My name is Sarah, and I've had the pleasure of working in the CRM space for nearly 12 years now! I started my career as a support representative in a call center where I first encountered CRM technology using Microsoft Dynamics. That early experie...
I want to use FieldCopyUnique to save a different Mailing Address to Other Address. So, it looks like I need to define each field individually (Other Street, Other City, Other State, Other Country), but I need to make sure I'm keeping the Other Addr...
DemandTools Training Lineup We’re thrilled to announce the addition of new training sessions designed to enhance your DemandTools experience. Join us for a special session on Using DemandTools Notifications on Thursday, November 14. This 30-minute w...
I'm updating thousands of Title fields, and the Override Proper works well - expect for IT, and understandably so. There are about 3k Contacts whose titles include IT, but "VP of IT" becomes "VP of it". I've tried using a condition placing a space ...
Hi all! A new user here, so appreciate any help.I am using the Import module in Demand Tools V to migrate some records from one instance of Salesforce to another. Are we able to use an external ID field to populate a lookup field while importing?For ...
We suspect we have Leads in our SF that have the same email address (and are likely the same person) as existing Contacts. How do I use Demand Tools to find duplicate emails across multiple objects?
I've done many Import > Updates and, I guess it's my imagination that the process has changed. I wanted to update an Account > Industry picklist. I uploaded a file with Account Name and Industry (2000 records), mapped records (allways update Indust...
I'm using the Modify module to try and update a new picklist field I've created with a formula. I want to select a certain value based on if I can find the word "Cancelled" in the name of the record. I'm trying to use an IF with SEARCH, but I keep g...
I want to create a Winner Rule in Dedupe for accounts with Community Login user accounts associated with them. Is there a way to do this in DemandTools?
Read the DemandTools 5.45.3 Release notes (June, 2025)
