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Forum Posts

Question about Total Matches column in Match module

Hello everyone,Something is confusing to me about a Match scenario that I saved to do a quick check as I am embarking on a data migration project. My scenario has four Match Steps. In the first three steps, I use the same column of my spreadsheet to ...

jramirez by Enthusiast
  • 3 replies

How to do a fake email field change

I'm trying to force a Salesforce duplicate rule to fire for contacts with the same email address, so that I can create reports from the Duplicate Record Set data.  However, the only way to get the duplicate record set records created is to make a cha...

Dreamforce 2023 - See you in San Francisco!

Validity is thrilled to be sponsoring Salesforce’s biggest spectacle again—and we can’t wait to see you there. We know managing CRM data can feel like a one-man circus. So, we’re going all out this year with big-top experiences that make you th...

Asses field usage in Salesforce

Hi! New to Validity/Demand Tools and wondering if there's functionality that will allow me to see current usage metrics on my Salesforce fields? TIA! 

Slowdown or No Dedupe on the Account Object

Has anyone experienced any issues with deduping records in a specific object? More specifically for Accounts.My team and I have experienced an extreme slowdown of Account dedupe records on both Demandtools (Legacy). If it's slowdown, in most cases, t...

jleung by Enthusiast
  • 2 replies

Resolved! Field rule for checkbox values

For mege/delete using DVT, I'd like a given checkbox field to get marked as "YES" / "TRUE," if any of the candidate records for that merge are marked as "YES" or "TRUE."  How would I craft field rule to accomplish this? 

'Re-assignment' Scenario

Can anyone help me with the following please?I need to change the ownership of a set of Accounts against which an Opportunity is logged to match the ownership of the Opportunity. There are certain criteria to go with this as well - this only affects ...

Customer related Feature Requests – just launched

First of all, we would like to thank you for all of the feature requests that have been submitted to improve our Data products. If you would like to submit a feature request, please click here and follow the instructions. Now on to the fun news. Toda...

Match Dates in different formats

Is there any way to match on dates that are different formats?  For example, I have a list of contacts that contains the persons name and birthdate.  The birthdate on the list is a numeric format (09/06/2023).  In Salesforce, the date is written out ...

droyer by Enthusiast
  • 3 replies