Hi all - looking for some affirmation or confirmation?I have about 100K account reocrds. We expect there to be some accounts that have a foundation or endowment account as well. We do have an org type field that has whether or not each account is a c...
Hi all - I have a long shot here but was wondering this might be possible with DTV?We are trying to get a handle on contacts that have not had any activity in the past X amout of years. We can do this going forward - I created a last activity field o...
Hi all - just trying to find a breakdown of what DupeBlocker can do as compared to standard Salesforce duplicate rules? I have been looking around and had no luck - any help appreciated as always - thanks!
Hi all - I have a list of account names. Some of them are in ALL CAPS and some are in "proper case". I plan on running a Modify scenario to fix those in all caps and bring them down to proper case. Some of these are fine the way they are (already pro...
Ok - was asked by a colleague - can DT help with related data analysis - meaning give me all records related to this account id - meaning contacts, opptys, tasks as well as custom objects? I want to say no but want to be sure - any help as always mu...
Hi @CRMSarah sorry but I haven't - honestly - I was really asking for a colleague - but I have passed it on to him and if I hear anything back I'll post here
@JonG_Validity Thanks for this - only problem here is we are goign to have to create that list so someone will have to go through the list and add those to the list - but thanks again for the info!
