I am building out a dedupe scenario for lead records and I was wondering if there is a way to move address fields from a duplicate into the winner only if all of the winner's address fields are blank. I would like to treat address fields as a group. ...
I am using this formula (${Commission__c}/100)*${Total_Price__c} to update a currency field with 2 decimal places, it returns more decimals and causes the next user to edit the object to get an error. Example data (16.2/100)*772.23 populates 125.1012...
Hi Team,One of the client is asking us to provide the Everest reports and access to view their email sending performance. So how would I create an shared account to client, so that they can only get access to their profile and get benefited from Ever...
Hi there. We are power-users of DemandTools. For a number of reasons, we still use DemandTools 2.9.1. We have multiple users, too.All of us are suddenly getting the same error message when trying to log in. This shows up in a DemandTools error messag...
With the help of ChatGPT, I was able to get this RegEx formula to extract the company domain from website field. The use case would be to update another field using the following formula -RegExReplace(${Website}, "^(?:https?:\/\/)?(?:www\.)?([^\/]+)...
Hi all - I have a long shot here but was wondering this might be possible with DTV?We are trying to get a handle on contacts that have not had any activity in the past X amout of years. We can do this going forward - I created a last activity field o...
Question: Does Validity/DemandTools store any data from Salesforce in the cloud? Or does it simply analyze the data in real-time locally on your machine?
Are there any posts already written for DTV on how to insert notes with to the ContentNote object?I've been trying to figure out to create new notes for the ContentNote object, which appears to require a file reference when importing. Is there a wa...
Hi again - since this is a little different than my earlier post thought I would post this one separately. Anyway, this time I'm not really sure what Missing Engagment Points and Missing Business Segmentation is. So, would love to know. Lastly, would...
I am using DemandTools 5.21 and cannot figure out how to move stale reports from one report folder to another for deletion. Which scenario category do I select? Is there a help document I can reference? If not available, is it on the product roadmap...
