Like most of us I am working to clean up chaos in our SFDC. We have finally removed all duplicate Leads & Contacts, but now I am left with Contacts that are not currently sitting on the correct Account record. I am trying to determine if there is any...
I have a reassign scenario that I have used over 40 times in the last 9+ months. And today when I opened it the multiple match steps that were previously definied were all missing. I've opened a support ticket, but wanted to see if anyone else has...
I often find myself coming across information or learning a cool function of DemandTools and then wishing I had a place to share it and chat about it with other data minded profession...
Is it possible to use a SF report when using either modify or import?I have a report that has to look @ 2 objects. I don't belive I can do that in DTV? On my contact obejct I roll up a feild from a custom object (called Inquiry). Sometimes my roll-up...
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...
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!
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?
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...
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...
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...
Read the DemandTools 5.41.0 Release notes (August, 2024)
