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Forum Posts

What is DemandTools Expert Office Hours?

DemandTools Expert Office Hours is the place to be every week to talk all things DemandTools. Solutions, answers, challenges... we've got them. Audience: If you use DemandTools on a daily basis, beginner or advanced level, you are invited! Format: We...

Resolved! How to Prioritize 'Prospect' Status in Winning Records in SFDC

Hi Everyone,I need help with a custom field in Salesforce. The field, 'Prospect Life Cycle', has values like 'AQL', 'Dormant', 'SAL', 'Prospect', etc., and is used in both Winning and Non-Winning records.Challenge: If a Non-Winning record is labeled ...

Resolved! Dedupe module: on premise or not

I have not used DemandTools in years and am now back exploring DT V in a trial version. I can see the Dedupe module in my Validity account and have downloaded the on premise DT as well. Do I need both? Can I just use Dedupe in my Validity account or ...

Resolved! Updating Accounts - looking for a "trick"

Hi all - we have a list of accounts in all caps and are updating it to proper case so...VERIZON becomes VerizonHowever, there are some like YMCA OF BOSTON (for example) that we don't want to update - we want it to be YMCA of Boston rather than going ...

bhare1357 by Frequent Contributor
  • 749 Views
  • 3 replies
  • 5 likes

DemandTools - Winner Rules

We have set up our Winner Rules, but when we apply them to our duplicates, none of them are scored. Our rule is fairly simple, assigning 50 points to the oldest record. We have a second criteria to assign 26 points to records with an id number that w...

KtFarmer by Enthusiast
  • 290 Views
  • 2 replies
  • 2 likes

Errors when merging records

 We continue to have errors when attempting to merge records. Anyone esle experiencing these issues? Any luck fixing it? Support is saying it is with our Firewall/Network, but we have not been able to identify any issues. This is the error:"I/O error...

jwoods by Observer
  • 373 Views
  • 2 replies
  • 0 likes

Resolved! Field Rules - Combine Field Value

Greetings, We are working on moving from DemandTools 2.91 to DemandTools V. In creating our Field Rules we want to use the "Combine Field Value" option. However, it seems that option is a "one or none" sort of field. Is it possible to select certain ...

KtFarmer by Enthusiast
  • 584 Views
  • 1 replies
  • 2 likes

DemandTools V Tune Certification

Hi all - I know you've been wondering where I have been the past couple of months.. Well, no need to worry because I am back to announce the launch of the DemandTools V Tune Certification test!!!For those that may not be aware, this is part of a larg...

Resolved! uh oh - use it or lose it!....

Hi all - yep we are at that point...use it or lose it. So, I want to be sure - there is no way to track Demand Tools usage correct? Last login date or something like that? I tend to doubt it but hoping an "expert" can tell me for sure?As always, than...

bhare1357 by Frequent Contributor
  • 778 Views
  • 2 replies
  • 2 likes

Resolved! License Purchase

I intend to acquire the demand tool license for a single user for a monthly duration. However, within my organization, we have a total of 5 users. When I attempt to make the purchase, the system displays the cost for an annual subscription covering a...

Piyush by Explorer
  • 1131 Views
  • 6 replies
  • 2 likes