DemandTools - Validity

OneDrive issue

We've recently started using OneDrive to save and share our team files.I have noticed that since we have switched from using mapped Shared Drives on a server, to using OneDrive, that we cannot link Demand Tools to that file if it is currently open, a...

How can I schedule a touch records scenario, but be able to call different records each run?

Hi how can I schedule a modify/touch records scenario, but be able to modify different records each time? Currently I am touching batches of 20 - 30 records at a time by providing record ID's with commas to separate them under Record Selection Criter...

NEW DemandTools V Dedupe Certification Test!!

Hello fellow DemandTools V users!As you may or may not know, we have recently launched the beginning of the DemandTools V Certification program. This was announced in October's Newsletter and started just a couple of weeks ago with the DemandTools V ...

Better way to identify/label sandboxes

I was going to move some data between sandboxes using the Import feature and I can't identify which sandbox is which from the dropdown. They all just show my company name and say 'sandbox'. I have 4 sandboxes, I need to either see the userrname or a ...

Resolved! Organization of Scenarios

Wondering if y'all have ideas or suggestions on how to organize scenarios? Right now we are utilizing the star function but would love to see some folder capacity.

Using child objects for field rules

Is there a way to use child objects for scoring in field rules.I have a use case where I want to use a custom marketing data object, which contains information about how people interact with e-mails, to determine which e-mail should win when merging ...

DemandTools Fundamentals Certification

Who has finished the DemandTools Fundamentals Certifications?? I just finished it! Hooray! https://certification.validity.com/certifications/

Dedupe Files - Invalid Sharing Type Error

I was pleasantly surprised to find out I can use DemandTools to Dedupe and merge duplicate files (ContentDocument) that my users have uploaded. It works really well when the same person uploads the same file multiple times. However, if 2 different ...

Resolved! Import - Preview

New to new interface. Trying to Import an update to records in SFDC. I get the preview button activated, and select it; it processes; it says it is complete. A preview never appears, and i end up cancelling preview?What am I missing?

Resolved! Shorten State on Leads

Attempting to shorten our States on Leads from the long form to the 2 digit using the Modify Module. I have this formula but it's returning the error "There seems to be a problem with the formula syntax, please check it over and try again."StateMatch...

Validity Customer Community

Forum Posts

OneDrive issue

How can I schedule a touch records scenario, but be able to call different records each run?

NEW DemandTools V Dedupe Certification Test!!