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Salesforce Tasks No Longer Available?

KatF
Explorer

With DemandTools, it used to be a Task was be created whenever we ran a dedupe batch. Not only did it give an overview of the number of Contact records that were identified and merged. 

It was very convenient for us, as we also used it as an alert for when the user login had been 'dropped,' which would then alert us that we need to log back into DemandTools to get the dedupe and update batches running again. 

Am I missing something, is that feature no longer available in DemandTools V when using Schedule?

 

1 ACCEPTED SOLUTION

AnthonyValidity
Validity Team Member
Validity Team Member

Hi @KatF ,

DemandTools 5.x does have this functionality.  On the Preview screen, click Merge Options.  From there, you should see the Create Task per Merge.

AnthonyValidity_0-1697630805963.png

Hope this helps!

Anthony Lardiere Jr
Senior Customer Success Manager

View solution in original post

2 REPLIES 2

AnthonyValidity
Validity Team Member
Validity Team Member

Hi @KatF ,

DemandTools 5.x does have this functionality.  On the Preview screen, click Merge Options.  From there, you should see the Create Task per Merge.

AnthonyValidity_0-1697630805963.png

Hope this helps!

Anthony Lardiere Jr
Senior Customer Success Manager

KatF
Explorer

Found it! Thanks for the help.