No matter where you are in DemandTools, you can access top-level options from the menu bar at the top of the application (Windows) or the top of your screen (Mac). Highlights include:
- File (Windows)/Validity DemandTools (Mac): Check for updates and edit proxy server settings
- View: Open developer tools
- Help: Read release notes and troubleshoot with application logs
When you first log into DemandTools, you see your Dashboard. This page contains modules, Record Activity, My Scenarios, settings, account information, and help resources.
Before we talk about how to navigate DemandTools, let’s first define the term scenario.
The scenario is the basic unit of DemandTools. A scenario is any corrective action to common data mistakes that you can run in DemandTools. Whenever you select a module and go through the steps, you are creating a scenario.
- A scenario includes the module, object, conditions, and field mappings you choose.
- You can use prebuilt scenarios, build your own, or modify existing scenarios to create new ones.
- If you run a scenario frequently, you can save it. It will then show up under My Scenarios. Others can share their scenarios for you to use as well.
- You can schedule existing scenarios to run at regular intervals.
From your Dashboard, in most cases you will either:
- Start a new scenario by selecting a module
- Use an existing scenario under My Scenarios
To start a new scenario, select one of the 10 modules on your Dashboard: Convert, Dedupe, Delete, Export, Import, Match, Modify, Reassign, Tune, or Verify. (For more information about each module, visit Module Overviews: Synopsis and Common Use Cases .)
In most cases, the module will pull data either from your CRM or from a file you import, such as a CSV file. From here, you select an object for the module to work on. You may also need to map fields if you are working with data from outside your CRM.
Many modules ask you to add selection conditions. You can determine how rigid or loose you want your conditions to be, and you can set up progressively more loose or more rigid conditions, depending on how much data you want to filter into or out of the dataset you create.
Each module will let you preview your results before committing to the module’s final action. As your records are being processed for preview, you can see how many records meet your criteria and cancel processing if you need to narrow things down. Once your records are processed, you can see in Preview whether you need to adjust your conditions. You can then back up to an earlier step and make changes, or you can finish the scenario, committing the module’s final action to your CRM.
Record Activity shows your last 30 days of actions in DemandTools.
- Scenarios Run: The number of scenarios that have been run by the user.
- The definition of “run” varies by module, but a run is typically measured by getting to the final screen in the module, after pre-processing results but before committing changes.
- Examples include getting to the Preview Grid of a module to review results or opening Export.
- Scheduled jobs running are also counted here.
- Records Merged: Number of records included within Merge operations in Dedupe scenarios.
- Records Inserted: Number of records Imported to CRM using the Insert or Upsert (if inserted as new) operations in Import scenarios.
- Records Updated: Number of records Imported to CRM using the Update or Upsert (if updating existing) operations in Import scenarios.
- Records Modified: Number of records with published changes in Modify scenarios.
Your saved scenarios are listed in this table. Use the Schedule button to schedule any scenario to run one time or at regular intervals.
To organize your scenarios:
- Filter scenarios by module. For example, you can choose to view just your Dedupe scenarios.
- Star your favorite scenarios for easy retrieval.
- Sort by any column. You can bring to the top your starred scenarios, the ones you created, the most run scenarios, and so on.
At the far right of each scenario is a menu with three vertical dots. Opening this menu gives you these options:
- Details: tells you what the scenario does
- Share: lets you share a scenario in your sandbox to any production organization you’re logged into
At the top right of your screen, in the header bar, you can see your username and the organization for the account you’re logged into. Selecting the down carat beside your organization opens your account information below.
When your account information is expanded, you can see login information for each account you are logged into, including:
- Organization name
- User ID
- Whether the account is a production or sandbox account
You can log out of any single account, log into a new account, or log out of DemandTools entirely.
Under the header bar, you can also see how many API calls DemandTools has made to your CRM, as well as how many total API calls you are allocated.
You can find your settings under the gear icon in the header.
- License valid dates, version number
- Load Default Scenarios
- General Settings
- Manage Cleanse Rules
- Migrate Scenarios & Rules
You can find Help Resources either in the footer of your Dashboard or under the question mark icon in the header. In both places, you find:
- Help Center: Articles documenting how to use DemandTools
- Community: Questions and answers from other DemandTools users
- Live Training: Link to sign up for live training, office hours, and webinars
- Tech Support: email@example.com