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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 · 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

@michael-wtds - You won't be able to reference in that way within Import. I would condition and run the update twice or first use Match to identify them.

Pugs_Validity

Hey @jadkinsRNL - Our team only manages the DemandTools product. The best way to check if an object is compatible with DemandTools is to hop into any module and see if you are able to select it from the drop down. Based off the response you received ...

Pugs_Validity

Hey @shaankastuar - This error typically has a quick fix but it can be caused by a number of different items so unfortunately, it's not a one-size-fits all soultion. I am going to create a support ticket for you and they will be reaching out to inves...

Pugs_Validity

The field and data would live in your Salesforce, you would need to create that custom field within Salesforce, DemandTools doesn't retain any data so the only part DemandTools would be handling is copying the value over.

Pugs_Validity

Hah, I'm not going to change it to standardizing just so I can stand by my new vocabulary word. Using Modify, we could STANDARDIZE your address fields so that everytime Apt is in an address, it gets changed to Apartment and so on and so forth with t...

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Importing Records utilizing an External ID located on a Parent Object

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

Re: Import - Modify with a Formula: Is Conditional update using another field possible?

Re: Is it possible to upload/insert Account Plan record?

Re: DemandTools 5.45.2 not opening after login screen on OS X 15.4

Re: Identifying the winning record as having the lowest value but it is a formula

Re: Apartment Numbers

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