DemandTools - Validity

Resolved! Is it possible to upload/insert Account Plan record?

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...

DemandTools 5.45.2 not opening after login screen on OS X 15.4

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.

Identifying the winning record as having the lowest value but it is a formula

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-...

Resolved! Dedupe - Return where One Record has Specific Value and Other Does Not

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...

Add a setting to enable allowSave duplicateRuleHeader

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...

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...

Validity Customer Community

Forum Posts

Resolved! Is it possible to upload/insert Account Plan record?

DemandTools 5.45.2 not opening after login screen on OS X 15.4

Identifying the winning record as having the lowest value but it is a formula

Resolved! Dedupe - Return where One Record has Specific Value and Other Does Not

Add a setting to enable allowSave duplicateRuleHeader

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?

Dedupe Module - Order in which duplicate groups ap...

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 ...

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