Validity Customer Community

Pugs_Validity · 06-13-2025

Our in-house formula wizard @AnthonyValidity has came up with a helpful formula for a use case we've commonly ran into. If you are matching addresses but need to ignore a specific floor, unit, apartment, suite, room or building that may be listed aft...

Pugs_Validity · 05-06-2025

The instructions below detail how you can utilize the Import module to insert child objects soley using a external ID located on a parent object. For this process, we’ll be utilizing the Import module and perform an Upsert operation.This process wil...

Pugs_Validity · 11-14-2024

@JonG_Validityworked with a customer for an awesome use case we had to share. Using DemandTools new Formula Template operation, the Import module supports several different ways to transform raw data using out of the box Transform Operations or a For...

Pugs_Validity · 11-14-2024

If you missed the webinar this morning, take a half hour to learn about DemandTools Notifications in the recording below. As we discuss in the video, this feature is a game changer in being efficient with your data reporting operations for a number o...

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

@jcrandall @carilovorn - This is a great use case for a relatively new feature, Formula Templates. In Import, once you've mapped your corresponding source file fields to your desired Salesforce fields, you can transform the data when importing using ...

Pugs_Validity

@jazmindensmore - This one stuck in my head and if there is no logical way you see to identify them as matches in DemandTools, you'll likely need to utilize the "stamp" method we use as a last resort. 1) Create an additional field on your spreadsheet...

Pugs_Validity

Ah! So these are current records already in Salesforce in a report. Do you currently only have the Salesforce ID? Is there nothing available in Salesforce that would be able to identify the records as matches even with potentially using Cross-Field m...

Pugs_Validity

@heidik - I'm glad you came here first! Thankfully, DemandTools can help out here without any customization. When using Dedupe to perform Contact merges, since ACR relationships can not be edited, DemandTools will recreate any ACRs from the non-winni...

Pugs_Validity

Hey @jazmindensmore - If I am understanding correctly, the duplicates are on the file, not on their potential matching records in Salesforce? DemandTools can help limit new record creation during import but it would need to be off a speficic field, s...

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Ignoring specific Floors, Units, Apartment, Suites, Rooms & Buildings when Matching Addresses

Importing Records utilizing an External ID located on a Parent Object

Use Case: Using DemandTools To Transform Raw Data

Video: DemandTools Notifications

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

Re: Using a Formula in a DemandTools Job to Modify a Value (Not in Excel)

Re: Import a DeDupe File but Use Winner Rules

Re: Import a DeDupe File but Use Winner Rules

Re: Preserving AccountContactRelation records for Duplicate Contacts

Re: Import a DeDupe File but Use Winner Rules

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