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...
I have an Import scenario in DT V (v5.36) that uses a small file (250 records) to match against a full sandbox in order to update Accounts matching the Account Id. I am updating a couple of fields. This scenario runs fine against a small sandbox but ...
Hello! Trying to find a way I can retain the contact information (phone & address) when performing a merge? With neither being a combinable option in my salesforce, I'm trying to find a way to still retain all values when merging my scheduled scenari...
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...
Hey all! We are starting our contacting deduping process in our Org and one issue we ran into was Contacts with Contact Roles, therefore, related to Opps. As we want to preserve as much data as possible and abide by our strict contact role validation...
Is there a way to convert leads with email criteria to a specifc account by inputting the ID somehow? If there is a matching contact by email it can convert to that however I want them to become new contacts on an existing account not create any new ...
Happy Friday, Validity Community!! If there's one thing I love to do on Fridays, it's set some time aside for education - and what better way is there to boost your DemandTools knowledge by checking out the DemandTools V Certification? As of this mor...
Hello,We have hundreds of international accounts and contacts that use special characters that don't always convert into a readable format. How can I use Validity to find special characters and then possibly modify them?
I have duplicate contacts assigned to the same owner, but the records have different record types. I need to make the winning record type based on the owner's profile name.In one example the record owner profile is Institutional, and the record typ...
I’ve tried several times over the past week, and been completely unable to run any merges through DemandTools. I can get to the “Review Duplicates” screen after running a scenario:However, clicking “Merge Selected Records” almost immediately returns ...
Welcome to the Validity DemandTools Ask Me Anything event. This event has ended this time and no more replies to this thread will be accepted, please stay tuned for our next event later in the year. If you have further questions, please post them to ...
Read the DemandTools 5.36 Release notes (March 11, 2024)
