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AnthonyValidity

When you need to detect duplicates between specific record subsets while avoiding noise from within-group matches, you'll need to implement a two-scenario approach in DupeBlocker. This technique mimics the "Filter Match Results" functionality availab...

AnthonyValidity

If you're working with Person Accounts in Salesforce Education Cloud, Nonprofit Cloud, or Health Cloud, you may have hit a frustrating roadblock: trying to merge duplicate Person Accounts only to get an error when both records have ContactProfile rec...

AnthonyValidity · 06-20-2024

Malformed Data often sneaks into our CRMs undetected. In this session we will take a closer look at how to identify malformed data in your CRM and provide an overview of how to use DemandTools for remediation. Check below for some of the Record Sele...

AnthonyValidity · 02-27-2024

Hi All, It was great seeing everyone turn out for our first Identifying Malformed Data webinar! I was excited to show you how to align your search with your Assess module results, but more importantly, find all that dirty data! Here is what I conditi...

AnthonyValidity · 02-20-2024

Hi Everyone,It was a pleasure hosting the Modify: Using Advanced Formulas for Data Standardization webinar today. I hope you all found it useful!I'm going to include all formulas that I used as examples during the session. I will also provide the l...

AnthonyValidity

Hi @DiegoLeon, Would you be able to open a case with our fantastic Support team? You can use this link: https://knowledge.validity.com/s/contactsupport?language=en_US Best,

AnthonyValidity

Information about the Salesforce bug:Education Cloud (EDC): Unable to merge PersonAccounts with ContactProfile

AnthonyValidity

Hi @andreworender , I'm sorry to hear you're running into this. For this issue, please open a case with Support. You can do this by going to this link: https://mycommunity.validity.com/t5/custom/page/page-id/SupportPage-CreateNewTicket-v2Any screens...

AnthonyValidity

Hi @Baymed ,We have a workflow that will accomplish this for you. In a standard Salesforce environment, we would recommend deduping on the accounts first before the contacts. In many cases, in NPSP environments, there's not enough information on th...

AnthonyValidity · 11-14-2025

Hi @brysonc Sorry to hear you're having a challenge installing DemandTools 5.x. I just did some research and see that you and the team are in good hands; a case was created with our Support team. They will be best to help you! Best,

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Using DupeBlocker for Asymmetric Duplicate Detection: Prospects vs. All Accounts

Merging Person Accounts Across Industry Clouds? Watch Out for the ContactProfile Object

Follow up to Today's Webinar: Identifying Malformed Data

Identifying Malformed Data Training Session Resources

Follow up to "Modify: Using Advanced Formulas for Data Standardization" Webinar

Re: Error in : Dedupe: Match Records

Re: Merging Person Accounts Across Industry Clouds? Watch Out for the ContactProfile Object

Re: Permanent Reload Loop

Re: DemandTools Contact Merge Leaving Child Records Stranded on Anonymous Household Accounts

Re: Validity Demand Tools not opening after Downloading on Mac

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