User account in Winner Rules
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?
Forum Posts
When logged out of sandbox CRM, it prevents scheduled jobs running in production CRM
Myself and my colleagues were logged out of our sandbox CRM environment (we think it may be due to our recent Salesforce stage refresh) and when I logged into DemandTools there was a warning message at the top of the page stating "Your Org "e.g. org ...
Best way to keep capitalized abbreviations in job titles
What is the best way to ensure that what is presently 'VP of Operations' is not modified to Vp of Operations when using the proper function. Is there a set/table of cleanse rules that helps with this?
Resolved! Trying to delete acct records and navigate to Mass Impact
I'm attempting to delete which I thought would be as simple as an import or upate. I'm doing this in a sandbox by the way. When I aim to delete, the setup page (1) recognizes 600 records in my Excel file. Mapping is only the Account ID field even t...
Tune for Merges - Field Values Not Copied from Losing to Winning
I have been using Tune in DemandTools V for single account merges, filtering to specific account IDs and merging one group at a time. I found today that when a field is populated on the losing record and empty on the winning, the value is not moving ...
I am getting a 'Cannot read properties of undefined (reading 'isAdmin')' error when trying to start
I have done a frseh install and restarted etc but still getting the 'Cannot read properties of undefined (reading 'isAdmin')' error. I cannot find anythign on the forum for this error. any help?
Resolved! Modifying contact names with special characters
I have first name and last name, with special characters, and can't figure out a formula. In the majority of cases I want to keep the format as is in SFDC (often spaces). Assume (first name) Mary Ann and (last name) Williams Smith. The resulting NE...
Import - Assigning a Campaign
Is there specific criteria for a campaign to show up in the "Match Step Settings > Assign to a Campaign" dropdown for leads and contacts?I originally thought it was a SFDC settings issues, but my first test campaign did show up in the dropdown (1-2da...
Having Trouble Setting Up Successful Match Rules
I'm new to DemandTools. I've watched the import training video. I've also read through some of the Help Center materials. When I attempted an import, I found that my match rules weren't successful. I work in higher ed. Our fine arts team uses MusicWi...
Dupeblocker Apex
Although I do not exactly have NPSP I have a similar construct in that my Household Account is created with the contact and since we do not keep much information on the account we cannot "out of the box" create a warning on insert or update, only on ...
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Read the DemandTools 5.46 Release notes (October, 2025)
