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Pugs_Validity

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 a complete string without phone numbers to effectivley dial without manual inte...

Pugs_Validity

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 @Steve_Marcy - Thanks for the note. Have you attempted this in both versions or only 2.91 at this time? If you weren't aware, this was a newer feature release for DemandTools V to be able to import ContentNotes. There is some file prep needed to ...

Pugs_Validity

Hey @bhare1357 - Certainly! We'll need to understand how you are hoping to link them, whether that be a lookup field, junction object, etc. Please send us an email to DemandToolsCOE@validity.com and a member of our team can schedule a call to talk th...

Pugs_Validity

Hey @Blessing - Here is the Salesforce Setting options needed to properly run DemandTools. Additionally, you'll want to make sure you haven't assigned them a profile within MyValidity that restricts access to any specific modules. DemandTools Access...

Pugs_Validity

Hey Gerard - When viewing the scheduled jobs for a given org, you should see all jobs on the given environment regardless of owner, the user that created them and the ability to make any adjustments should you like via the elipses on the right hand s...

Pugs_Validity · 06-13-2024

Hey @Mike-B - I know we talked about this during office hours yesterday. We reccomend using the Upsert function in Import given your use case. If you have any further questions, feel free to reach us at DemandToolsCOE@validity.com

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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: Limitation on Creating ContentNotes?

Re: Parent account and related foundation?

Re: Salesforce Permissions for Match

Re: See who has scheduled scenarios when status shows "Active Removely"

Re: Convert Leads to new contacts on existing accounts or to existing contacts only.

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