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...
Forum Posts
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 ...
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 c...
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 fo...
Import - Assigning a Campaign
Is there specific criteria for a campaign to show up in the "Match Step Settings > Assign to a Campaign" dropdown for leads and contacts...
Display the Error Messages on the Preview Grid below by following this guide. - Link not working
Getting this message on the Import: Preview page.0 records successfully updated.45 records errored when updating to Salesforce. Display ...
Having Trouble Setting Up Successful Match Rules
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 attempt...
Dupeblocker Apex
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 ...
Dedupe between Record Types
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 fi...
'Convert' Lead to existing Contacts
Similar to the question asked in the post below, we would like to be able to 'convert' matching Unconverted Leads to existing Contacts a...
