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Forum Posts

Using child objects for field rules

Is there a way to use child objects for scoring in field rules.I have a use case where I want to use a custom marketing data object, which contains information about how people interact with e-mails, to determine which e-mail should win when merging ...

Dedupe Files - Invalid Sharing Type Error

I was pleasantly surprised to find out I can use DemandTools to Dedupe and merge duplicate files (ContentDocument) that my users have uploaded.  It works really well when the same person uploads the same file multiple times.  However, if 2 different ...

Murphybp79 by Frequent Contributor
  • 2640 Views
  • 5 replies
  • 6 likes

Resolved! Import - Preview

New to new interface.   Trying to Import an update to records in SFDC.   I get the preview button activated, and select it; it processes; it says it is complete.  A preview never appears, and i end up cancelling preview?What am I missing?

Resolved! Shorten State on Leads

Attempting to shorten our States on Leads from the long form to the 2 digit using the Modify Module. I have this formula but it's returning the error "There seems to be a problem with the formula syntax, please check it over and try again."StateMatch...

CRMSarah by Frequent Contributor
  • 2015 Views
  • 2 replies
  • 0 likes

Dreamforce 2023 Recap

In case you missed it, Validity was a sponsor at Dreamforce this year! We went all out with big-top experiences that made our booth visitors the ringmasters of their data. Validity’s booth at the event was packed with show-stopping giveaways, demos, ...

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Question about Total Matches column in Match module

Hello everyone,Something is confusing to me about a Match scenario that I saved to do a quick check as I am embarking on a data migration project. My scenario has four Match Steps. In the first three steps, I use the same column of my spreadsheet to ...

jramirez by Enthusiast
  • 1726 Views
  • 3 replies
  • 2 likes

How to do a fake email field change

I'm trying to force a Salesforce duplicate rule to fire for contacts with the same email address, so that I can create reports from the Duplicate Record Set data.  However, the only way to get the duplicate record set records created is to make a cha...