I am using DemandTools elements with Dupeblocker for Salesforce. I am trying to create a scenario to prevent a contact from being created if a matching Lead record already exists. For example, a Lead record exists but has not already been converted...
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 save secondary contact details from duplicate records As you dedupe the records in you...
DemandTools 5.41 is now available! This maintenance release includes performance updates and bug fixes. Bug Fixes Fixed an issue in Match when exporting 100k+ match results by column that caused some results to span multiple rows.Fixed an issue in ...
Hi,I'm trying to understand how the winner rules work for imports. I have a record that I am importing that I am doing an account match on based on account name, city, state & country. I know that my import record will match with 15 accounts so I u...
Hello,I have a requirement to combine various combinations in field rules such as, 1. If field data exists in one account and not in the other(s) then keep the data2. If field data exists in both accounts then keep the data that was most recently upd...
I was looking at this and have a question about the "Update if Empty" option. It reads: "Update if Empty: If the field value from the winning record is blank, update with a populated value from duplicate record"If there's more than one duplicate reco...
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 create email notifications Every time DemandTools runs a job, you can get notification...
An often forgotten feature with DemandTools, this function allows you to reference fields from a parented object of up to five levels of hierachy above a child. Utilize this feature across modules when conditioning or setting preview fields to ensure...
I have a field that contains a mix of chinese and english characters. Is there a way to import that?
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 create Microsoft Teams notifications Every time DemandTools runs a job, you can get no...
Guy Hanson sits down with SVP of Marketing Cynthia Price for a hype-free discussion about AI implementation and the pitfalls leaders should avoid.
April 28th 12:00pm ET
