DemandTools
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Forum Posts

Dedupe: Person Accounts w/ Contact Point Email/Address

Our organization is shifting data structures to utilize Contact Points. Does anyone have advice on how we can continue to effectively use DemandTools dedup to identify new Person Accounts with matching Contact Point records (whether that be emails/ad...

gursin by Explorer
  • 243 Views
  • 1 replies
  • 0 likes

Member Spotlight - Bill Hare

Can you tell us a bit about yourself and your role in the Community?   I have been in the Salesforce Community since 2007. I hold three Salesforce certs and I'm working towards my Demand Tools cert as well. I also have recently been writing a few bl...

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Activate existing user

How can we activate a user in Validity/Demand Tools?  The user is already listed, but not listed as Active.   

Prevent Duplicate Contacts when Converting Lead Record

Is it possible to prevent the creation of a Salesforce contact record when converting a lead record? I do not want any lead records to prevent from being created but when converting the lead, I would like DupeBlocker to prevent the creation of a new ...

Resolved! Audit Logs not returning successfully inserted record Ids

Hello everyone, I have a question about the Audit logs that DemandTools V automatically creates when using the Import module to insert records. I had enabled the Bulk API checkbox. My batch size in General Settings was set to 1 and I also enabled the...

jramirez by Contributor
  • 612 Views
  • 2 replies
  • 2 likes

New fields not appearing in mapping

I created new fields in Salesforce Contacts and Leads. When I try to Import data and automap, the new fields are not available Is there a delay in synching the systems? Is there something I can do to make it check for new fields in Salesforce?Thanks,...

Schedule Job from Sharepoint

I have CSV files that I want to automate via DemandTools, but I'm clearly facing an issue. I have a dev box that is always on. I created the scenarios and scheduled jobs myself on the dev box (locally active). I set up two import scenarios and one m...

Reno by Observer
  • 561 Views
  • 1 replies
  • 0 likes

Import Bulk accounts

Hello, I am importing the bulk accounts into salesforce using Demandtools , While in preview it shows everything is fine , But after importing i am not finding my annual revenue and billing country fields in all the accounts ! they all are just blank...

Resolved! In Assess - Exclude "Out of Business" Accounts

Hi everyone, in an attempt to improve our Assess score (it's really a personal challenge (read: obsession)), I am trying to see if there's a way to exclude Accounts which we have marked as Out of Business. Is there a way to do this?Thanks! 

CRMSarah by Frequent Contributor
  • 650 Views
  • 4 replies
  • 1 likes