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Forum Posts

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...

OneDrive issue

We've recently started using OneDrive to save and share our team files.I have noticed that since we have switched from using mapped Shared Drives on a server, to using OneDrive, that we cannot link Demand Tools to that file if it is currently open, a...

NEW DemandTools V Dedupe Certification Test!!

Hello fellow DemandTools V users!As you may or may not know, we have recently launched the beginning of the DemandTools V Certification program. This was announced in October's Newsletter and started just a couple of weeks ago with the DemandTools V ...

Better way to identify/label sandboxes

I was going to move some data between sandboxes using the Import feature and I can't identify which sandbox is which from the dropdown. They all just show my company name and say 'sandbox'. I have 4 sandboxes, I need to either see the userrname or a ...

MarcDBehr by Contributor
  • 11 replies

Resolved! Organization of Scenarios

Wondering if y'all have ideas or suggestions on how to organize scenarios? Right now we are utilizing the star function but would love to see some folder capacity. 

CamilaN by Explorer
  • 5 replies

Using child objects for field rules

Is there a way to use child objects for scoring in field rules.I have a use case where I want to use a custom marketing data object, which contains information about how people interact with e-mails, to determine which e-mail should win when merging ...

Dedupe Files - Invalid Sharing Type Error

I was pleasantly surprised to find out I can use DemandTools to Dedupe and merge duplicate files (ContentDocument) that my users have uploaded.  It works really well when the same person uploads the same file multiple times.  However, if 2 different ...

Murphybp79 by Frequent Contributor
  • 5 replies

Resolved! Import - Preview

New to new interface.   Trying to Import an update to records in SFDC.   I get the preview button activated, and select it; it processes; it says it is complete.  A preview never appears, and i end up cancelling preview?What am I missing?

Resolved! Shorten State on Leads

Attempting to shorten our States on Leads from the long form to the 2 digit using the Modify Module. I have this formula but it's returning the error "There seems to be a problem with the formula syntax, please check it over and try again."StateMatch...

CRMSarah by Frequent Contributor
  • 2 replies