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...
We’re working on a DemandTools job where we want to modify a value that looks like this: "$9.09 CAD". Specifically, we want to remove the dollar amount and retain only the currency code—so for example:Input: "$9.09 CAD"Desired Output: "CAD"We do not ...
When attempting to merge a contact related to a cadence I'm getting the following error -We can't merge these contact records because at least one of the duplicates being deleted is assigned to a cadence. Remove those records from the cadence and try...
Hi everyone,This week, I’d love to spotlight one of my favourite features in DemandTools Tune, a powerful, spreadsheet-style interface that makes visualising and fixing data issues easier than ever. No coding required, you can build your own queries...
I have parent object (application) and child object (advanced credit course). On parent application object the NAME field, which is auto number, is the application number. On the child object, the corresponding field with application number is master...
Hi team! I have a scenario that I'm hoping there's a solution for, but I cannot find anything available. I have a file of accounts that we know are duplicates, but we haven't determined which are winning vs losing. We have very robust winner rules co...
Hello! We rely heavily on the AccountContactRelation object. The trouble is that the non-winning Contacts' ACRs are also deleted when merging duplicate Contacts. I'm in search of creative ways to preserve, merge or store those AccountContactRelation ...
Greetings.I am trying to figure out if it is possible to duplicate cases using the dedupe module, looking for records, where the subject may contain a reply indicator. For example, example that these two subjects should be considered as potential dup...
Hi, I am referring to the "Data Loading Workshop" video from https://www.validity.com/video-hub/ .In there you can see how the guy is selecting multiple salesforce object to match for the upsert operation. I also have seen other users being able to d...
Read the DemandTools 5.45.3 Release notes (June, 2025)
