Our in-house formula wizard @AnthonyValidity has came up with a helpful formula for a use case we've commonly ran into.
If you are matching addresses but need to ignore a specific floor, unit, apartment, suite, room or building that may be listed aft...
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...
@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...
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...
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...
Hey @bbrouard - This one stumped me but thanks to a collective effort, mainly @JonG_Validity, we have a solution! I learned something myself in this effort so appreciate the question! DATETIMEVALUE does not translate into a DemandTools Modify formula...
@kcournoyer - That's a fun one. This article provides the base instructions of what you'll want to do without the final Import piece. The specifics in your scenario will need to be tweaked as detailed below:
For Section 1 - We'll Dedupe the Contact, ...
@annabelleRBS - Ah, it's not available in that same format for DemandTools Elements unfortunately. That being said, you can still run the same default scenarios. You'll find the documentation here explains what you are seeing in your report. If you f...
Hey @Naresh - Thanks for reaching out and bringing our attention to the documentation. I'm going to go ahead and open a support for you so they can work with you to investigate this further. For the base url, you will want to update it to https://bpi...
@lcmonroe - Thanks for reaching out! Functionality is there, just operates differently. From the preview screen, you'll see "Check All" as the deault, every record is checked by default. To "Check None", you would simply want to hit the top left chec...