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michael-wtds

When attempting to merge a contact related to a cadence I'm getting the following error -We can't merge these contact records because at least one of the duplicates being deleted is assigned to a cadence. Remove those records from the cadence and try...

michael-wtds · 05-20-2025

Is there a way to conditionally update fields using 'Modify with a Formula' in DemandTools, specifically choosing either the import file's value or the existing Salesforce value based on certain criteria?Example Scenario:I want to update the Phone fi...

michael-wtds · 04-28-2025

@AnthonyValidity I'm trying to match the Close Date on MM-YYYY, and can't get this regex match to match a test record with the exact same date.(\d{4}-\d{2})-\d{2}Have you seen any examples of date matching regex that I can try to use?

michael-wtds · 02-12-2025

While attempting to merge duplicate opportunities, which included field rules I kept getting the following error -"Error cloning record 0KKUI000001RZ2k4AG: A Campaign Influence Record for this Opportunity with same Contact and Campaign already exists...

michael-wtds · 10-31-2024

I want to use FieldCopyUnique to save a different Mailing Address to Other Address. So, it looks like I need to define each field individually (Other Street, Other City, Other State, Other Country), but I need to make sure I'm keeping the Other Addr...

michael-wtds

Hi @Pugs_Validity, here's a video clip showing how it appears to be working in the preview results using CreatedDate -Import - Modify Contact Source based on Created Date

michael-wtds

Hi @beavery,Let me know if this works -On your field, add a formula to compare the created date > Today() - 1 (1 day ago), or maybe NOW()- (1/24) (1 hour ago). If true udate with the mapped field value. If false, then blank. Then use Update If Em...

michael-wtds

I did find that I could delete the related contacts from "ActionCadenceTracker" to complete a merge. In this case, the cadence's were no longer used, and I moved all the related contacts to a campaign list for tracking, and then deleted them from th...

michael-wtds · 04-29-2025

Hi @AnthonyValidity ,Thanks for breaking this out to a new thread. Hopefully, this will help anyone else trying to do something similar.Ideally, I would like to be able to match dates within a range of each other (e.g. +/- 30 days). So, something l...

michael-wtds · 04-28-2025

Hi @AnthonyValidity,I'm working on an investment file import into Opportunities using upsert with a matching step. I'm trying to match the Close Date from my file to existing Opportunity records.In my file, the investment Close Date be 4/4/2025 (m/d/...

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Unable to Merge Contacts related to Cadence

Import - Modify with a Formula: Is Conditional update using another field possible?

Import Matching on Close Date on (MM-YYYY) RegExMatch Formula Help

Error merging duplicate opportunities - Campaign Influence Record exists

How can I replicate FieldCopyUnique on Other Address (where individual fields may be blank)

Re: Import - Modify with a Formula: Is Conditional update using another field possible?

Re: Import - Modify with a Formula: Is Conditional update using another field possible?

Re: Unable to Merge Contacts related to Cadence

Re: Matching on Close Date on (MM-YYYY) RegExMatch Formula Help

Re: Matching on Close Date on (MM-YYYY) RegExMatch Formula Help

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