Validity Customer Community

Matthew_Rushton · 10-07-2024

Similar to the question asked in the post below, we would like to be able to 'convert' matching Unconverted Leads to existing Contacts and Accounts.If we do this manually, Salesforce will recognise the duplicate and ask if we want to convert the lead...

Matthew_Rushton · 09-27-2024

In DemandTools you can add a relative date operator of TODAY TOMORROW, YESTERDAY, but if you want to go further back or forward you can use < or > LAST_N_DAYS or NEXT_N_DAYS.Question is, if I want to exclude records created 'TODAY' would that be < LA...

Matthew_Rushton · 10-18-2023

We've recently started using OneDrive to save and share our team files.I have noticed that since we have switched from using mapped Shared Drives on a server, to using OneDrive, that we cannot link Demand Tools to that file if it is currently open, a...

Matthew_Rushton · 09-12-2023

Can anyone help me with the following please?I need to change the ownership of a set of Accounts against which an Opportunity is logged to match the ownership of the Opportunity. There are certain criteria to go with this as well - this only affects ...

Matthew_Rushton · 07-17-2023

I was wondering whether the following is possible and if so, how the best way may be to go about it.I have a large number of records which need updating, whilst I could easily do this in one hit, there is however a knock-on effect of updaing these re...

Matthew_Rushton · 10-03-2024

Thanks @JonG_Validity I can confirm that does what I wanted 

Matthew_Rushton · 07-20-2023

Thanks Jon,I like the idea on splitting records down into starting with groups of letters. I've adapted that slightly to apply to ranges on created date instead which is similar and gives me a better idea of batch sizes. I am having some difficulty ...

Matthew_Rushton · 06-09-2023

Thanks @JonG_Validity . I've not tried those functions before, but having read up on them now, it appears that for the particular task I had in mind, the 'Modify' function would be the way to go. I will give that a go on the next time this comes up...

Matthew_Rushton · 03-07-2023

Hi @AnthonyValidity I haven't no, I was under the impression from @DanW_Validity 's comments on 8th Feb that he would be raising a ticket to cover this...

Matthew_Rushton · 03-07-2023

Thanks for the tip @AndreSchilha ! I have tried this and can confirm that this does work. I'd have to call this a workaround rather than a solution, as this is unfortunately not one of the standard date formats in Excel and it will require me manual...

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'Convert' Lead to existing Contacts

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'Re-assignment' Scenario

Breaking down a Scenario into batches

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