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...
Hey all! We are starting our contacting deduping process in our Org and one issue we ran into was Contacts with Contact Roles, therefore, related to Opps. As we want to preserve as much data as possible and abide by our strict contact role validation...
Is there a way to convert leads with email criteria to a specifc account by inputting the ID somehow? If there is a matching contact by email it can convert to that however I want them to become new contacts on an existing account not create any new ...
Happy Friday, Validity Community!! If there's one thing I love to do on Fridays, it's set some time aside for education - and what better way is there to boost your DemandTools knowledge by checking out the DemandTools V Certification? As of this mor...
Hello,We have hundreds of international accounts and contacts that use special characters that don't always convert into a readable format. How can I use Validity to find special characters and then possibly modify them?
I have duplicate contacts assigned to the same owner, but the records have different record types. I need to make the winning record type based on the owner's profile name.In one example the record owner profile is Institutional, and the record typ...
I’ve tried several times over the past week, and been completely unable to run any merges through DemandTools. I can get to the “Review Duplicates” screen after running a scenario:However, clicking “Merge Selected Records” almost immediately returns ...
Welcome to the Validity DemandTools Ask Me Anything event. This event has ended this time and no more replies to this thread will be accepted, please stay tuned for our next event later in the year. If you have further questions, please post them to ...
Story time from this morning! After almost 15 years, I still geek out over DemandTools when I can run a job that saves me tons of time (and makes me look a little bit like a hero! )People often think that DemandTools is just for Salesforce Admins. Wh...
I love the ability to change records in real-time in the Tune preview grid. Is this available in any other modules or planning to be available in any others?
Read the DemandTools 5.43.0 Release notes (September, 2024)
