I downloaded the latest version of DT - 5.46.1.0 - and am now having problems with an import that I haven't had before. I have a field in my spreadsheet called "Company" and I use it to match on the Contact, Lead & Account Object. On the Contact ob...
Hi, I want to assign the account owner to all contacts that have a different owner than the directly linked account. I want to handle this with one Demand Tools job, not via contacts.So far, my only option is to do this with a Match job followed by a...
Hello,I’m using DemandTools dedupe and I’m wondering if there’s a way to include record ID fields in the Activity that gets created when using the MergeOption.Here’s what I’m trying to do:• When I run a dedupe job, DemandTools creates an activity (e....
Hello. I have been using DT (the legacy version before DT5) for about 15 years. My user and password was always saved and I simply did MFA. Suddenly I am no longer saved and cannot sign in even with my SF PW and SF token after it.I then attempted the...
A common concern we hear with Deduping records is the ability to retain valuable information from the same field across multiple records when merging. The initial solution for this within DemandTools was the Field Copy Unique Field Rule in Dedupe. Fi...
Hello, I am trying to get a better understanding of "Allow Blank Override" for imports. What resources do you recommend? Thank you! Gilbert Hernandez
Hello,When I try to log in DemandTools from my Salesforce Sandbox, it says the username and password are wrong. I can login through Salesforce webpage, but when I connect a new CRM through DemandTools, it gives me the error. I use DemandTools 5.45.1 ...
I'm looking to build a formula for a date/time field where the date varies but the time is consistent. When I try to do this, I encounter errors. Goal:Have the date be for "today" (whatever date that is) but the time be 14:00 EST. Attempted Formula:D...
Hi Everyone,As you already rely on DemandTools to keep your CRM data clean and reliable. But are you taking full advantage of everything it can do? Our live, ongoing webinars show you how to tap into the newest features and time-saving workflows, so ...
If I wanted to update a date field that is on a salesforce Account record with the earliest date from a child Contact record, how would I use Demand Tools to do that? Is this something that can be aggregated or is it only a download, manipulate usin...
