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Resolved! How to write winner rule to identify primary record

Hi Team,I am writing winner rule to identifying primary LEAD record as below:Prospect Type = 'ABC'. Keep this as primary record.and If I get multiple records with same criteria then keep the latest created date record as primary.Could someone please ...

How to merge duplicate record with filter criteria

Hi Team,After identifying Winner lead record, I need to merge duplicate record based on below criteria:Merge all asociated task record from duplicate lead record having record type on task as 'A' and 'B' and task status would be 'Not Started'If we ge...

Resolved! check ahead of time regarding potential data issues?

Hi all - got this question from a colleague - Does Demand Tools have an a feature where it can tell if you are going to have issues with your data prior to loading it?My initial recation is no but thought I would post it here to see if I'm missing so...

bhare1357 by • Frequent Contributor
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  • 2 replies
  • 1 likes

Copy case email messages from one org to another

Does anyone know how I could copy a list of case email messages, along with attachments, from one org to another using DemandTools?I am particularly wondering if it can be done with inline images intact.

edgrisse by • Observer
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  • 1 replies
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Resolved! How do I import ContentNotes with DTV?

Are there any posts already written for DTV on how to insert notes with to the ContentNote object?I've been trying to figure out to create new notes for the ContentNote object, which appears to require a file reference when importing.   Is there a wa...

Merging Fields During Import

I'm trying to import data from one Salesforce object into another, and as part of the import I want to combine 3 text fields into a single field.  Orignally I was going to combine the data in Salesforce prior to importing, but then I came across this...

Murphybp79 by • Frequent Contributor
  • 3854 Views
  • 6 replies
  • 1 likes

Demand Tools V

I have been using demand tools for the past 8 years and it became a necessary tool for me on a daily basis. I just converted to Demand Tools V and have this question. How is this an improvement? The old version was simple and very intuitve. Unless I'...

gallen by • Enthusiast
  • 4941 Views
  • 4 replies
  • 5 likes

Resolved! Dedupe Winner Rule When Records Exact Same

I have a scenario where I'm wanting to merge records that are the exact same (all fields match, including created/modified dates) due to an import.  I have a couple thousand records, so I don't want to have to manually select a winner.  However, I ca...

Murphybp79 by • Frequent Contributor
  • 2329 Views
  • 2 replies
  • 0 likes
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