HI All,I am a Salesforce Admin at a non profit. We use Demand Tools mainly to dedupe and merge accounts and contacts. Is there a way to see how many contacts we merged in a specific period? I can estimate how many records I reviewed (I download those...
Hi everyone - easy question here for someone. We have an external tool that adds '^' to a Contact's title. For instance, the contact's title would be '^Accountant^'. I'm looking to run a cleanup job every night that would remove the Caret Notation ma...
Hi everyone! I've gone through a few passes now to clean up out individual Lead record duplicates. Now I get into the realm of duplicates occurring because names are misspelled...first and/or last. Sometimes you can tell just by looking what it sh...
Hello everyone, I am having confusion on using the "Blank Values" option in Step 2 of the Dedupe Module. It seems like when I set up my conditions, and then turn on "Blank Values" for my MailingStreet field condition, it looks like I'm not getting an...
I love the monthly training sessions on the various Demand Tools modules. They have propelled my skills from beginner to super user. Thanks!!!
Reassigning records owned by inactive users is quick and easy using the Reassign Module in DemandTools. Simply use the “Record Selection Criteria” to pull back records where the Owner.IsActive flag is false. (See visual below) Once that condition is ...
I'm building out a modify to my Accounts object. We have record types for People (Households) and Businesses/Churches (Organizations) - I'm trying to change some businesses with INC in their name but Vince also contains those 3 letters. I really wa...
DupeBlocker version 3.15.0 was released this week! Enhancements include: Redirect to existing record now copies the data entered on insert into an Edit view of the matching duplicate after redirecting the userDupeBlocker Potential Duplicates is now ...
I saw that a new version of DemandTools was available today (5.24.1), and I had an issue with the previous version (5.23.2) where formuals were not able to be validated, so I wanted to see if that issue was fixed in the latest release. When I looked ...
Hi all - wondering if anyone has seen this - if not will email support Just ran an assess job in prod earlier today and (after updating my version) it worked fineNow try to run an assess job in a lower environment and got an error - found this in the...
Read the DemandTools 5.43.0 Release notes (September, 2024)
