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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
  • 3227 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
  • 1632 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 • Explorer
  • 736 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
  • 1354 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...

Resolved! Dedupe: Exclude Contacts with Opportunities

Hey all! We are starting our contacting deduping process in our Org and one issue we ran into was Contacts with Contact Roles, therefore, related to Opps. As we want to preserve as much data as possible and abide by our strict contact role validation...

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