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...

Re: Activate existing user

Hey @mathewap - If they are not active, it is typically because they were invited at one time to become a user but did not setup a password to login for the first time so the invitation timed out. The best route would be to delete their current profi...

Pugs_Validity

@warf_admin - Apologies, looks like my picture of how to do that did not post! Go to the Gear Icon in the top right of your DTE Home Screen and select Request a Feature.

Pugs_Validity

@warf_admin - Since we are discussing current lead records in your Salesforce, this would be more applicable to DemandTools than Dupeblocker. Dupeblocker is designed only to stop new incoming record information from entering your system as a duplicat...

Pugs_Validity

Hey @warf_admin - Understood. The reason I asked is Dupeblocker can assist with new Lead-Contact creation matching and it works backwards as well with Contact-Lead matching when a new record in created. For the purposes of converting current Leads in...

Pugs_Validity

@jramirez - Thanks for calling out the observation. It appears this is a current bug being addressed using Bulk API. I'm going to open a ticket with our support team for you so that you are notified when there is an implemented solution.

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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: Activate existing user

Re: Prevent Duplicate Contacts when Converting Lead Record

Re: Prevent Duplicate Contacts when Converting Lead Record

Re: Prevent Duplicate Contacts when Converting Lead Record

Re: Audit Logs not returning successfully inserted record Ids

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