Scenario Example to replicate PeopleImport with DTV Import Upsert
Revised 3/23/2023 with appendix notes at the end on how to update after adding campaign members.If you're looking to replicate PeopleImp...
Forum Posts
Formula Limit
Is there a limit to the number of relationships/lookups you can include in a formula in Modify? I'm trying to switch the Contact in a cu...
Resolved! International Phone Fix Formula Syntax Issues
I am trying to fix international mobile phone numbers using Modify and I am having trouble with the formula.The formula is: IntlPhoneFix...
Resolved! How to count how many records we deduped?
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 ...
Resolved! Remove a non-alpha character from the Title field
Hi everyone - easy question here for someone. We have an external tool that adds '^' to a Contact's title. For instance, the contact's t...
Deduping strategies (loose criteria)
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 duplica...
Resolved! Dedupe Module - Blank Value
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 ...
The Trainings Are Great! Keep 'em coming!!!
I love the monthly training sessions on the various Demand Tools modules. They have propelled my skills from beginner to super user. Tha...
Tip of the Week: Reassigning Records owned by inactive users
Reassigning records owned by inactive users is quick and easy using the Reassign Module in DemandTools. Simply use the “Record Selection...
Resolved! Search for INC but getting Vince really want " INC", but it goes away
I'm building out a modify to my Accounts object. We have record types for People (Households) and Businesses/Churches (Organizations) -...
