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Resolved! DeDupe matching on case subject excluding reply indicator

Greetings.I am trying to figure out if it is possible to duplicate cases using the dedupe module, looking for records, where the subject may contain a reply indicator. For example, example that these two subjects should be considered as potential dup...

Resolved! Not able to select multiple objects in the import module

Hi, I am referring to the "Data Loading Workshop" video from https://www.validity.com/video-hub/ .In there you can see how the guy is selecting multiple salesforce object to match for the upsert operation. I also have seen other users being able to d...

kosta by Enthusiast
  • 542 Views
  • 1 replies
  • 1 likes

Resolved! Limiting the dup pairs to the ones with only two duplicate record

 Hi, we have a situation that when there is only two records in a dup pair - the winner is clear.If there are three or more duplicate records in a dup-pair, it usually means something requires human intervention.Is there any way to make the Merge Man...

NA by Frequent Contributor
  • 999 Views
  • 4 replies
  • 1 likes

Prevent a record as being merged as the losing record

Is anyone aware of a way to prevent a record from being selected as a losing record and merging into the winning record?  I have a situation where Salesforce syncs with another application which has duplicate records that we can't merge.  So, if the ...

sakme by Observer
  • 486 Views
  • 1 replies
  • 0 likes

Demand Tools and Slate

Does anyone know if Demand Tools V will work with the Slate CRM?  We have always thought that it just worked with Salesforce, but someone indicated that it might work with Slate as well.  I'm just trying to find some kind of verification about that.

droyer by Enthusiast
  • 668 Views
  • 1 replies
  • 0 likes