Resolved! Allow Blank Override
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, 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...
Hi Everyone,I’m excited to share that we’ve revamped our DemandTools Video Library! The content has been updated to reflect the latest feature enhancements and user interface improvements. We've also improved the navigation experience based on user ...
At the final match in PeopleImport there was the options to "Check None", "Check All", "Check Insert", Check Update",etc. Is this still available in DemandTools V Import module. I can't seem to find it.Thanks!
When I run my duplicate assessment, it works and notifies me that I have some moderate duplicate accounts. I want to pull the names and info of the account Validity is identifying through that assessment. I can't find the path to do that. Is there on...
Hi, I am seeking to set up an automated dedupe process for contacts. In this scenario, when arriving at the Review Duplicates screen, there is a *key field* we are using for scoring.1.) If the key field isn't populated on any matched (potential merge...
Is there a way to conditionally update fields using 'Modify with a Formula' in DemandTools, specifically choosing either the import file's value or the existing Salesforce value based on certain criteria?Example Scenario:I want to update the Phone fi...
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