DemandTools General Settings

1.  Insert/Update/Delete Batch Size

• Applicable to: MassEffect, MassImpact, Reassign Ownership, PowerGrid
• The number of records processed per insert/update/delete batch
• Default setting is 100
  • Can be set as low as 1 and high as 200
• Each batch of "100" (or the number set) uses 1 API call
• Users may choose to lower the batch size to avoid errors from triggers that have not been optimized to handle batch processing
• The following pop-up will be displayed when the batch size is lowered to less than 10

• To ensure that users do not inadvertently leave a lower batch size that could use excessive API calls, batch sizes of 10 or less will ONLY be retained during the current session of DemandTools UNLESS Save Small Batch Sizes Between Sessions is checked.
  • A pop-up will be displayed alerting the user
  • If Save Small Batch Sizes Between Sessions is unchecked, the batch size will revert back to 100 on a subsequent login

2.  Default Merge Batch Size

• Merges can be batched to improve speed of merging and reduce the number of API calls.
• Applicable to: Single Table Dedupe
• Default batch size is 5 but can be adjusted between 1 and 200
• Higher batch sizes may result in Apex Code Errors
  • Determining the ideal batch size per object will be trial and error
  • Instances with little to no custom Apex code can likely increase the batch size and those with lots of Apex code or code that has not been coded to handled batch processing may need smaller batch sizes.
  • Can be overridden in individual Single Table Dedupe scenarios

3.  Default Lead Convert Batch Size 

• Conversions can be batched to improve speed of merging and reduce the number of API calls.
• Applicable to: Lead Conversion
• Default batch size is 10 but can be adjusted between 1 and 100
• Higher batch sizes may result in Apex Code Errors
  • Determining the ideal batch size per object will be trial and error
  • Instances with little to no custom Apex code can likely increase the batch size and those with lots of Apex code or code that has not been coded to handled batch processing may need smaller batch sizes

4.  Salesforce Timeout (In Minutes)

• Applicable to: All modules
• The amount of time DemandTools will wait for a query to process before timing out
• Default setting is 2 minutes
• Can be increased as high as 10 minutes
• May need to be increased for large queries that are receiving "Error Accessing Data:  The operation has timed out." errors as seen in the logfile

5.  Show MassEffect Field Names

• Applicable To: MassEffect 
• Default setting is checked
  • Checked - shows both the display ("Field Label") and API name ("Field Name")
  • Unchecked - shows JUST the display name ("Field Label")

6.  Auto Login & OAuth Auto Login

• Default setting unchecked
  • Checked - users will be automatically logged in without being prompted for a username and password
• Auto Login - Applies to the API Login Tab, saves username and password
• OAuth Auto Login - Applies to the OAuth Login Tab, saves the OAuth Long Term Token
• All saved login information is stored encrypted in the Windows Registry file on the local machine
• At least one Auto Login option must be checked for scheduled jobs to process

Note:  When your password changes for Salesforce, it must be updated in DemandTools. If invalid login data is passed while auto login is enabled, the option will be automatically disabled and the login screen will be re-displayed to enter the updated username and password.

7.  Create Tasks for Batch Processes 

• Applicable to: All scheduled jobs
• Default setting is checked
  • Checked - Tasks created for all batch jobs assigned to the user id of the person who ran the scheduled job
    • When the user logs into Salesforce after the completion of a scheduled job, an open task with completion information will be shown in their list of open Tasks
  • Unchecked - no Tasks created for batch jobs

8.  Send User emails for New/Update Tasks or Leads with Assignment Rules

• Applicable to: MassEffect, Lead  Conversion, Reassign Ownership
• Default setting is unchecked
  • Checked: User emails will be triggered for new Tasks inserted via MassEffect notifying the "Assigned to" user that a task was created 
• The following pop-up will be displayed when this option is checked

• To avoid accidentally sending mass emails for future inserts this option will ONLY be retained during the current session of DemandTools UNLESS Save Sending of User Emails Between Sessions is checked
• If using Reassign Ownership with this option enabled, emails may also be sent for each object reassigned due to email triggers in Salesforce

9.  Prepend MassEffect Long Text Merges

• Applicable to: MassEffect
• Applies to the right-click merge option when updating records using MassEffect
• Default setting is unchecked
  • Checked - data from input file will be PREPENDED with the existing data when merging text area fields
  • Unchecked - data from input file will be APPENDED to the existing data when merging text area fields

10.  Reparent Contacts Before Contact Merge

• Applicable to: Single Table Dedupe:  Merging Contacts BETWEEN Accounts
• Allows user control over whether or not the notes/attachments/tasks should also be realigned to the master contacts account 
  • When merging contacts between accounts, notes/attachments/tasks are NOT realigned with the account that the contact is associated with (master contacts account). So these sub-objects, although realigned to the master contact, will still also be associated with the previous account the contact was linked to. As a result, if that previous account is subsequently deleted, these items are also deleted (even though the "Parent" ID on these items IS the Contact ID).
  • This is never an issue when merging contacts directly within the Salesforce User Interface since Salesforce DOES NOT ALLOW merging contacts between accounts, only within the same account.
• Default setting is unchecked
  • Checked - updates the Account ID's on ALL the non-master contacts to equal the Account ID of the master contact PRIOR to merging
  • Unchecked - the notes/attachments/tasks will be re-parented to the master contact BUT THE ACCOUNT ID WILL STILL BE THE ACCOUNT THE NON-MASTER CONTACT WAS ASSOCIATED WITH.

Note: This option should also be checked if shared contacts are enabled and an indirect relationship should be created when the contact is being merged to a different account.  More details can be found in the Validity Community Solution:  Shared Contacts and Merging in DemandTools

11.  Show Non-Standard Users

• Applicable to: All Modules
• By default only Salesforce Standard users (user type = "Salesforce") are shown in any lookup/dropdown lists
  • i.e. owner name/alias dropdowns in where clauses, add constant in MassEffect for owner fields, Update Value in MassImpact, and "Reassign to:" dropdown in Reassign Ownership
• Default setting is unchecked
  • Checked - show ALL user types including Partner users
    • Logout and back in after checking this option to load all users
    • If there are LOTS of Non-Standard users this will slow down the login process

Partner users can also be assigned in Reassign Ownership or MassEffect by having the Partner User ID in a spreadsheet. More information on assigning records to Portal users in Reassign Ownership can be found in the Validity Community Solution Using Reassign Ownership with Portal/Partner Users

12. Hide Inactive Users

• Applicable to: All Modules
• By default ALL users are shown in any lookup/drop-down lists (active and inactive)
  • i.e. owner name/alias dropdowns in where clauses, add constant in MassEffect for owner fields, Update Value in MassImpact, and "Reassign to:" dropdown in Reassign Ownership
• Default setting is unchecked
  • Checked - ONLY show active users

13.  Disable Chatter Feed Tracking

• Applicable to: All Modules
• Allows processing a large number of records without tracking the changes in various feeds related to the records
• Default setting is unchecked
  • Checked - any processing done via DemandTools will NOT write to the chatter feed for that object

14.  Use Alternate Icons for Single Table Dedupe

• Applicable to: Single Table Dedupe
• Designed for color blind users
• Default setting is unchecked
  • Checked - picture icons displayed to differentiate selected master from non-master records vs. simply color coding the pins as red or green

A relogin is required for any changes to this option to be reflected in DemandTools

15.  Allow Field Truncation

• Applicable to: MassImpact, MassEffect, Single Table Dedupe
• Default setting is checked
  • Checked - data that exceeds the specified field length in Salesforce will be truncated to fit the specified field length when inserting/updating records
  • Unchecked -  rows with data that exceeds the specified field length in Salesforce will fail with STRING_TOO_LONG errors

16.  UI Color

• Applicable to: All modules
• Default color is blue
• Additional color options:  Black or Silver

17.  Show Help Icons

• Applicable to: All Modules
• Default setting is checked
  • Checked - places numbered life preservers throughout the modules
• Can pick from 4 icon styles       

• Help text will pop up when the mouse is scrolled over the icon
  • To keep help text call out on the screen place the mouse in the call out (text area)

18.  Default Assignment Rule - Use Default Lead/Case/Territory Assignment Rule

• Applicable to: All Modules
• Will change the ownership of Leads, Cases and Accounts etc. based on any active Assignment/Territory rules during INSERT AND UPDATE operations
• Default setting is unchecked
• It is highly recommended that this setting only be activated when needed then deactivated after processing, and that history tracking be enabled for ownerid fields on any object that could be affected
• The rule(s) will be evaluated during the use of DemandTools until the option is unchecked
• When checked   will be shown in the lower right of the interface and the following warning will be displayed before processing                      

19.  Default Restore/IdSave/Export File Extension

• Applicable to: MassImpact, MassEffect, PowerGrid
• The file type to be used for Restore files and IdSave files
• Sets the default file type for ANY direct exports done via DemandTools including:
  • MassEffect exports
  • Exporting Find/Report ID's results
  • Any time the "Data File" option is selected when exporting grid results
• Default setting is csv
  • other available extensions include: xls, xlsx, accdb

Note:  Because of the unique way PowerGrid stores changes, restore files will always be csv files regardless of the Default Restore File Extension in DemandTools Options

20.  Proxy Server Settings

• Brings up the Proxy Server Settings window as set on the login screen
  • Click HERE for more information on this setting.