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How to setup DupeBlocker Rule on Lead Conversion?

Hi all - How do you recommend using the DupeBlocker scenarios to block duplicates being created from Lead Conversion?I've been trying to configure the Lead to Account and Lead to Contact scenarios but I'm unable to block lead conversion. Is the right...

mdosanjh by • Explorer
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  • 1 replies
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New DemandTools Training Sessions + Updated Schedule

We’re excited to announce the upcoming DemandTools traing schedule! As part of our commitment to helping you make the most of DemandTools, we’re bringing back our popular standard DemandTools Academy sessions focused on cleansing and maintenance and ...

5.45 Release Webinar

Hi, I would like to invite my staff to the 5.45 Release webinar on April 15th, but can't seem to find a page to send them to.   Can you please provide a link so I can forward to them?  Thanks,Robin

rmtrela by • Observer
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  • 1 replies
  • 1 likes

Account Matching Rule Advice

Hi all - If I wanted to use DupeBlocker to catch duplicates for Accounts based on just the Account Name and Website, how would you recommend to setup the Scenario Rules? Ideally we are looking to fuzzy match on both of these fields but I am not sure ...

mdosanjh by • Explorer
  • 1509 Views
  • 1 replies
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What does Validity consider a suffix?

According to Google, suffixes can include professional designations like CPA, PMP, Esq., etc. I was hoping to use the formula ParseNameReturnSuffix(${Name}) to extract these designations from the Last Name field and place them in the Suffix field.Can...

CRMSarah by • Frequent Contributor
  • 2393 Views
  • 4 replies
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Longtime Demand Tools user

Hi all - as I mentioned in the subject - have used Demand Tools a number of times over a number of different jobs over the years. I love Demand Tools because of it is power. At one career stop I was able to take all of the states in Salesforce and tu...

bhare1357 by • Frequent Contributor
  • 7452 Views
  • 9 replies
  • 17 likes
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