Validity Customer Community

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 · 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

@Jonathan - While you are unable to share just the Field Rule, if you have it saved as part of a Dedupe scenario, both will come over the the new org when sharing the scneario. So you can share them, it just needs to be tied to a scenario. Managing ...

Pugs_Validity

@Flower - Scenario(s): Select + Add Scenario to add one or more scenarios to the job. Any saved scenario that can be scheduled will display. Use the Search or filter by the module to look for specific scenarios you wish to schedule. Use the checkbox...

Pugs_Validity

Hey @Flower - Yes! This is available now within the Schedule functionality of DemandTools. If you go to schedule a scenario within DemandTools now, you will see the ability Export as an operation to a desired folder instead of executing the module fu...

Pugs_Validity · 12-19-2024

Hey @lfenimore - Great use case. Unfortunately, there wouldn't be a way to process this cleanly in just Convert as of now. You could use Import to push updates but you wouldn't be able to make a decision based off created date like Dedupe and Convert...

Pugs_Validity · 12-13-2024

Hey @egilgras - We were unable to replicate this issue at first but upon further research and testing, I believe we likely found the issue here. This appears to be an issue with Salesforce, if someone uploads a .CSV with special foreign language char...

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Use Case: Using DemandTools To Transform Raw Data

Video: DemandTools Notifications

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!

Re: Share Field Rules to Organisation

Re: Automating dedupe Scenarios to run and save an export.

Re: Automating dedupe Scenarios to run and save an export.

Re: Converting Leads to existing Contacts, but overwriting more recent address

Re: How do i import special characters?

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