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

Hey @droyer - Thanks for reaching out. Nothing addressed in the 5.45.2 should have a direct impact on Cross-Field Matching. I see we have opened a support ticket. Our support team should reach out to you shortly to fully investigate the error you are...

Pugs_Validity

For perpetuity, please find the knowledge article below on how to how to retain multiple values on one field for a winning record in Dedupe. Article Link

Pugs_Validity

Hey @MNajmola2 - If I am understanding correctly, you are referring to the Cleaned Account Name comparison type, not the Alpha Clean cleansing option? While we don't have a formula you can use to generate these names, it should not be terribly diffic...

Pugs_Validity

@IDWPartners - For documents, you'll need a file path so you would need to first perform an export from the original SF to the new one. Exporting Content DocumentsImporting Content DocumentsMigrating Objects and Related Objects in DemandToolsFeel fre...

Pugs_Validity

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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: Invalid Relationship Name

Re: Retain all contact information on merge?

Re: Alpha Clean Account Names in Modify

Re: Migrating Files during an Org to Org Migration

Re: Retain all contact information on merge?

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