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Resolved! How do I import ContentNotes with DTV?

Are there any posts already written for DTV on how to insert notes with to the ContentNote object?I've been trying to figure out to create new notes for the ContentNote object, which appears to require a file reference when importing.   Is there a wa...

Merging Fields During Import

I'm trying to import data from one Salesforce object into another, and as part of the import I want to combine 3 text fields into a single field.  Orignally I was going to combine the data in Salesforce prior to importing, but then I came across this...

Murphybp79 by • Frequent Contributor
  • 2015 Views
  • 6 replies
  • 1 likes

Demand Tools V

I have been using demand tools for the past 8 years and it became a necessary tool for me on a daily basis. I just converted to Demand Tools V and have this question. How is this an improvement? The old version was simple and very intuitve. Unless I'...

gallen by • Enthusiast
  • 3495 Views
  • 4 replies
  • 5 likes

Resolved! Dedupe Winner Rule When Records Exact Same

I have a scenario where I'm wanting to merge records that are the exact same (all fields match, including created/modified dates) due to an import.  I have a couple thousand records, so I don't want to have to manually select a winner.  However, I ca...

Murphybp79 by • Frequent Contributor
  • 1240 Views
  • 2 replies
  • 0 likes

Restore Logging On Error

I am new to DemandTools.  I have been able to run dedupping in the 2.91 version, but everytime I try in version V, I get this error: Restore Logging on.  I have tried logging out and back in, but nothing seems to work.  I am not sure what to do.  Can...

Line Break in CONCATENATE Formula

I couldn't find this in any of the existing documenation, so posting this for anyone else that may have the same questions.If you want to add a Line Break when using a CONCATENATE formula you can use the CHAR(10) character to add it. Example:CONCATEN...

Murphybp79 by • Frequent Contributor
  • 4497 Views
  • 0 replies
  • 2 likes

Resolved! Mass Moving Stale Reports/Dashboards

I am using DemandTools 5.21 and cannot figure out how to move stale reports from one report folder to another for deletion. Which scenario category do I select? Is there a help document I can reference?  If not available, is it on the product roadmap...

Resolved! Opportunity Export - Amount (Converted)

Is there a way to Export the Opportunity Amount(Converted) versus 2 separate fields with the Amount and Currency ? I only see Amount when I try and export.

Scott_F by • Enthusiast
  • 1009 Views
  • 1 replies
  • 2 likes

Use Case: Using DemandTools To Transform Raw Data

@JonG_Validityworked with a customer for an awesome use case we had to share. Using DemandTools new Formula Template operation, the Import module supports several different ways to transform raw data using out of the box Transform Operations or a For...

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