DemandTools

New DemandTools 2.7 and JobBuilder 1.5 now Available – update today!

Our development team has been hard at work, and we are now announcing the release of the latest version of DemandTools 2.7. The highlight of DemandTools 2.7 is definitely the completely revamped Single Table Deduplication module. We have packed lots of exciting new features to make deduping even more customizable… Read More

10 months ago by Anja Miller 0

DemandTools 2.6 Now Available – Upgrade Today!

DemandTools 2.6 is now available, please download and upgrade today. This latest version includes login support for Single Sign On (SSO), and a native 64bit version is also available. Learn more about the specific improvements, and how to determine which version (32/64bit) you should install based on your system here…. Read More

2 years ago by Anja Miller 0

DemandTools Version 2.6 Release Coming Soon

DemandTools 2.6 is coming soon! You’ve requested & we listened — major improvements including support for Single Sign On and a Native 64bit Version are here! Improvements are experienced throughout the module with some notable improvements in Single Table Dedupe,Find/Report ID and more.  Learn more about the specific improvements within… Read More

2 years ago by Anja Miller 0

Update Contact Addresses to match the Account Address with MassImpact

Do you have an Account that’s moved and need an easy way to update the addresses of the Contacts that are linked to that Account? Use MassImpact’s multi-table join capability to update the Contacts Mailing Address fields with the associated Account Billing Address fields using the Account ID (MassImpact allows you to set the… Read More

2 years ago by Anja Miller 0

Use Single Table Dedupe’s grouping / field update capabilities to identify Parent/Child relationships among Accounts

Single Table Dedupe is a very powerful grouping tool as well as a deduper! Set up a scenario to find Account dupes based on name alone Include the Account ID and Parent ID field in the list of “Fields to Show”, along with any other fields that will help determine which… Read More

3 years ago by Anja Miller 0

DemandTools Tips & Tricks – Reassign Ownership to just update Contact Owners to match the Account Owner

Sometimes ownership of sub objects gets broken, and no longer matches the Account owner. It’s a simple fix using DemandTools and the Reassign Ownership Module, easily update the sub objects – whether that is Contacts only or Contacts, Opportunities etc to match the Account Owner. In Reassign Ownership use the… Read More

3 years ago by Anja Miller 0

Helpful Hints for De Duping your Salesforce Database

Removing duplicate objects from the database is one of several basic cleansing operations that Salesforce administrators employ to maintain data quality at a high level. Of course, this probably isn’t a big news flash but if you’ve just started using DemandTools you may be wondering, what’s the best way to… Read More

3 years ago by Anja Miller 0

DemandTools Tips & Tricks – No More Missing Leading Zeros in New England Zip Codes

Since DemandTools allows you to use excel files as input in MassEffect, you never have to lose a leading zero for New England zip codes again. By formatting the zip code column in your spreadsheet as “Text” you will retain the leading zero. Now the field will be read as… Read More

3 years ago by Anja Miller 0

DemandTools Tips & Tricks – Reassign Ownership to just update Contact Owners to match the Account Owner

Sometimes ownership of sub objects gets broken, and no longer matches the Account owner. It’s a simple fix using DemandTools and the Reassign Ownership Module,  easily update the sub objects – whether that is Contacts only or Contacts, Opportunities etc to match the Account Owner.  In Reassign Ownership use the… Read More

3 years ago by Mark Esdale 0

Update Contact Addresses to match the Account Address with MassImpact

Do you have an Account that’s moved and need an easy way to update the addresses of the Contacts that are linked to that Account? Use MassImpact’s multi-table join capability to update the Contacts Mailing Address fields with the associated Account Billing Address fields using the Account ID (MassImpact allows you to set the… Read More

3 years ago by 0