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Resolved! Salesforce Object Permissions for DemandTools Users

Hello to the community - We have a small group of Salesforce users training up on DemandTools who will be responsible for managing Opportunity data for their respective Sales regions. These users have standard Read, Create, Edit permissions on our co...

Resolved! Using Salesforce as a Source

I'm surely not alone here, but the thought struck me, why am I running reports in Salesforce to get a list of Record IDs only to use it as an Excel upload file for the changes I want to effect?!Why not simply use our Salesforce instance itself as the...

Modify field data

Hi...I'm new to Demand Tools V, but have used Demand Tools for years. I have a list (file) of bounced email addresses that I want to remove from Salesforce. I've already matched them up in Demand Tools, but I'm having a hard time figuring out how to ...

Econ242 by • Explorer
  • 3143 Views
  • 1 replies
  • 2 likes

Import module - Constant date =TODAY ?

Hello the community,Sorry to disturb you but I need some help please  In Import Module, how I can insert a Constant value date like (=TODAY) to insert the today date each time I use my scenario ? I don't know if I'm clear, if not I refrase my questio...

Cross Filters for Modify

Hello! I'm trying to set up an automation to modify records that are opportunities with GAU allocations that contain "merchandise" in the name and are 100%. Anything that fits this criteria, I would like the "type" to be changed to "merchandise." I'm...

JenessaB by • Explorer
  • 2161 Views
  • 1 replies
  • 1 likes

Training Reminder: Dedupe Basics 6/6/23 - 11 AM EDT

Happy Monday! Quick reminder that we have a Dedupe Basics Training scheduled for tomorrow 6/6/23 at 11 am EDT.  Our very knowledgeable CSM @AnthonyValidity will walk through the basics of the dedupe module on the DemandTools V Release. Whether you ar...

Finally moving on from DemandTools 2.91

We're finally getting started on the process of moving on from our old, familiar version of DemandTools to the latest and greatest. I'd love to hear to hear any tips, tricks, and things to watch out for from other folks who've made the switch!

Resolved! Demand Tools remains blank after logging into Application

Hi everyone,Just thought I would post this to help anyone having this issue since we spent a few days trying to find a solution.  The issue we saw was that a few of our team members tried logging into the Demand Tools application with their validity ...

Welcome - Introduce Yourself

Hello all, I would like to echo @AnthonyValidity's sentiment in welcoming you all to the DemandTools forum on the Validity Customer Community. If you have not seen it already, our employees are also making their introductory posts here.  We hope that...

Anonymous by • Validity Team
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  • 19 replies
  • 22 likes

Resolved! Using Demand Tools to purge old leads

Hello community! I am looking for some ways to use Demand Tools to help with purging old leads. We are getting close to over 300,000 records in our org and I know quite a few never amount to anything beyond that stage. What are some conditions or for...

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