Validity Customer Community

Pugs_Validity · 10-07-2025

A common concern we hear with Deduping records is the ability to retain valuable information from the same field across multiple records when merging. The initial solution for this within DemandTools was the Field Copy Unique Field Rule in Dedupe. Fi...

Pugs_Validity · 06-13-2025

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...

Pugs_Validity · 05-06-2025

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

@ProdOps - Thank you for reaching out. We've opened a support ticket to investigate this beahavior for you, they will be in touch shortly.

Pugs_Validity

@feliciaUofA - If you hover over the red triangle on the preview screen, it'll show you what the error is if you give it a moment to display. You can also always pull the Audit log to view errors as well.

Pugs_Validity

Hey @Julie - Salesforce is great at letting us look up at related objects but not very helpful in instances such as this when it comes to running queries on child objects. For that reason, we reccomend using Modify to do a roll up field on the Accoun...

Pugs_Validity

Hey @lcmonroe - Interesting to hear this started happening with the most recent version. Thank you for opening a support ticket, that is the best route for these sort of errors if they occur. I'll be sure to follow along and provide any additional as...

Pugs_Validity

Hey @pgalley - There are a couple routes we can take here, Modify is going to be the most efficient. If we Modify the Contact object and do a field to field action of the Owner ID field from the related account to the contact Owner ID field, that'll ...

Validity Customer Community

Your statistics

User Activity

Combining field values from multiple non-winning records

Ignoring specific Floors, Units, Apartment, Suites, Rooms & Buildings when Matching Addresses

Importing Records utilizing an External ID located on a Parent Object

Use Case: Using DemandTools To Transform Raw Data

Video: DemandTools Notifications

Re: 0 of 0 API calls

Re: Display the Error Messages on the Preview Grid below by following this guide. - Link not working

Re: How to merge only Contacts who donated in the last 3 years

Re: Import trying to write to a formula field

Re: Filter with relative reference to be able to update directly in one step

Get your blog on