Is there a way to conditionally update fields using 'Modify with a Formula' in DemandTools, specifically choosing either the import file's value or the existing Salesforce value based on certain criteria?
Example Scenario:
I want to update the Phone field on Contact records, but only if the custom field Producer__c is false.
My initial approach:
Disabled "Allow Blank Override"
Set field mapping for Phone as "Update if Empty"
Used this formula:
IF(${Producer__c}, "", NaPhoneFix(${Phone}))
Additionally, if this logic can work, I'd like to apply similar conditional logic to Mailing City, Mailing State, and Mailing Zip. Specifically, these fields should only update if the Mailing Street in Salesforce is currently blank. The concern here is that using a simple "update if blank" setting might inadvertently insert a zip code, or another maing field value, into an incomplete existing address, creating invalid address combination.
Typically, I'll use Tableau Prep to do field level comparisons, but this requires exporting the match results first, and then creating a new import file. So, it would be great if there's a way to handle this in the Import formulas.
Thanks in advance for any help!
Michael
Pugs_Validity
