Total registered members: 1497 Total overall posts: 1594 Total number of solutions: 147
Community Activity
Resolved! Modifying contact names with special characters
I have first name and last name, with special characters, and can't figure out a formula. In the majority of cases I want to keep the format as is in SFDC (often spaces). Assume (first name) Mary Ann and (last name) Williams Smith. The resulting NE...
Upcoming training
Reassign Module Overview When: Tuesday October 22nd. Register here
Import - Assigning a Campaign
Is there specific criteria for a campaign to show up in the "Match Step Settings > Assign to a Campaign" dropdown for leads and contacts?I originally thought it was a SFDC settings issues, but my first test campaign did show up in the dropdown (1-2da...
Display the Error Messages on the Preview Grid below by following this guide. - Link not working
Getting this message on the Import: Preview page.0 records successfully updated.45 records errored when updating to Salesforce. Display the Error Messages on the Preview Grid below by following this guide.Can you please share the link to this guide. ...
Having Trouble Setting Up Successful Match Rules
I'm new to DemandTools. I've watched the import training video. I've also read through some of the Help Center materials. When I attempted an import, I found that my match rules weren't successful. I work in higher ed. Our fine arts team uses MusicWi...
Dupeblocker Apex
Although I do not exactly have NPSP I have a similar construct in that my Household Account is created with the contact and since we do not keep much information on the account we cannot "out of the box" create a warning on insert or update, only on ...
Dedupe between Record Types
Is there a way to create a scenario to check for duplicate accounts that are NOT the same record type? I can see where I can create a filter for a specific Record type or use it as a matching criteria, but I would like to so potential duplicates betw...
Restore Logging On Error
I am new to DemandTools. I have been able to run dedupping in the 2.91 version, but everytime I try in version V, I get this error: Restore Logging on. I have tried logging out and back in, but nothing seems to work. I am not sure what to do. Can...
'Convert' Lead to existing Contacts
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...
Populate Target Lookup Field using an External ID while using the Import Module
Hi all! A new user here, so appreciate any help.I am using the Import module in Demand Tools V to migrate some records from one instance of Salesforce to another. Are we able to use an external ID field to populate a lookup field while importing?For ...
Ask Me Anything Series
Be sure to check out the product specific events, newsletters, etc., by going to the product forum!