Hello!I'm looking for a way to use the Convert tool in Demand Tools to convert a Lead to an existing Contact...but overwrite the address field if the Lead record is more recently created than the existing Contact. I know that the Salesforce default ...
Can you tell us a bit about yourself and your role in the Community? In the community, I aim to share practical solutions and insights that have enhanced my use of DemandTools. My contributions have included RegEx formulas and tips on integrating ...
Is there a module inside of Demand Tools that will allow you to move data from sandbox to sandbox or sandbox to production org?
We have customers all over the world and many of them have special characters in names, adresses etc. Ie ÄÅÆ etc. When i import them they turn out corrupted in the preview and in the final import to SF. Example "Göteborg" becomes "Göteborg". How can...
I have noticed that since one of the recent releases this year, DemandTools has gotten much slower when pulling objects and fields in the scenario builder. It's not every time, but it's frequent enough that I've come to expect it to happen. I don't k...
Hi Team,I am writing winner rule to identifying primary LEAD record as below:Prospect Type = 'ABC'. Keep this as primary record.and If I get multiple records with same criteria then keep the latest created date record as primary.Could someone please ...
Hi Team,After identifying Winner lead record, I need to merge duplicate record based on below criteria:Merge all asociated task record from duplicate lead record having record type on task as 'A' and 'B' and task status would be 'Not Started'If we ge...
Hi Team,I am working on one requirement where I need to block duplicate leads te be created based on below 2 criteria:1. FirstNname + LastName + BirthDateMatch or BirthMonthYearMatch2. FirstNname + LastName + BirthDateMatch or BirthMonthYearMatch + Z...
Hi all - got this question from a colleague - Does Demand Tools have an a feature where it can tell if you are going to have issues with your data prior to loading it?My initial recation is no but thought I would post it here to see if I'm missing so...
Hi, I need your help in setting up a rule which will help me to get the Lead record which has the highest number of campaigns, while ignoring the lesser ones.
Read the DemandTools 5.45.0 Release notes (March, 2025)
