How to setup a rule which allows the Lead with higher number of campaigns to be retained.
Hi, I need your help in setting up a rule which will help me to get the Lead record which has the highest number of campaigns, while ignoring the lesser ones.
Hi, I need your help in setting up a rule which will help me to get the Lead record which has the highest number of campaigns, while ignoring the lesser ones.
Does anyone know how I could copy a list of case email messages, along with attachments, from one org to another using DemandTools?I am particularly wondering if it can be done with inline images intact.
Are there any posts already written for DTV on how to insert notes with to the ContentNote object?I've been trying to figure out to create new notes for the ContentNote object, which appears to require a file reference when importing. Is there a wa...
I'm trying to import data from one Salesforce object into another, and as part of the import I want to combine 3 text fields into a single field. Orignally I was going to combine the data in Salesforce prior to importing, but then I came across this...
I have been using demand tools for the past 8 years and it became a necessary tool for me on a daily basis. I just converted to Demand Tools V and have this question. How is this an improvement? The old version was simple and very intuitve. Unless I'...
I have a scenario where I'm wanting to merge records that are the exact same (all fields match, including created/modified dates) due to an import. I have a couple thousand records, so I don't want to have to manually select a winner. However, I ca...
I am new to DemandTools. I have been able to run dedupping in the 2.91 version, but everytime I try in version V, I get this error: Restore Logging on. I have tried logging out and back in, but nothing seems to work. I am not sure what to do. Can...
I couldn't find this in any of the existing documenation, so posting this for anyone else that may have the same questions.If you want to add a Line Break when using a CONCATENATE formula you can use the CHAR(10) character to add it. Example:CONCATEN...
I am using DemandTools 5.21 and cannot figure out how to move stale reports from one report folder to another for deletion. Which scenario category do I select? Is there a help document I can reference? If not available, is it on the product roadmap...
Is there a way to Export the Opportunity Amount(Converted) versus 2 separate fields with the Amount and Currency ? I only see Amount when I try and export.
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