DemandTools Academy - November Lineup (Spoiler Alert - New Session on Notifications!)
DemandTools Training Lineup We’re thrilled to announce the addition of new training sessions designed to enhance your DemandTools exper...
Forum Posts
Resolved! Override/ignore to prevent Proper update of "IT" -- as in VP of IT
I'm updating thousands of Title fields, and the Override Proper works well - expect for IT, and understandably so. There are about 3k C...
Populate Target Lookup Field using an External ID while using the Import Module
Hi all! A new user here, so appreciate any help.I am using the Import module in Demand Tools V to migrate some records from one instance...
Resolved! How to find duplicate email address across Leads and Contacts?
We suspect we have Leads in our SF that have the same email address (and are likely the same person) as existing Contacts. How do I use...
HELP! Updating Picklist but created 2000 dupes in SFDC
I've done many Import > Updates and, I guess it's my imagination that the process has changed. I wanted to update an Account > Industry...
Resolved! Update Picklist Field Using Formula with SEARCH function
I'm using the Modify module to try and update a new picklist field I've created with a formula. I want to select a certain value based ...
User account in Winner Rules
I want to create a Winner Rule in Dedupe for accounts with Community Login user accounts associated with them. Is there a way to do thi...
When logged out of sandbox CRM, it prevents scheduled jobs running in production CRM
Myself and my colleagues were logged out of our sandbox CRM environment (we think it may be due to our recent Salesforce stage refresh) ...
Best way to keep capitalized abbreviations in job titles
What is the best way to ensure that what is presently 'VP of Operations' is not modified to Vp of Operations when using the proper funct...
Resolved! Trying to delete acct records and navigate to Mass Impact
I'm attempting to delete which I thought would be as simple as an import or upate. I'm doing this in a sandbox by the way. When I aim t...
