Resolved! Another "sily" question
Hi all - I have been looking around for a bit here and cannot find where to enter an idea for a feature enhancement.Could soneone please point me in the right direction? - thanks!
Forum Posts
Converting Leads to existing Contacts, but overwriting more recent address
Hello!I'm looking for a way to use the Convert tool in Demand Tools to convert a Lead to an existing Contact...but overwrite the address field if the Lead record is more recently created than the existing Contact. I know that the Salesforce default ...
Member Spotlight - Michael Wray
Can you tell us a bit about yourself and your role in the Community? In the community, I aim to share practical solutions and insights that have enhanced my use of DemandTools. My contributions have included RegEx formulas and tips on integrating ...
How do i import special characters?
We have customers all over the world and many of them have special characters in names, adresses etc. Ie ÄÅÆ etc. When i import them they turn out corrupted in the preview and in the final import to SF. Example "Göteborg" becomes "Göteborg". How can...
DemandTools Feedback
I have noticed that since one of the recent releases this year, DemandTools has gotten much slower when pulling objects and fields in the scenario builder. It's not every time, but it's frequent enough that I've come to expect it to happen. I don't k...
Resolved! How to write winner rule to identify primary record
Hi Team,I am writing winner rule to identifying primary LEAD record as below:Prospect Type = 'ABC'. Keep this as primary record.and If I get multiple records with same criteria then keep the latest created date record as primary.Could someone please ...
New fields not appearing in mapping
I created new fields in Salesforce Contacts and Leads. When I try to Import data and automap, the new fields are not available Is there a delay in synching the systems? Is there something I can do to make it check for new fields in Salesforce?Thanks,...
How to merge duplicate record with filter criteria
Hi Team,After identifying Winner lead record, I need to merge duplicate record based on below criteria:Merge all asociated task record from duplicate lead record having record type on task as 'A' and 'B' and task status would be 'Not Started'If we ge...
Resolved! Need help in setting DupeBlocker Scenario Rules in Salesforce
Hi Team,I am working on one requirement where I need to block duplicate leads te be created based on below 2 criteria:1. FirstNname + LastName + BirthDateMatch or BirthMonthYearMatch2. FirstNname + LastName + BirthDateMatch or BirthMonthYearMatch + Z...
Resolved! check ahead of time regarding potential data issues?
Hi all - got this question from a colleague - Does Demand Tools have an a feature where it can tell if you are going to have issues with your data prior to loading it?My initial recation is no but thought I would post it here to see if I'm missing so...
Ask Me Anything Series
DemandTools Newsletter
Read the DemandTools 5.43.0 Release notes (September, 2024)
