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Merging Duplicate Contacts with Contact Roles

Hey everyone, I participated in the webinar a couple of weeks ago for Advanced Duplicate handling and I thought I was all squared away but I just realized that it doesn't solve my problem because my issue spans across the Contact & Contact Roles Obje...

CRMSarah by • Frequent Contributor
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  • 5 replies
  • 3 likes

Any tips and tricks for dedupes?

Need an efficient way to dedupe multiple record types on the same object efficiently and accurately.Would appreciate best practices!

karthik by • Contributor
  • 1318 Views
  • 1 replies
  • 4 likes

Scheduling Jobs

Hello all,What's the best way to scedule jobs to run end of the day and/or during weekend?Currently, I'm not really fond of the V Release as certain things I tried never worked, yet it could be me and not the tool... has anyone done that and if so ca...

Resolved! Updating Date field

I am new to DTV and have been using the legacy DT through 6yrs of my employment. I have been updating date fields using this format MM/DD/YYYY using legacy DT with no issues. When I tried the same using DTV, the records were updated but it shows the ...

DemandTools Module Training Series - New Dates Added

We have added new dates to our DemandTools V Release: Module Training Series.  Check out the schedule below.  If there is another topic you are interested in learning about, drop a note below. We are always looking for ways to expand our offerings.  ...

Limit on Data in Bulk API?

I'm working to delete about 1.5 million records or so. While it took me awhile to download what I needed so I could match the file to Salesforce (this is the task object, and we have archived tasks going back to 2012 that we don't need and Pardot has...

RayneJSA by • Enthusiast
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  • 2 replies
  • 1 likes

Contact Import

I have a Contact Object import to Salesforce, and the file only has Account name. I'd like to upsert existing matching records.For new records, i want to look for a matching account to attribute to. if the account doesn't exist, then i want to create...

Website domain matching....returns too many?

Using the Match module, I'm matching an input file that includes websites against our Accounts based on "Comparison type" = Domain.The help files suggest that it uses what's after http:// to do the matching, but there's more going on.As an example, m...

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Read the DemandTools 5.44.0 Release notes (January, 2025)

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