan by Observer
  • 86 Views
  • 1 replies
  • 1 likes

Retain all contact information on merge?

Hello! Trying to find a way I can retain the contact information (phone & address) when performing a merge? With neither being a combinable option in my salesforce, I'm trying to find a way to still retain all values when merging my scheduled scenari...

ALarue by Contributor
  • 312 Views
  • 3 replies
  • 1 likes

What is DemandTools Expert Office Hours?

DemandTools Expert Office Hours is the place to be every week to talk all things DemandTools. Solutions, answers, challenges... we've got them. Audience: If you use DemandTools on a daily basis, beginner or advanced level, you are invited! Format: We...