Validity Customer Community

rishabh08 · 01-11-2024

Hi Everyone,I need help with a custom field in Salesforce. The field, 'Prospect Life Cycle', has values like 'AQL', 'Dormant', 'SAL', 'Prospect', etc., and is used in both Winning and Non-Winning records.Challenge: If a Non-Winning record is labeled ...

rishabh08 · 12-21-2023

I have two custom fields in Salesforce: one is Sx Primary Phone and the other is Sx Primary Cell. When winning rules were applied to the final process, I noticed that the winning rule SX Primary Cell has the number 1111111111 while the non-winning re...

rishabh08 · 12-15-2023

Hi Everyone,I have a question regarding the merging of Account Object.For example, in the 1st account, I have a field called 'Community Interest' that contains the name of a community that a prospect is interested in. Similarly, in the 2nd account, t...

rishabh08 · 12-14-2023

Hi everyone,I'm new to this community forum and recently started diving into using an on-demand validity tool for my salesforce business needs. I'm working on the Dedupe process and came across this option called 'field Rule'. Could anyone please gui...

rishabh08 · 02-06-2024

@Ashley_Validity Unfortunately it did not work.

rishabh08 · 01-22-2024

@jwoods I have the same issue. Well, not that specific error message. It's been going on for almost 2 weeks. The Validity support team said they are working on it. I still haven't received a proper fix for my issue.

rishabh08 · 01-11-2024

I will perform this test and let you know how it goes. @AnthonyValidity I appreciate your help with this.

rishabh08 · 01-11-2024

Hi @AnthonyValidity ,Thank you for your answer. I have a follow-up query regarding that solution. I applied that solution to my problem and this is what it looks like:What If the nonwinning record = SAL and the winning record = Will Never buy (and I ...

rishabh08 · 12-22-2023

Hi @AnthonyValidity ,Yes. They are all formatted in North America. If the customer provides the number, it would be in (xxx) xxx - xxxx. There are instances where the numbers would be without the brackets or dashes (like this xxxxxxxxxxx. If the cust...

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How to Prioritize 'Prospect' Status in Winning Records in SFDC

DeDupe Process: Merging of Valid vs Invalid Phone Number

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Field Rules for DeDupe Process

Re: How to Prioritize 'Prospect' Status in Winning Records in SFDC

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Re: How to Prioritize 'Prospect' Status in Winning Records in SFDC

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