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PIC Location

Our opportunity location follows the location of the opportunity owner, however I need to override this when I bulk upload opportunities for other parts of our business. I can amend it after I upload the Opps but not as I upload them, this causes me ...

Anita by • Explorer
  • 1922 Views
  • 5 replies
  • 0 likes

Resolved! Separation of Duties - different roles per environment

First off, Hi all -- glad to join this great community!  Only quick question I had was an enhancement request (of course ;))From an audit perspective, we are trying to prevent developers from making changes in development and production. We want to h...

Date format issue

Hi, we have recently started using Demand Tools and I am having a problem uploading data with the correct dates. I uploaded approximately 9000 records, each with 4 or 5 date fields and a large number of them uploaded as the next day. Not all of them ...

SM by • Explorer
  • 3651 Views
  • 7 replies
  • 2 likes

DemandTools is a TimeSaver!

I have been an extremely early adopter of DemandTools and other products by Validity.  (Think first year they started!)  It is one of the first screens I open each day.  It has saved me countless hours in working with data.  It is the on product I en...

LFoster by • Contributor
  • 2122 Views
  • 3 replies
  • 2 likes

Progress bar

HiI've been using Demand Tools for around 9 months now and have quickly become a fan.  I find it an incredibly powerful tool, and I certainly would not be able to do my job without it.I initially used v. 2.91 but have recently upgraded to v 5.22.  It...

Talk about tools . . .

Started using Demand Tools 5 years ago as a non-profit. Moving data and correcting data in Salesforce would not be possible with our staffing level without it.  Keep up the good work!

EKB by • Explorer
  • 1281 Views
  • 1 replies
  • 1 likes

How do I reassign ownership based on an xls?

I have an xls that has been reviewed by leadership with lead owner changes.They are well trained so I have the user (ownerID) in the xls.I have tried using both Import/Update as well as reassign. When I use import/update it just doesnt do anything at...

HWhis by • Observer
  • 1709 Views
  • 1 replies
  • 1 likes

Resolved! New Training Sessions in DemandTools!

So excited for the new training sessions.  I am planning on attending to better understand the app and cover anything new or missed by me from prior sessions. https://knowledge.validity.com/hc/en-us/articles/7989533251739-DemandTools-Module-Training-...

LFoster by • Contributor
  • 1923 Views
  • 1 replies
  • 6 likes
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