bhare1357
Frequent Contributor
since ‎01-31-2023
‎07-18-2024

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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...