Revised 3/23/2023 with appendix notes at the end on how to update after adding campaign members.If you're looking to replicate PeopleImport with the new DTV, here's an outline of how I've made this work using Import / Upsert.In the steps outlined bel...
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 custom Primary Contact field on an Account to another contact on the Contact's new Account to facilitate a merger. I...
I am trying to fix international mobile phone numbers using Modify and I am having trouble with the formula.The formula is: IntlPhoneFix(phone, country)So adding my field name and country I get: IntlPhoneFix(${MobilePhone},Germany)Has anyone had any ...
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 see how many contacts we merged in a specific period? I can estimate how many records I reviewed (I download those...
Hi everyone - easy question here for someone. We have an external tool that adds '^' to a Contact's title. For instance, the contact's title would be '^Accountant^'. I'm looking to run a cleanup job every night that would remove the Caret Notation ma...
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 duplicates occurring because names are misspelled...first and/or last. Sometimes you can tell just by looking what it sh...
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 conditions, and then turn on "Blank Values" for my MailingStreet field condition, it looks like I'm not getting an...
I love the monthly training sessions on the various Demand Tools modules. They have propelled my skills from beginner to super user. Thanks!!!
Reassigning records owned by inactive users is quick and easy using the Reassign Module in DemandTools. Simply use the “Record Selection Criteria” to pull back records where the Owner.IsActive flag is false. (See visual below) Once that condition is ...
I'm building out a modify to my Accounts object. We have record types for People (Households) and Businesses/Churches (Organizations) - I'm trying to change some businesses with INC in their name but Vince also contains those 3 letters. I really wa...
Read the DemandTools 5.46 Release notes (October, 2025)
