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DemandTools Academy - November Lineup (Spoiler Alert - New Session on Notifications!)

DemandTools Training Lineup We’re thrilled to announce the addition of new training sessions designed to enhance your DemandTools experience. Join us for a special session on Using DemandTools Notifications on Thursday, November 14. This 30-minute w...

Resolved! Override/ignore to prevent Proper update of "IT" -- as in VP of IT

I'm updating thousands of Title fields, and the Override Proper works well - expect for IT, and understandably so. There are about 3k Contacts whose titles include IT, but "VP of IT" becomes "VP of it". I've tried using a condition placing a space ...

Populate Target Lookup Field using an External ID while using the Import Module

Hi all! A new user here, so appreciate any help.I am using the Import module in Demand Tools V to migrate some records from one instance of Salesforce to another. Are we able to use an external ID field to populate a lookup field while importing?For ...

Resolved! How to find duplicate email address across Leads and Contacts?

We suspect we have Leads in our SF that have the same email address (and are likely the same person) as existing Contacts. How do I use Demand Tools to find duplicate emails across multiple objects?

HELP! Updating Picklist but created 2000 dupes in SFDC

I've done many Import > Updates and, I guess it's my imagination that the process has changed. I wanted to update an Account > Industry picklist. I uploaded a file with Account Name and Industry (2000 records), mapped records (allways update Indust...

Resolved! Update Picklist Field Using Formula with SEARCH function

I'm using the Modify module to try and update a new picklist field I've created with a formula. I want to select a certain value based on if I can find the word "Cancelled" in the name of the record. I'm trying to use an IF with SEARCH, but I keep g...

User account in Winner Rules

I want to create a Winner Rule in Dedupe for accounts with Community Login user accounts associated with them. Is there a way to do this in DemandTools?

When logged out of sandbox CRM, it prevents scheduled jobs running in production CRM

Myself and my colleagues were logged out of our sandbox CRM environment (we think it may be due to our recent Salesforce stage refresh) and when I logged into DemandTools there was a warning message at the top of the page stating "Your Org "e.g. org ...

Best way to keep capitalized abbreviations in job titles

What is the best way to ensure that what is presently 'VP of Operations' is not modified to Vp of Operations when using the proper function. Is there a set/table of cleanse rules that helps with this?

Resolved! Trying to delete acct records and navigate to Mass Impact

I'm attempting to delete which I thought would be as simple as an import or upate. I'm doing this in a sandbox by the way. When I aim to delete, the setup page (1) recognizes 600 records in my Excel file. Mapping is only the Account ID field even t...

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DemandTools Academy - November Lineup (Spoiler Alert - New Session on Notifications!)

Resolved! Override/ignore to prevent Proper update of "IT" -- as in VP of IT

Populate Target Lookup Field using an External ID while using the Import Module

Resolved! How to find duplicate email address across Leads and Contacts?

HELP! Updating Picklist but created 2000 dupes in SFDC

Resolved! Update Picklist Field Using Formula with SEARCH function

User account in Winner Rules

When logged out of sandbox CRM, it prevents scheduled jobs running in production CRM

Best way to keep capitalized abbreviations in job titles

Resolved! Trying to delete acct records and navigate to Mass Impact

Share Field Rules to Organisation

Object to Dedupe dropdown does not give me the acc...

Another "sily" question

check ahead of time regarding potential data issue...

How to write winner rule to identify primary recor...

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Resolved! Override/ignore to prevent Proper update of "IT" -- as in VP of IT

Resolved! How to find duplicate email address across Leads and Contacts?

Resolved! Update Picklist Field Using Formula with SEARCH function

Resolved! Trying to delete acct records and navigate to Mass Impact

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