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Forum Posts
Use Case: Using DemandTools To Transform Raw Data
@JonG_Validityworked with a customer for an awesome use case we had to share. Using DemandTools new Formula Template operation, the Import module supports several different ways to transform raw data using out of the box Transform Operations or a For...
Video: DemandTools Notifications
If you missed the webinar this morning, take a half hour to learn about DemandTools Notifications in the recording below. As we discuss in the video, this feature is a game changer in being efficient with your data reporting operations for a number o...
Member Spotlight - Sarah Orens
My name is Sarah, and I've had the pleasure of working in the CRM space for nearly 12 years now! I started my career as a support representative in a call center where I first encountered CRM technology using Microsoft Dynamics. That early experie...
Resolved! How can I replicate FieldCopyUnique on Other Address (where individual fields may be blank)
I want to use FieldCopyUnique to save a different Mailing Address to Other Address. So, it looks like I need to define each field individually (Other Street, Other City, Other State, Other Country), but I need to make sure I'm keeping the Other Addr...
DemandTools Academy - November Lineup (Spoiler Alert - New Session on Notifications!)
DemandTools Training Lineup We’re thrilled to announce the addition of new training sessions designed to enhance your DemandTools experience. Join us for a special session on Using DemandTools Notifications on Thursday, November 14. This 30-minute w...
Resolved! Override/ignore to prevent Proper update of "IT" -- as in VP of IT
I'm updating thousands of Title fields, and the Override Proper works well - expect for IT, and understandably so. There are about 3k Contacts whose titles include IT, but "VP of IT" becomes "VP of it". I've tried using a condition placing a space ...
Populate Target Lookup Field using an External ID while using the Import Module
Hi all! A new user here, so appreciate any help.I am using the Import module in Demand Tools V to migrate some records from one instance of Salesforce to another. Are we able to use an external ID field to populate a lookup field while importing?For ...
Resolved! How to find duplicate email address across Leads and Contacts?
We suspect we have Leads in our SF that have the same email address (and are likely the same person) as existing Contacts. How do I use Demand Tools to find duplicate emails across multiple objects?
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DemandTools Newsletter
Read the DemandTools 5.43.0 Release notes (September, 2024)
