I'm new to DemandTools. I've watched the import training video. I've also read through some of the Help Center materials. When I attempted an import, I found that my match rules weren't successful. I work in higher ed. Our fine arts team uses MusicWi...
Although I do not exactly have NPSP I have a similar construct in that my Household Account is created with the contact and since we do not keep much information on the account we cannot "out of the box" create a warning on insert or update, only on ...
Is there a way to create a scenario to check for duplicate accounts that are NOT the same record type? I can see where I can create a filter for a specific Record type or use it as a matching criteria, but I would like to so potential duplicates betw...
Similar to the question asked in the post below, we would like to be able to 'convert' matching Unconverted Leads to existing Contacts and Accounts.If we do this manually, Salesforce will recognise the duplicate and ask if we want to convert the lead...
A big thank you to everyone who attended today's DemandTools 5.43 Release Training! We had a great turnout and tons of questions. We hope those who attended enjoy the session. Below you will find links to the recording, release notes, and other res...
We are pulling airport data from multiple sources. In our scenario, the identifiers (IATA, ICAO, and local) for an airport can be the same but that does not mean it's a duplicate. We are keeping airport history so it is possible the codes are the sam...
Is it possible to use Demand Tools to export a formatted report from Salesforce? It doesn't appear like there is a way unless I'm missing something.
Hi, I am using modify to blank a number of fields in SFDC, one of them is a date field that I need to balnk. SFDC rukes mean that I am not able to blank this field, is there any way into fooling the system into thinking that a date is now blank? for ...
In DemandTools you can add a relative date operator of TODAY TOMORROW, YESTERDAY, but if you want to go further back or forward you can use < or > LAST_N_DAYS or NEXT_N_DAYS.Question is, if I want to exclude records created 'TODAY' would that be < LA...
Register today for this week's DemandTools 5.43 Release Overview Session! Our DemandTools experts will walk users through new features now available in this release including Report Actionable Records, the ability for Admins to enable Email Verificat...
Read the DemandTools 5.45.0 Release notes (March, 2025)
