I have a scenario where I'm wanting to merge records that are the exact same (all fields match, including created/modified dates) due to an import. I have a couple thousand records, so I don't want to have to manually select a winner. However, I ca...
I couldn't find this in any of the existing documenation, so posting this for anyone else that may have the same questions.If you want to add a Line Break when using a CONCATENATE formula you can use the CHAR(10) character to add it. Example:CONCATEN...
I'm trying to import data from one Salesforce object into another, and as part of the import I want to combine 3 text fields into a single field. Orignally I was going to combine the data in Salesforce prior to importing, but then I came across this...
I'm using the Modify module to try and update a new picklist field I've created with a formula. I want to select a certain value based on if I can find the word "Cancelled" in the name of the record. I'm trying to use an IF with SEARCH, but I keep g...
I was pleasantly surprised to find out I can use DemandTools to Dedupe and merge duplicate files (ContentDocument) that my users have uploaded. It works really well when the same person uploads the same file multiple times. However, if 2 different ...
@Pugs_Validity Yes, that's what I ended up doing. But that means you can't really do a field merge as part of the import process. When I read the article I initially referenced, I'm thinking it would allow me to merge data as part of the import p...
Ok, so it sounds like you're saying I have to have a one-to-one mapping for those fields from the source to the destination first. If that's the case, then it doesn't gain me anything as I'm wanting to avoid creating additional fields in the destina...
@Pugs_Validity It looks like you added some images, but they just show as triangles for me. I don't see how I can map 3 fields to a single field though as the tool doesn't allow that.
Amount(Converted) isn't an actual field (you won't see it in the field list for Oppoturnity in SF), but a UI field that is calculated based on the users currency. If you wanted to export that value, you'd need to create a Formula field that does the...