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Resolved! Apartment Numbers

What would be the best way to aproach finding duplicates withere:1) One record may have an apartment number and the other does not? And then how do you make the address with the apt number the field rule winner?2) Find dups where the Apt numbers may ...

NA by Frequent Contributor
  • 1799 Views
  • 5 replies
  • 0 likes

Lunch on Us! Exclusive Invite for DemandTools Customers

You're invited to an exclusive webinar for DemandTools customers! You and your Email Marketing Manager will enjoy lunch on Validity when you join us for an informative webinar on the virtuous cycle of solid CRM data empowering marketing teams to craf...

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Resolved! Is it possible to upload/insert Account Plan record?

I feel like I remember reading something about uploading Account Plans, but I am unable to see the Account Plan object in either DemandTools or Dataloader.ioin order to upload Account Plans. Am I missing something? I do have object permissions for Ac...

Add a setting to enable allowSave duplicateRuleHeader

It would be helpful to have a setting we can enable that will make it possible to import or update records that would otherwise fail duplicate rules that have an Allow:Alert setting. This can be handled by the duplicateRuleHeader: https://developer.s...

Resolved! Newest Record in a Field Rule

Can someone clarify what it means to keep the value of the "newest" in the field rule choices?For Example - the email address.Am I corrrect to assume that the "newest" refers to the creation date of the contact record and the winning email address wi...

NA by Frequent Contributor
  • 1147 Views
  • 2 replies
  • 1 likes