DemandTools - Validity

Using Demand Tools Modify - trying to import a lookup field for a custom object.

I have created a custom object called Source Code. On the Opportunity record, I have a lookup field (Source Code Description) to the Source Code object. I want to mass load all of these source codes to all the Opportunity records in my org. How do I ...

Match Module and Tab Delimited Files

Is there a way to get the Match Module to work with Tab Delimited files? I have a txt file that is tab delimited. I have saved the file as csv and xlsx, but it is still tab delimited. Every time I try to select it as my "Match File", Demand Tools ...

Demand Tools V Certificate

Is there a Demand Tools V Certificate?

Resolved! Malformed Data - how to fix it?

Hi all - just ran the assessment module. I saw Malformed Data - almost 3k records - I think I understand what it is. However, I'm not sure how to fix it. Anyone have any suggestions on how to find those records first and then how to fix? Thanks!!

Resolved! Demand Tools Mass Import Question

Hi All, does anyone know how I can use demand tool to mark the check box for user to 'Generate new password and notify user immediately' I am mas creating users and would like to check the box. If anyone has any information, please advise.

Resolved! Allow Blank Override

Hello, I am trying to get a better understanding of "Allow Blank Override" for imports. What resources do you recommend? Thank you! Gilbert Hernandez

Scheduled Match Scenario

I have a match scenario set up that includes 5 "Fields to show on Preview". I scheduled that scenario to run each morning at a specific time. Unfortunately, every time the schedule runs, the only Match field on the output file is the Match_ID. Any...

DemandTools - Progress Bar Incorrect

Hello - I have been using for DemandTools V App for quite some time, I completed the application update yesterday and had went to process records, but I started getting some strange messages.My processing was showing a percentage that was impossible ...

Resolved! DELETE - how to create filter criteria based on date formula?

Hi!Is there a way to create a scenario to DELETE records using date formula as its criteria?For example, find all records created more than 2 years ago from object and then delete.

OAuth Error: Connecting CRM

Hello,Has anyone experienced the following error when attempting to connect your CRM account to DemandTools V?Error Message: "CRM OAuth Error: Unknown error"Additional Context:I am logged in to my DemandTools accountWe use OneLogin SSOAttemting to co...

Validity Customer Community

Forum Posts

Using Demand Tools Modify - trying to import a lookup field for a custom object.

Match Module and Tab Delimited Files

Demand Tools V Certificate

Resolved! Malformed Data - how to fix it?

Resolved! Demand Tools Mass Import Question

Resolved! Allow Blank Override

Scheduled Match Scenario

DemandTools - Progress Bar Incorrect

Resolved! DELETE - how to create filter criteria based on date formula?

OAuth Error: Connecting CRM

Opportunity Export - Amount (Converted)

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...

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Resolved! Malformed Data - how to fix it?

Resolved! Demand Tools Mass Import Question

Resolved! Allow Blank Override

Resolved! DELETE - how to create filter criteria based on date formula?

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