Validity Customer Community

Pugs_Validity · 10-07-2025

A common concern we hear with Deduping records is the ability to retain valuable information from the same field across multiple records when merging. The initial solution for this within DemandTools was the Field Copy Unique Field Rule in Dedupe. Fi...

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

Hey @NA - Could you clarify which user records specifically you are referring to? The owner of the records or more the user associated with contact, such as a Portal User?

Pugs_Validity

Hey @lcmonroe - That's a weird one. We'd definitly want our support team to take a look at it. One trick that can often help in these sort of situations is to use UTF-8 encoding for files. It is the preferred method for Salesforce and can often resol...

Pugs_Validity · 11-25-2025

Thanks for reaching out @Julie - I see you are engaged with our support team. They are best equipped to be able to resolve error messages such as this after reviewing your app logs.

Pugs_Validity · 11-07-2025

@ProdOps - Thank you for reaching out. We've opened a support ticket to investigate this beahavior for you, they will be in touch shortly.

Pugs_Validity · 10-28-2025

@feliciaUofA - If you hover over the red triangle on the preview screen, it'll show you what the error is if you give it a moment to display. You can also always pull the Audit log to view errors as well.

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Combining field values from multiple non-winning records

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

Re: What happens to the contact's USER record(s) when a contact is merged?

Re: Import Error Message - Required fields are missing: [LastName]

Re: Error when using dedupe

Re: 0 of 0 API calls

Re: Display the Error Messages on the Preview Grid below by following this guide. - Link not working

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