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 all - we have a list of accounts in all caps and are updating it to proper case so...VERIZON becomes VerizonHowever, there are some like YMCA OF BOSTON (for example) that we don't want to update - we want it to be YMCA of Boston rather than going ...
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!
