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Forum Posts

Retain all contact information on merge?

Hello! Trying to find a way I can retain the contact information (phone & address) when performing a merge? With neither being a combinable option in my salesforce, I'm trying to find a way to still retain all values when merging my scheduled scenari...

ALarue by Contributor
  • 516 Views
  • 3 replies
  • 1 likes

Resolved! How to Prioritize 'Prospect' Status in Winning Records in SFDC

Hi Everyone,I need help with a custom field in Salesforce. The field, 'Prospect Life Cycle', has values like 'AQL', 'Dormant', 'SAL', 'Prospect', etc., and is used in both Winning and Non-Winning records.Challenge: If a Non-Winning record is labeled ...

Field Rules for DeDupe Process

Hi everyone,I'm new to this community forum and recently started diving into using an on-demand validity tool for my salesforce business needs. I'm working on the Dedupe process and came across this option called 'field Rule'. Could anyone please gui...

NEW DemandTools V Dedupe Certification Test!!

Hello fellow DemandTools V users!As you may or may not know, we have recently launched the beginning of the DemandTools V Certification program. This was announced in October's Newsletter and started just a couple of weeks ago with the DemandTools V ...

Dedupe Files - Invalid Sharing Type Error

I was pleasantly surprised to find out I can use DemandTools to Dedupe and merge duplicate files (ContentDocument) that my users have uploaded.  It works really well when the same person uploads the same file multiple times.  However, if 2 different ...

Murphybp79 by Frequent Contributor
  • 1414 Views
  • 5 replies
  • 6 likes

Resolved! How to stop same contacts from showing as duplicates each time

I am curious if there is a solution or perhaps future feature that would allow us to say "No. These are not duplicates, please stop asking me" when running Dedupe. We have several relatives that the system picks up as possible duplicates. It isn't ho...

Any tips and tricks for dedupes?

Need an efficient way to dedupe multiple record types on the same object efficiently and accurately.Would appreciate best practices!

karthik by Contributor
  • 671 Views
  • 1 replies
  • 4 likes

Deduping strategies (loose criteria)

Hi everyone!  I've gone through a few passes now to clean up out individual Lead record duplicates.  Now I get into the realm of duplicates occurring because names are misspelled...first and/or last.  Sometimes you can tell just by looking what it sh...