Validity Customer Community

Pugs_Validity · 08-14-2024

An often forgotten feature with DemandTools, this function allows you to reference fields from a parented object of up to five levels of hierachy above a child. Utilize this feature across modules when conditioning or setting preview fields to ensure...

Pugs_Validity · 07-19-2024

Hey DT Community! We wanted to share a helpful formula we've been using recently to help several customers. We understand many call centers require phone numbers to be in an uninterrupted string without any special characters to effectivley dial with...

Pugs_Validity · 06-28-2024

I wanted to highlight a feature often overlooked that's been actually available in DemandTools V since Version 5.28! Dedupe: Right click on any editable field on a duplicate record to select the winning field value to be retained in the winning reco...

Pugs_Validity · 02-26-2024

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 ...

Pugs_Validity · 02-22-2024

@JonG_Validity put together a great video displaying all the new features available as of DemandTools Version 5.34. New Features Include: 5 Levels of Object HierachyNew & Improved Tune FunctionalityEnhanced Import Module Field MappingClearly defined...

Pugs_Validity

Hey @JenHussey - Welcome to DemandTools! Please shoot us an email at DemandtoolsCOE@validity.com and a member of our team would be happy to review your scenario with you. There are a lot of potential things that could be causing the record to not be ...

Pugs_Validity

Absolutley, perhaps a community customer member will be able to assist with an apex build option for Dupeblocker. The documentation our team sent yesterday allows for a way to identify duplicates with a NPSP structure within the Dedupe module of Dema...

Pugs_Validity

Certainly, so this is a job for the Filter Match Results feature in Dedupe. It will take a little engineering depending on your specific data and criteria but will aid in not having results be all the same, everytime. Filter Match Resuls tells Demand...

Pugs_Validity

Hey @Raquel - We unfortunately cannont assist in writing custom apex code but we do have a methodology you can apply within Demandtools to find potential matches on an account object (similar to NPSP) that has little information available for you to ...

Pugs_Validity

@FCZ - Can you share more detail on what you are looking to acheive? You are looking to dedupe an object but only want to dedupe those that don't share the same record type, is that correct? Or only compare objects of a certain record type?

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Did you know? DemandTools V can view five levels of object hierachy!

Helpful Tip: Removing Special Characters in Phone Numbers

Did you know? Custom Merge Fields within Dedupe in DTV!

DemandTools V Convert Certification Now Available!

VIDEO - New DemandTools V Features - February 2024

Re: Having Trouble Setting Up Successful Match Rules

Re: Dupeblocker Apex

Re: Dedupe between Record Types

Re: Dupeblocker Apex

Re: Dedupe between Record Types

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