Resolved! How to write winner rule to identify primary record
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...
Forum Posts
How to merge duplicate record with filter criteria
Hi Team,After identifying Winner lead record, I need to merge duplicate record based on below criteria:Merge all asociated task record f...
Resolved! Need help in setting DupeBlocker Scenario Rules in Salesforce
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 + La...
Resolved! check ahead of time regarding potential data issues?
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...
How to setup a rule which allows the Lead with higher number of campaigns to be retained.
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 ign...
Copy case email messages from one org to another
Does anyone know how I could copy a list of case email messages, along with attachments, from one org to another using DemandTools?I am ...
Resolved! How do I import ContentNotes with DTV?
Are there any posts already written for DTV on how to insert notes with to the ContentNote object?I've been trying to figure out to crea...
Merging Fields During Import
I'm trying to import data from one Salesforce object into another, and as part of the import I want to combine 3 text fields into a sing...
Demand Tools V
I have been using demand tools for the past 8 years and it became a necessary tool for me on a daily basis. I just converted to Demand T...
Resolved! Dedupe Winner Rule When Records Exact Same
I have a scenario where I'm wanting to merge records that are the exact same (all fields match, including created/modified dates) due to...
