Can anyone help me with the following please?I need to change the ownership of a set of Accounts against which an Opportunity is logged to match the ownership of the Opportunity. There are certain criteria to go with this as well - this only affects ...
First of all, we would like to thank you for all of the feature requests that have been submitted to improve our Data products. If you would like to submit a feature request, please click here and follow the instructions. Now on to the fun news. Toda...
Is there any way to match on dates that are different formats? For example, I have a list of contacts that contains the persons name and birthdate. The birthdate on the list is a numeric format (09/06/2023). In Salesforce, the date is written out ...
Is there a way in DemandTools to concatenate a related child object picklist value to a multi-select picklist value on the parent? I thought I could with Modify, however I can't find the solution.
Like most of us I am working to clean up chaos in our SFDC. We have finally removed all duplicate Leads & Contacts, but now I am left with Contacts that are not currently sitting on the correct Account record. I am trying to determine if there is any...
I have a reassign scenario that I have used over 40 times in the last 9+ months. And today when I opened it the multiple match steps that were previously definied were all missing. I've opened a support ticket, but wanted to see if anyone else has...
I often find myself coming across information or learning a cool function of DemandTools and then wishing I had a place to share it and chat about it with other data minded profession...
Is it possible to use a SF report when using either modify or import?I have a report that has to look @ 2 objects. I don't belive I can do that in DTV? On my contact obejct I roll up a feild from a custom object (called Inquiry). Sometimes my roll-up...
Thanks to all who attended this week's Dedupe Basics session! Dedupe Basics is always one of our most popular sessions. Below is a link to the recording and other resources referenced during the session. If you have any outstanding questions from t...
Can anyone tell me with certainty whether the losing records in a dedupe merge are soft or hard deleted? If the answer is, "it depends," can you please identify the dependencies? Thank you!
Read the DemandTools 5.43.0 Release notes (September, 2024)
