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Forum Posts

Account Matching Rule Advice

Hi all - If I wanted to use DupeBlocker to catch duplicates for Accounts based on just the Account Name and Website, how would you recommend to setup the Scenario Rules? Ideally we are looking to fuzzy match on both of these fields but I am not sure ...

What does Validity consider a suffix?

According to Google, suffixes can include professional designations like CPA, PMP, Esq., etc. I was hoping to use the formula ParseNameReturnSuffix(${Name}) to extract these designations from the Last Name field and place them in the Suffix field.Can...

CRMSarah by Frequent Contributor
  • 1201 Views
  • 4 replies
  • 0 likes

Longtime Demand Tools user

Hi all - as I mentioned in the subject - have used Demand Tools a number of times over a number of different jobs over the years. I love Demand Tools because of it is power. At one career stop I was able to take all of the states in Salesforce and tu...

bhare1357 by Frequent Contributor
  • 5336 Views
  • 9 replies
  • 17 likes

Сonverted lead is not updated during merge

Dear community, I'm trying to merge several leads into a converted lead. But the fields on the converted lead are not updated from duplicate leads, although the merge was successful. Error message: Cannot save already-deleted object: id = ***********...