Hi is there a way to share field rules between organisations? I noticed when sharing a scenario the field rules associated with the object and used by the scenrio aren't copied over. Thanks!
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...
Hi all - I have been looking around for a bit here and cannot find where to enter an idea for a feature enhancement. Could soneone please point me in the right direction? - thanks!
Hi all - got this question from a colleague - Does Demand Tools have an a feature where it can tell if you are going to have issues with your data prior to loading it? My initial recation is no but ...
Hi Team, I am writing winner rule to identifying primary LEAD record as below: Prospect Type = 'ABC'. Keep this as primary record. and If I get multiple records with same criteria then keep the la...
Hi Team, I am working on one requirement where I need to block duplicate leads te be created based on below 2 criteria: 1. FirstNname + LastName + BirthDateMatch or BirthMonthYearMatch 2. FirstNna...
I have a scenario where I'm wanting to merge records that are the exact same (all fields match, including created/modified dates) due to an import. I have a couple thousand records, so I don't ...
Is there a way to Export the Opportunity Amount(Converted) versus 2 separate fields with the Amount and Currency ? I only see Amount when I try and export.
I'm updating thousands of Title fields, and the Override Proper works well - expect for IT, and understandably so. There are about 3k Contacts whose titles include IT, but "VP of IT" becomes "V...
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 Coun...