DemandTools - Validity

Importing Records utilizing an External ID located on a Parent Object

The instructions below detail how you can utilize the Import module to insert child objects soley using a external ID located on a parent object. For this process, we’ll be utilizing the Import module and perform an Upsert operation.This process wil...

Resolved! Newest Record in a Field Rule

Can someone clarify what it means to keep the value of the "newest" in the field rule choices?For Example - the email address.Am I corrrect to assume that the "newest" refers to the creation date of the contact record and the winning email address wi...

Errors when convert leads to contacts

Hello,When I use the convert feature on DemandTools, I get the error below. Do you know how to resolve it? Thanks.could not execute batch [Timeout trying to lock table "LEAD_CONVERT_DATA"; SQL statement: update lead_convert_data set crm_account_recor...

Invalid Relationship Name

I have a Dedupe Scenario that is scheduled to run every evening. The scenario has been running smoothly for a long time. For some reason, last night, it started throwing an error of "Invalid Relationship Name". The only thing that has changed, is ...

Retain all contact information on merge?

Hello! Trying to find a way I can retain the contact information (phone & address) when performing a merge? With neither being a combinable option in my salesforce, I'm trying to find a way to still retain all values when merging my scheduled scenari...

Alpha Clean Account Names in Modify

Hello,I have a field where I house the AlphaClean version of the Account Name in SFDC so we can see if we have any quotes or clients across the globe under the same account hierarchy for cross-selling. I use the AlphaClean in the dedup to update tha...

Resolved! Import Matching on Close Date on (MM-YYYY) RegExMatch Formula Help

@AnthonyValidity I'm trying to match the Close Date on MM-YYYY, and can't get this regex match to match a test record with the exact same date.(\d{4}-\d{2})-\d{2}Have you seen any examples of date matching regex that I can try to use?

Migrating Files during an Org to Org Migration

I'm working on a reimplementation from one Salesforce Environment to another and this org has a lot of documents. Is there any documenation on how to migrate files using demand tools?

Resolved! Move a scenario from sandbox to production

Hello,Can I move a saved scenario from the sandbox to production? I saved the scenario and tested it in my sandbox already. Do I need to recreate a new one in production if I can't copy/move it? Thanks

When was FieldCopyUnique introduced?

Hi, I know this sounds like a silly question but I am trying to figure out why the previous DT admin did not use the Field Rule "FieldCopyUnique" in some very simple situations when he set up things five years ago and told the user if they want to ke...

Validity Customer Community

Forum Posts

Importing Records utilizing an External ID located on a Parent Object

Resolved! Newest Record in a Field Rule

Errors when convert leads to contacts

Invalid Relationship Name

Retain all contact information on merge?

Alpha Clean Account Names in Modify

Resolved! Import Matching on Close Date on (MM-YYYY) RegExMatch Formula Help

Migrating Files during an Org to Org Migration

Resolved! Move a scenario from sandbox to production

When was FieldCopyUnique introduced?

Import - Check none, check insert, check update

Dedupe Merge Management - Exclude records from mer...

DeDupe matching on case subject excluding reply in...

Not able to select multiple objects in the import ...

Limiting the dup pairs to the ones with only two d...

Get your blog on

Resolved! Newest Record in a Field Rule

Resolved! Import Matching on Close Date on (MM-YYYY) RegExMatch Formula Help

Resolved! Move a scenario from sandbox to production

Ask Me Anything Series

DemandTools Newsletter

Get your blog on