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Dreamforce 2023 - See you in San Francisco!

Validity is thrilled to be sponsoring Salesforce’s biggest spectacle again—and we can’t wait to see you there. We know managing CRM data can feel like a one-man circus. So, we’re going all out this year with big-top experiences that make you th...

Asses field usage in Salesforce

Hi! New to Validity/Demand Tools and wondering if there's functionality that will allow me to see current usage metrics on my Salesforce fields? TIA! 

Slowdown or No Dedupe on the Account Object

Has anyone experienced any issues with deduping records in a specific object? More specifically for Accounts.My team and I have experienced an extreme slowdown of Account dedupe records on both Demandtools (Legacy). If it's slowdown, in most cases, t...

jleung by • Enthusiast
  • 2395 Views
  • 2 replies
  • 1 likes

Resolved! Field rule for checkbox values

For mege/delete using DVT, I'd like a given checkbox field to get marked as "YES" / "TRUE," if any of the candidate records for that merge are marked as "YES" or "TRUE."  How would I craft field rule to accomplish this? 

'Re-assignment' Scenario

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 ...

Customer related Feature Requests – just launched

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...

Anonymous by • Validity Team
  • 1403 Views
  • 0 replies
  • 1 likes

Match Dates in different formats

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 ...

droyer by • Enthusiast
  • 2866 Views
  • 3 replies
  • 0 likes

Resolved! Move Contacts to Correct Accounts Based on Domain

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...

klabisje by • Contributor
  • 4077 Views
  • 2 replies
  • 3 likes

Reassign scenario match steps have all disappeared

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...

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