Hello!I'm looking for a way to use the Convert tool in Demand Tools to convert a Lead to an existing Contact...but overwrite the address field if the Lead record is more recently created than the existing Contact. I know that the Salesforce default ...
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...
We are happy to announce the DemandTools V Convert Certification test!!! DemandTools V Convert Certification Test For those that may not be aware, this is part of a larger program for users to become fully certified in the DemandTools V platform. We ...
Looking for best practices when running Lead conversion scenarios in DTV to get them to work well everytime!
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