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Demand Tools and Custom Metadata

Hi there - I take it there's no way to use DemandTools (currently on v 2.91) to export, import, or update records. We're defining a new Custom Metadata Type that will have about 500 rows. I don't want to create those by hand. Looks like I might have ...

Resolved! Modify Field for Tagging data that needs to be reviewed.

In the class yesterday 7/11, Johnathan mentioned a way to flag a field so  you can review then clean in tune or import back in the corrected values.The field needs to be created first is my understanding, however can this field be a drop down so that...

BBF by Contributor
  • 1958 Views
  • 2 replies
  • 2 likes

Resolved! Adding values to a multiselect picklist

So after testing this, if the one that already has 'Accounting' in the Job_Function__c field, if I process the modify, it will change the value from 'Accounting' to 'Executive' rather than being 'Accounting; Executive'; any recommendations for combin...

CRMSarah_0-1689083269633.png CRMSarah_1-1689083288620.png CRMSarah_2-1689083384898.png
CRMSarah by Frequent Contributor
  • 2125 Views
  • 3 replies
  • 1 likes

People Import --> DTV functionality question

I have been using Demand Tools forever and love DTV as well. I have been working to recreate my match scenarios in DVT that I have in People Import, but continuing to use PI because I am finding there are features in PI that do not exist in DTV. So, ...

ahenkel by Enthusiast
  • 648 Views
  • 1 replies
  • 1 likes

Resolved! Assessment module question - again :)

Hi all - I ran the assessment module and found that I had about 400 dupe contacts. So, with some help from the community - I ran the scenarios that make up the assessment module and was able to drop that initial total by about 100. So, my question is...

bhare1357 by Frequent Contributor
  • 1303 Views
  • 1 replies
  • 1 likes

Resolved! Modify Module - Nested If formula

Hi There,Can anyone of you help with the below query, please?I'm trying to create a formula to set the field value in the modify module using IF function but I get the error as "There seems to be a problem with the formula syntax, please check it ove...

Resolved! how can I mass convert leads into contacts?

Good Morning!Just wondering if there is a way to mass convert leads into contacts using DTV.I've about 430 leads that share the same emails as for contacts already in SFDC.The exercise is to potentially convert those leads into contacts, then merge t...