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 @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

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...

Pugs_Validity

@Swapnil_Dethe - You'll need to create a custom field on the record to count the number of tasks in Modify so you can then make a determination off that value with your winning rule in Dedupe. Please reach out to DemandToolsCOE@validity.com if you'd ...

Pugs_Validity

@megaughan - You'll want to make sure you are on the latest version of DemandTools to see all of the latest features as @Murphybp79 reccomended but a quick log out and log back in will otherwise solve for newly added metadata.

Pugs_Validity

@Swapnil_Dethe - Are you saying you want the winning record to have the highest task count but the tasks included in that count should only be type A & B?

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

Re: How do i import special characters?

Re: How to write winner rule to identify primary record

Re: New fields not appearing in mapping

Re: How to write winner rule to identify primary record

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