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...
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 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?
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...
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...
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...
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 ...
Is there a way to create a scenario to check for duplicate accounts that are NOT the same record type? I can see where I can create a filter for a specific Record type or use it as a matching criteria, but I would like to so potential duplicates betw...
Similar to the question asked in the post below, we would like to be able to 'convert' matching Unconverted Leads to existing Contacts and Accounts.If we do this manually, Salesforce will recognise the duplicate and ask if we want to convert the lead...
A big thank you to everyone who attended today's DemandTools 5.43 Release Training! We had a great turnout and tons of questions. We hope those who attended enjoy the session. Below you will find links to the recording, release notes, and other res...
Read the DemandTools 5.46 Release notes (October, 2025)
