Validity Customer Community

Tony_Validity · 04-03-2024

Hi @Cyrus The maximum number of fields to apply is one using Field Copy Unique but there is a manual multiple step workaround for retaining more than one losing field that I can send you directly.

Tony_Validity · 03-06-2024

Hi @DaizyLogikSHFB , The errors you are encountering are best handled by our support team. I have contacted them and they will be reaching out to you to schedule a time that is best for you to resolve this issue. Have a great day!!!

Tony_Validity · 02-29-2024

Hi @Letty, Enable Assignment Rules in DemandTools V will follow Salesforce Assignment Rules. You can change the ownership of accounts, leads, or cases alongside other modifications by selecting the Enable Assignment Rules checkbox. This ...

Tony_Validity · 02-21-2024

Hi @DaizyLogikSHFB , In DemandTools V, the scenarios are not stored locally on your machine but in the cloud. If refereshing your Sandbox, share your scenarios to another Salesforce Org ( new Sandbox, diffrent Sandbox or Production Org) prior to the...

Tony_Validity · 02-09-2024

@bhare1357 It looks like you accepted this as a solution, but I wanted to add that you can potentially do this in Import while comparing against up to 5 objects at once by matching on the Account ID. Make sure you are using the CRM source and the Upd...

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Re: Retain all contact information on merge?

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Re: Would like to know more about 'Enable assignment Rules" in 'Modify" Module

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