DemandTools - Validity

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 Demand Tools to find duplicate emails across multiple objects?

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 picklist. I uploaded a file with Account Name and Industry (2000 records), mapped records (allways update Indust...

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 on if I can find the word "Cancelled" in the name of the record. I'm trying to use an IF with SEARCH, but I keep g...

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 this in DemandTools?

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) and when I logged into DemandTools there was a warning message at the top of the page stating "Your Org "e.g. org ...

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 function. Is there a set/table of cleanse rules that helps with this?

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 to delete, the setup page (1) recognizes 600 records in my Excel file. Mapping is only the Account ID field even t...

Tune for Merges - Field Values Not Copied from Losing to Winning

I have been using Tune in DemandTools V for single account merges, filtering to specific account IDs and merging one group at a time. I found today that when a field is populated on the losing record and empty on the winning, the value is not moving ...

I am getting a 'Cannot read properties of undefined (reading 'isAdmin')' error when trying to start

I have done a frseh install and restarted etc but still getting the 'Cannot read properties of undefined (reading 'isAdmin')' error. I cannot find anythign on the forum for this error. any help?

Resolved! Modifying contact names with special characters

I have first name and last name, with special characters, and can't figure out a formula. In the majority of cases I want to keep the format as is in SFDC (often spaces). Assume (first name) Mary Ann and (last name) Williams Smith. The resulting NE...

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Forum Posts

Resolved! How to find duplicate email address across Leads and Contacts?

HELP! Updating Picklist but created 2000 dupes in SFDC

Resolved! Update Picklist Field Using Formula with SEARCH function

User account in Winner Rules

When logged out of sandbox CRM, it prevents scheduled jobs running in production CRM

Best way to keep capitalized abbreviations in job titles

Resolved! Trying to delete acct records and navigate to Mass Impact

Tune for Merges - Field Values Not Copied from Losing to Winning

I am getting a 'Cannot read properties of undefined (reading 'isAdmin')' error when trying to start

Resolved! Modifying contact names with special characters

Move a scenario from sandbox to production

Add starting zero to 5 digit numbers (when 6 digit...

Audit Logs not returning successfully inserted rec...

In Assess - Exclude "Out of Business" Accounts

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Resolved! How to find duplicate email address across Leads and Contacts?

Resolved! Update Picklist Field Using Formula with SEARCH function

Resolved! Trying to delete acct records and navigate to Mass Impact

Resolved! Modifying contact names with special characters

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