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AnthonyValidity · 01-30-2025

Maximizing Your Org-to-Org Migration Process with DemandTools Join us on February 6th at 11:00 AM EST for an in-depth training session on using DemandTools 5.x's Import module for Salesforce org-to-org migrations. Sr. Customer Success Manager An...

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 · 11-14-2023

Huge thanks to everyone who attended today's training on Using Formulas for Advanced Data Standardization. Below are a few additional resources that were referenced during the training. Also, I am going to add a comment with samples of the formulas ...

AnthonyValidity

Hi @Chandana , Absolutely - that's what I would recommend if you're also using DemandTools 5.x's Dedupe module. Here's a screenshot of a scenario:

AnthonyValidity

Hi @Gerard_Spijker , Thank you for reaching out via the Validity Customer Community. This could be accomplished in the Modify module using the Modify Action "Formula". Here is an example using the Account Object and modifying the Billing Zip Code. ...

Re: Member Spotlight - Michael Wray · 12-18-2024

Congrats, Michael! Love that you were chosen for this. You're an asset to our community!

AnthonyValidity · 12-04-2024

For posterity:You can accomplish this with Excel on Windows (MacOS does not allow for this)• Open a new Excel doc• Go to the Data tab.• Click on Get Data > From File > From Folder.• Then pick the folder you want to export from.

AnthonyValidity · 10-29-2024

Hi @Murphybp79 ,Thank you for reaching out. Love to see people using Modify's Formula action - one of my faves. The reason why you're geting a syntax error is because SEARCH returns an error if there are no matches. We do allow comparing a returne...

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UPCOMING TRAINING WEBINAR - Feb 6: Using DemandTools 5.x for Salesforce Org-to-Org Migrations

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

Formula Examples: Using Formulas for Advanced Data Standardization

Re: DupeBlocker - is there a good comparison between Salesforce duplicate rules and DupeBlocker?

Re: Add starting zero to 5 digit numbers (when 6 digits are necessary)

Re: Member Spotlight - Michael Wray

Re: How do I import ContentNotes with DTV?

Re: Update Picklist Field Using Formula with SEARCH function

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