Is it possible to prevent the creation of a Salesforce contact record when converting a lead record? I do not want any lead records to prevent from being created but when converting the lead, I would like DupeBlocker to prevent the creation of a new ...
I have CSV files that I want to automate via DemandTools, but I'm clearly facing an issue. I have a dev box that is always on. I created the scenarios and scheduled jobs myself on the dev box (locally active). I set up two import scenarios and one m...
Hello, I am importing the bulk accounts into salesforce using Demandtools , While in preview it shows everything is fine , But after importing i am not finding my annual revenue and billing country fields in all the accounts ! they all are just blank...
Hi everyone, in an attempt to improve our Assess score (it's really a personal challenge (read: obsession)), I am trying to see if there's a way to exclude Accounts which we have marked as Out of Business. Is there a way to do this?Thanks!
While attempting to merge duplicate opportunities, which included field rules I kept getting the following error -"Error cloning record 0KKUI000001RZ2k4AG: A Campaign Influence Record for this Opportunity with same Contact and Campaign already exists...
This time, we want to feature Seth, one of Validity's Customer Success Managers for DemandTools, who has been proactively working to find solutions to our customers' questions and issues, and helping by replying to comments whenever necessary. As he...
Hi all - as I mentioned in the subject - have used Demand Tools a number of times over a number of different jobs over the years. I love Demand Tools because of it is power. At one career stop I was able to take all of the states in Salesforce and tu...
Hi - I'm (slowly) working on getting the DT certification. I have not passed a few of the modules a few times. I don't think I have hit the limit of 5. I'm curious what happens if I do? Anyone know? Any help would be much appreciated.Thanks!
Hi,I want to apply this simple logic in the Modify section (1 AND 2 AND 3) AND (4 OR 5) but Demand Tools' Modify section typically doesn't provide an explicit OR condition within a single group. Any idea how to acieve this? Any help is much appreciat...
Maximizing Your Org-to-Org Migration Process with DemandTools Join us on February 6th at 11:00 AM EST for an in-depth training session on using DemandTools 5.x's Import module for Salesforce org-to-org migrations. Sr. Customer Success Manager An...
Read the DemandTools 5.44.0 Release notes (January, 2025)
