When attempting to merge a contact related to a cadence I'm getting the following error -We can't merge these contact records because at least one of the duplicates being deleted is assigned to a cadence. Remove those records from the cadence and try...
Hi team! I have a scenario that I'm hoping there's a solution for, but I cannot find anything available. I have a file of accounts that we know are duplicates, but we haven't determined which are winning vs losing. We have very robust winner rules co...
Greetings.I am trying to figure out if it is possible to duplicate cases using the dedupe module, looking for records, where the subject may contain a reply indicator. For example, example that these two subjects should be considered as potential dup...
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...
Hi all - what I put into the subject is what's happening to me - I'm trying to find accounts where a particular field is the same - so thought I would dedupe on that field. The thing is when I get to the object to dedupe dropdown - I don't get accoun...
I want to use FieldCopyUnique to save a different Mailing Address to Other Address. So, it looks like I need to define each field individually (Other Street, Other City, Other State, Other Country), but I need to make sure I'm keeping the Other Addr...
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 ...
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...
When using Custom Scoring with Field Rules on a picklist, if I need to make sure the highest value based on our sort order is retained, do I need to assign a value to each picklist value? Or is there an easier way to do this?In the example shown bel...
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 ...