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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...

Match Dates in different formats

Is there any way to match on dates that are different formats?  For example, I have a list of contacts that contains the persons name and birthdate.  The birthdate on the list is a numeric format (09/06/2023).  In Salesforce, the date is written out ...

droyer by Enthusiast
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  • 3 replies
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Resolved! Move Contacts to Correct Accounts Based on Domain

Like most of us I am working to clean up chaos in our SFDC. We have finally removed all duplicate Leads & Contacts, but now I am left with Contacts that are not currently sitting on the correct Account record. I am trying to determine if there is any...

klabisje by Contributor
  • 1576 Views
  • 2 replies
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Reassign scenario match steps have all disappeared

I have a reassign scenario that I have used over 40 times in the last 9+ months.  And today when I opened it the multiple match steps that were previously definied were all missing.   I've opened a support ticket, but wanted to see if anyone else has...

Resolved! RegEx to extract domain from website field

With the help of ChatGPT, I was able to get this RegEx formula to extract the company domain from website field.  The use case would be to update another field using the following formula -RegExReplace(${Website}, "^(?:https?:\/\/)?(?:www\.)?([^\/]+)...

Did you know?! A place to share data tips and industry knowledge.

                                                                   I often find myself coming across information or learning a cool function of DemandTools and then wishing I had a place to share it and chat about it with other data minded profession...

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Using a SF report in Import or Modify Tool?

Is it possible to use a SF report when using either modify or import?I have a report that has to look @ 2 objects. I don't belive I can do that in DTV? On my contact obejct I roll up a feild from a custom object (called Inquiry). Sometimes my roll-up...

Training Recording & Resources: Dedupe Basics

Thanks to all who attended this week's Dedupe Basics session! Dedupe Basics is always one of our most popular sessions.  Below is a link to the recording and other resources referenced during the session.  If you have any outstanding questions from t...

Resolved! Dedupe: Soft or hard delete?

Can anyone tell me with certainty whether the losing records in a dedupe merge are soft or hard deleted? If the answer is, "it depends," can you please identify the dependencies? Thank you!

Tune & Import?

Hello everyone I'm working on a large batch of duplicate accounts; after exporting the csv file, is it feasible to alter fields in addition to choosing the winning account?