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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...

Murphybp79 by • Frequent Contributor
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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?

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...

Resolved! Modifying contact names with special characters

I have first name and last name, with special characters, and can't figure out a formula. In the majority of cases I want to keep the format as is in SFDC (often spaces).  Assume (first name) Mary Ann and (last name) Williams Smith.  The resulting NE...

Import - Assigning a Campaign

Is there specific criteria for a campaign to show up in the "Match Step Settings > Assign to a Campaign" dropdown for leads and contacts?I originally thought it was a SFDC settings issues, but my first test campaign did show up in the dropdown (1-2da...

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