Latest Posts

Normalize your data during import with MassEffect transform formulas

Starting in version DemandTools 2.5, the MassEffect module has the ability to normalize input data PRIOR to uploading to Salesforce. The transform function is available for the Update, Upsert and Insert operations. Can select a variety of prebuilt formulas* designed to address common data standardization needs are available Formulas are… Read More

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

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

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

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