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CRMSarah

Does Validity provide a roadmap for future updates? I'd love to see what's coming!

CRMSarah

So I just realized that have Dupeblocker as part of our DemandTools subscription. I had access to it in a past life but didn't really see the benefits of it.I just installed it into my sandbox environment - what is the coolest thing about DupeBlocker...

CRMSarah

Anyone know why I wouldn't have the undo option available for many (not all) of my duplicate jobs?

CRMSarah · 03-17-2023

Hi everyone - easy question here for someone. We have an external tool that adds '^' to a Contact's title. For instance, the contact's title would be '^Accountant^'. I'm looking to run a cleanup job every night that would remove the Caret Notation ma...

CRMSarah · 03-07-2023

Hey everyone, I participated in the webinar a couple of weeks ago for Advanced Duplicate handling and I thought I was all squared away but I just realized that it doesn't solve my problem because my issue spans across the Contact & Contact Roles Obje...

CRMSarah

Hi @MarcDBehr - I don't believe that this object is available in DT because it's only available by metadata API (which I don't believe is available in DT). (This might help or at least give you something else to google to get you closer: Report Folde...

CRMSarah

You'll want to make sure that your criteria are very specific - exact matches on Name (Or first name match on first name and Last Name exact match), Exact matches on Email, and throw in Account Name criteria, too. Those are the three things that yiel...

CRMSarah

Hey @karthik!It really depends on what object you're attempting to Dedupe. I'd say generally though, my biggest saver has been using the Field Rules option. Definitely take a look at those options. For instance, if you're merging Accounts, make sure ...

CRMSarah

I'd like to follow along with this thread! I want to use the "Jobs" function more, I'm just not sure of some good use cases for it. Possible future webinar??

CRMSarah

@AnneMargarette Is this from, say, an excel file? I always format it like this: YYYY-MM-DDThh:mm:ssZ to be super duper certain it goes in correctly. Let me know if you're not doing it from an excel spreadsheet and I'll put some more thought into it!

Validity Customer Community

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DTV Roadmap

DupeBlocker - What Am I Missing?

Undo button not available in the Run History Table.

Remove a non-alpha character from the Title field

Merging Duplicate Contacts with Contact Roles

Re: Best way to change report/dashboard folder permissions

Re: Best way to match against Contact object for the highest rate of single matches?

Re: Any tips and tricks for dedupes?

Re: Scheduling Jobs

Re: Updating Date field

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