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What is DemandTools Expert Office Hours?

DemandTools Expert Office Hours is the place to be every week to talk all things DemandTools. Solutions, answers, challenges... we've got them. Audience: If you use DemandTools on a daily basis, beginner or advanced level, you are invited! Format: We...

Resolved! Match Export not Aligned to Original Data

Has anyone else had an issue of the preview of the match results are in the correct order, but when you export and open the file it is in a completely different sort order?This is causing mismatches in data or additional run time to check the sort or...

LFoster by Contributor
  • 2 replies

Demand Tools V

I have been using demand tools for the past 8 years and it became a necessary tool for me on a daily basis. I just converted to Demand Tools V and have this question. How is this an improvement? The old version was simple and very intuitve. Unless I'...

gallen by Enthusiast
  • 2 replies

Looking for a formula to replace specific words in a field?

Use the DTV modify module and choose the formula tab.  Enter this formula: RegExReplace( {field to update here} , "0|Not Provided|not provided|null|(N\/A)|\(not provided\)|\?" , "")  In this instance, the words to be replaced are 0, Not Provided, not...

Resolved! Salesforce Object Permissions for DemandTools Users

Hello to the community - We have a small group of Salesforce users training up on DemandTools who will be responsible for managing Opportunity data for their respective Sales regions. These users have standard Read, Create, Edit permissions on our co...

Resolved! Using Salesforce as a Source

I'm surely not alone here, but the thought struck me, why am I running reports in Salesforce to get a list of Record IDs only to use it as an Excel upload file for the changes I want to effect?!Why not simply use our Salesforce instance itself as the...

Modify field data

Hi...I'm new to Demand Tools V, but have used Demand Tools for years. I have a list (file) of bounced email addresses that I want to remove from Salesforce. I've already matched them up in Demand Tools, but I'm having a hard time figuring out how to ...

Econ242 by Explorer
  • 1 replies

Import module - Constant date =TODAY ?

Hello the community,Sorry to disturb you but I need some help please  In Import Module, how I can insert a Constant value date like (=TODAY) to insert the today date each time I use my scenario ? I don't know if I'm clear, if not I refrase my questio...

Cross Filters for Modify

Hello! I'm trying to set up an automation to modify records that are opportunities with GAU allocations that contain "merchandise" in the name and are 100%. Anything that fits this criteria, I would like the "type" to be changed to "merchandise." I'm...