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 - 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...
Where can I find a recording of the recent training zooms I have attended? If if was in the followup email that included the survey, I didn't see it. Thanks!
Hi i would like to select all the leads and contacts with "AI" in their job title, of course, i obtain unconsistent results, like '"emAIl" or MAINtain". i remember using in the past a special charactere to be able to have relevant results. Don't reme...
Hi is there a way to share field rules between organisations? I noticed when sharing a scenario the field rules associated with the object and used by the scenrio aren't copied over. Thanks!
Hi Anthony,Is there a way to automate running a dedupe scenario to get an export with the potential duplicates in an Excel format to be reviewed (not to do the actual dedupe)?I believe this would be a good idea for automating potential duplicates in ...
Hi all - what I put into the subject is what's happening to me - I'm trying to find accounts where a particular field is the same - so thought I would dedupe on that field. The thing is when I get to the object to dedupe dropdown - I don't get accoun...
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!
