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...
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...
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...
I am trying to fix international mobile phone numbers using Modify and I am having trouble with the formula.The formula is: IntlPhoneFix...
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 ...
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...
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...
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 ...
I love the monthly training sessions on the various Demand Tools modules. They have propelled my skills from beginner to super user. Tha...
Reassigning records owned by inactive users is quick and easy using the Reassign Module in DemandTools. Simply use the “Record Selection...
I'm building out a modify to my Accounts object. We have record types for People (Households) and Businesses/Churches (Organizations) -...
July 30th 12:00pm ET
Cynthia Price and Olivia Hinkle unpack Validity’s State of CRM Data Management Report to help you optimize and future-proof your CRM strategy.
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