Good news! We have added additional module deep dive sessions to our DemandTools Academy. These sessions provide an indept overview of key DemandTools modules covering important features, use cases, and best practices. Register today! We offer a va...
Malformed Data often sneaks into our CRMs undetected. In this session we will take a closer look at how to identify malformed data in your CRM and provide an overview of how to use DemandTools for remediation. Check below for some of the Record Sele...
Hi All,I have a data file of company names which I would like to match back to our current Salesforce account records using a loose 'CONTAINS' comparison type. Does anyone know how this can be achieved?For example:Match file has a company as: Economi...
Is there a way to convert leads into existing contacts or into new contacts on existing accounts, but not into new contacts on new accounts?I was told that this can be done in the match condition settings by specifying "Leave as a Lead (don't convert...
We are pleased to announce you can now receive notifications about your DemandTools run history and scheduled jobs.Feature Highlights: Create real-time Run History Event notificationsSchedule a recurring digest of activity with Run History Summary no...
We are facing an issue with the installation of the Demand Tool on our server VID. As per The installation guide the process requires uploading a certificate upon login. However, we are unable to log in directly to the server; instead, our users acce...
I'm using the DeDupe function in Validaity (Version: 5.34.0). My merge is failing with this error message below. I found this article which says DemandTools will auto handle this situation but I can't get it to work,.https://knowledge.validity.com/...
Need help getting started with DemandTools or want to explore new use cases? Exciting News! We recently launched a new DemandTools Enablement Workshop series aimed at helping users get the most out of DemandTools. The DemandTools Enablement Worksho...
Is it is possible to do field to field comparisons to identify winners the same way we use field comparisons to identify duplicates? For example I want to create a winning rule where the winner is the account with the closest address to the patent ac...
Read the DemandTools 5.43.0 Release notes (September, 2024)
