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Longtime Demand Tools user

Hi all - as I mentioned in the subject - have used Demand Tools a number of times over a number of different jobs over the years. I love Demand Tools because of it is power. At one career stop I was able to take all of the states in Salesforce and tu...

bhare1357 by • Frequent Contributor
  • 3662 Views
  • 6 replies
  • 17 likes

Resolved! Certification question

Hi - I'm (slowly) working on getting the DT certification. I have not passed a few of the modules a few times. I don't think I have hit the limit of 5. I'm curious what happens if I do? Anyone know? Any help would be much appreciated.Thanks!

bhare1357 by • Frequent Contributor
  • 17 Views
  • 1 replies
  • 0 likes

In Asses - Exclude "Out of Business" Accounts

Hi everyone, in an attempt to improve our Assess score (it's really a personal challenge (read: obsession)), I am trying to see if there's a way to exclude Accounts which we have marked as Out of Business. Is there a way to do this?Thanks! 

CRMSarah by • Frequent Contributor
  • 92 Views
  • 2 replies
  • 1 likes

Recent training video recordings

Where can I find a recording of the recent training zooms I have attended?  If if was in the followup email that included the survey, I didn't see it.  Thanks!

knelson by • Observer
  • 72 Views
  • 1 replies
  • 0 likes

Character to board 'contains"

Hi i would like to select all the leads and contacts with "AI" in their job title, of course, i obtain unconsistent results, like '"emAIl" or MAINtain". i remember using in the past a special charactere to be able to have relevant results. Don't reme...

Letty by • Enthusiast
  • 226 Views
  • 3 replies
  • 0 likes

Resolved! Share Field Rules to Organisation

Hi is there a way to share field rules between organisations? I noticed when sharing a scenario the field rules associated with the object and used by the scenrio aren't copied over. Thanks!

Jonathan by • Enthusiast
  • 463 Views
  • 4 replies
  • 1 likes

Automating dedupe Scenarios to run and save an export.

Hi Anthony,Is there a way to automate running a dedupe scenario to get an export with the potential duplicates in an Excel format to be reviewed (not to do the actual dedupe)?I believe this would be a good idea for automating potential duplicates in ...

Resolved! Object to Dedupe dropdown does not give me the account option

Hi all - what I put into the subject is what's happening to me - I'm trying to find accounts where a particular field is the same - so thought I would dedupe on that field. The thing is when I get to the object to dedupe dropdown - I don't get accoun...

bhare1357 by • Frequent Contributor
  • 374 Views
  • 3 replies
  • 0 likes
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