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Training Recording & Resources: Dedupe Basics

Thanks to all who attended this week's Dedupe Basics session! Dedupe Basics is always one of our most popular sessions.  Below is a link to the recording and other resources referenced during the session.  If you have any outstanding questions from t...

Resolved! Dedupe: Soft or hard delete?

Can anyone tell me with certainty whether the losing records in a dedupe merge are soft or hard deleted? If the answer is, "it depends," can you please identify the dependencies? Thank you!

Tune & Import?

Hello everyone I'm working on a large batch of duplicate accounts; after exporting the csv file, is it feasible to alter fields in addition to choosing the winning account?

Resolved! Stuck in a Log In Loop

I'm attempting to log into Demand Tools V and when I get logged in, it doesn't show any of my CRM Environments. There's an option in the middle of the screen to log in, and I go through that and it just takes me back to the same window.  It's worth n...

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CRMSarah by Frequent Contributor
  • 1703 Views
  • 1 replies
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Resolved! Dedupe Account Name with "The Group" x "Group" x "Group"

Hi DTV Community,I'm using the Dedupe to try and clean up some duplicated Account records but have found a challenge I can't seem to get working.I have a scenario where I'm matching on Account Name to identify merge candidates. I have 3 duplicate rec...

Training Recap: DupeBlocker for Beginners (8/8/23)

Thanks to everyone who attended today's DupeBlocker for Beginners Training.  The session was filled with information on how to get started, best practices, and using DupeBlocker and DemandTools together for a more effective duplicate management proce...

is DT V Slow to load?

Is it me or is DT V becoming slower to load with every update?  It feels like it takes a good minute or longer or so to Launch from clicking the icon on my desktop

JrojasBT by Explorer
  • 1817 Views
  • 5 replies
  • 3 likes

Demand Tools V all fields in text format

It appears that in the new version V all fields are in text format instead of the actual field format inSalesforce.This is a problem!!! Am I missing something?

gallen by Enthusiast
  • 1111 Views
  • 3 replies
  • 0 likes

Resolved! Reuse custom scoring for field rule

Is there an easy way to reuse the same custom scoring for multiple fields in a field rule? I mean instead of having to type the same criteria multiple times for different fields.