DemandTools - Validity

'Convert' Lead to existing Contacts

Similar to the question asked in the post below, we would like to be able to 'convert' matching Unconverted Leads to existing Contacts and Accounts.If we do this manually, Salesforce will recognise the duplicate and ask if we want to convert the lead...

Recording: DemandTools 5.43 Release Training (October 3, 2024)

A big thank you to everyone who attended today's DemandTools 5.43 Release Training! We had a great turnout and tons of questions. We hope those who attended enjoy the session. Below you will find links to the recording, release notes, and other res...

Can you update a field instead of doing a merge on found duplicates

We are pulling airport data from multiple sources. In our scenario, the identifiers (IATA, ICAO, and local) for an airport can be the same but that does not mean it's a duplicate. We are keeping airport history so it is possible the codes are the sam...

Resolved! Export a Salesforce Report

Is it possible to use Demand Tools to export a formatted report from Salesforce? It doesn't appear like there is a way unless I'm missing something.

Blank a date field

Hi, I am using modify to blank a number of fields in SFDC, one of them is a date field that I need to balnk. SFDC rukes mean that I am not able to blank this field, is there any way into fooling the system into thinking that a date is now blank? for ...

Resolved! != TODAY

In DemandTools you can add a relative date operator of TODAY TOMORROW, YESTERDAY, but if you want to go further back or forward you can use < or > LAST_N_DAYS or NEXT_N_DAYS.Question is, if I want to exclude records created 'TODAY' would that be < LA...

DemandTools V 5.43 Release Overview Session - Thursday, Oct 3

Register today for this week's DemandTools 5.43 Release Overview Session! Our DemandTools experts will walk users through new features now available in this release including Report Actionable Records, the ability for Admins to enable Email Verificat...

(Update: Service Restored) Product outage impacting some of Validity's products - Working to resolve

We are experiencing a product outage impacting DemandTools V, DemandTools Elements, and GridBuddy Connect. Our engineering team has determined that the root cause for this is an AWS outage. Our team is actively monitoring the situation and working to...

Deduping accounts when people 'just know' they are duplicates - Open to suggestions!

Hi all!I'm still very much a neophyte when it comes to DemandTools. My solution to this issue will make that abundantly clear. Read on, if you dare!We've done a great deal of data clean up, and now we are getting down to the stuff that is really inst...

Why does my scheduled job not run?

I have a DemandTools scheduled job that is supposed to run several Dedupe scenarios. Everything is set to active and scheduled to run at 9:30AM. I'm logged into my computer at 9:30AM and logged into DemandTools. For several days, the schedule shows ...

Validity Customer Community

Forum Posts

'Convert' Lead to existing Contacts

Recording: DemandTools 5.43 Release Training (October 3, 2024)

Can you update a field instead of doing a merge on found duplicates

Resolved! Export a Salesforce Report

Blank a date field

Resolved! != TODAY

DemandTools V 5.43 Release Overview Session - Thursday, Oct 3

(Update: Service Restored) Product outage impacting some of Validity's products - Working to resolve

Deduping accounts when people 'just know' they are duplicates - Open to suggestions!

Why does my scheduled job not run?

Webinar

Override/ignore to prevent Proper update of "IT" -...

How can I replicate FieldCopyUnique on Other Addre...

How to find duplicate email address across Leads a...

Update Picklist Field Using Formula with SEARCH fu...

Trying to delete acct records and navigate to Mass...

Get your blog on

Resolved! Export a Salesforce Report

Resolved! != TODAY

Ask Me Anything Series

DemandTools Newsletter

Webinar

Get your blog on