If I wanted to update a date field that is on a salesforce Account record with the earliest date from a child Contact record, how would I use Demand Tools to do that? Is this something that can be aggregated or is it only a download, manipulate usin...
Hi Everyone,I’m excited to share that we’ve revamped our DemandTools Video Library! The content has been updated to reflect the latest feature enhancements and user interface improvements. We've also improved the navigation experience based on user ...
At the final match in PeopleImport there was the options to "Check None", "Check All", "Check Insert", Check Update",etc. Is this still available in DemandTools V Import module. I can't seem to find it.Thanks!
When I run my duplicate assessment, it works and notifies me that I have some moderate duplicate accounts. I want to pull the names and info of the account Validity is identifying through that assessment. I can't find the path to do that. Is there on...
Hi, I am seeking to set up an automated dedupe process for contacts. In this scenario, when arriving at the Review Duplicates screen, there is a *key field* we are using for scoring.1.) If the key field isn't populated on any matched (potential merge...
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...
We’re working on a DemandTools job where we want to modify a value that looks like this: "$9.09 CAD". Specifically, we want to remove the dollar amount and retain only the currency code—so for example:Input: "$9.09 CAD"Desired Output: "CAD"We do not ...
When attempting to merge a contact related to a cadence I'm getting the following error -We can't merge these contact records because at least one of the duplicates being deleted is assigned to a cadence. Remove those records from the cadence and try...
Hi everyone,This week, I’d love to spotlight one of my favourite features in DemandTools Tune, a powerful, spreadsheet-style interface that makes visualising and fixing data issues easier than ever. No coding required, you can build your own queries...
I have parent object (application) and child object (advanced credit course). On parent application object the NAME field, which is auto number, is the application number. On the child object, the corresponding field with application number is master...
Read the DemandTools 5.45.3 Release notes (June, 2025)
