What setting in First Name would avoid Jack and John being considered the same?Right now it is set for [First Name] comparison type FIRST NAME with Fuzzy Matching and AlphaClean checked.Thanks
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I feel like I remember reading something about uploading Account Plans, but I am unable to see the Account Plan object in either DemandTools or Dataloader.ioin order to upload Account Plans. Am I missing something? I do have object permissions for Ac...
Anyone else having this problem? Got a new work machine and no longer able to access DemandTools after installing it on this machine. I can get to the login screen, but after that, it just displays a white window that doesn't load any further.
Hi, I am being asked to have the winning record be the record with the lowest numeric ID number.Except for whatever reason - don't ask me why - the field is not a numeric field - but is a formula.And so Highest and Lowest options are not on the pick-...
I am having a hard time determining how to build my use case in the dedupe module or figure out what terms to search to find if this has been asked before.I am working through account duplicates, and am using a specific field, we'll use Website as an...
It would be helpful to have a setting we can enable that will make it possible to import or update records that would otherwise fail duplicate rules that have an Allow:Alert setting. This can be handled by the duplicateRuleHeader: https://developer.s...
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...
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...
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...
