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I'm trying to match a list to current contacts on social security number. Most contacts have the social security number, but it's not being recognized during the match process. It is an encrypted text field and I have the list set as text with in t...
I keep having a need to move all the child records from one account to another account but not do emerge on the actual account. I don't want data from the loser being added to the winner. I just want all the related records moved from one account to ...
Hello! I have a pretty complex set of field rules for merging contacts, and I need to repeatedly make some mass changes to it. The entity has 700+ fields and we're using ~300 of them, and out of those I'll probably need to update 120 or so Custom S...
Each week, we highlight a new use case in DemandTools that we cover in the Validity Help Center. Use these tips to get more out of your DemandTools account! How to merge duplicate person accounts in Education Cloud with DemandTools V Release What do ...
I'm receiving error "Java Certificate Error Upon Login" when attempting to load DemandTools V, where do I obtain this missing certificate?
Hello! I'm a DemandTools newb trying to load a CSV spreadsheet of name and address data to Salesforce. I'm having issues with the "State Match - Long" Transform. In the CSV file, I have a column of two-letter state codes that I'm loading to a cust...
Hi!When I get into "Dedupe: Match Records" screen and click on the button "Manage Merge", after a few seconds I get this error:An unexpected error occurred. Please include this ErrorId if you contact support: 708321844-160792 (520946729)This error ha...
When you need to detect duplicates between specific record subsets while avoiding noise from within-group matches, you'll need to implement a two-scenario approach in DupeBlocker. This technique mimics the "Filter Match Results" functionality availab...
If you're working with Person Accounts in Salesforce Education Cloud, Nonprofit Cloud, or Health Cloud, you may have hit a frustrating roadblock: trying to merge duplicate Person Accounts only to get an error when both records have ContactProfile rec...
