Hello!I'm looking for a way to use the Convert tool in Demand Tools to convert a Lead to an existing Contact...but overwrite the address field if the Lead record is more recently created than the existing Contact. I know that the Salesforce default ...
Hello! Can't find this exact issue in the help. I'm looking to update part of an address record. We have a number of street addresses (Primary Street) [Billing Street] where there is a value of "/r" which was added from a vendor file and never cle...
Hi everyone!Our database has about 3 million records (Leads, Accounts, Contacts). I ran the Assess tool for the first time in early March and it ran for 12 hours before providing restults. I ran it again at the start of April (using fewer criteria)...
Hi everyone! I've gone through a few passes now to clean up out individual Lead record duplicates. Now I get into the realm of duplicates occurring because names are misspelled...first and/or last. Sometimes you can tell just by looking what it sh...
