DemandTools ships with a number of pre-built master rules for use when selecting master records. These can be used as is or modified as needed.
- Pre-built Master Rules will be displayed in the upper right hand portion of Step 3 - Results Grid
- The rules will vary by object
Account Rules
- Most Active Contracts: Dynamically counts the number of ACTIVE contracts related to the Account
- Record with the most active contracts wins with a score of 99
- Most Opportunities and Contacts: Counts the number of Opportunities and Contacts related to the Account
- Most Opportunities scores 50 points
- Most Contacts scores 49 points
- Uses a "Score Delta" of 1, so a winner will only be chosen when one record scores higher
- Can result in NO master record being selected if there is a tie (they both have the same number of Opportunities and Contacts)
- Most Recently Modified Record: Based on the Last Modified Date
- Most recently modified record wins with a score of 99
- Newest Record: Based on the Created Date
- Newest record wins with a score of 99
- Oldest Record: Based on the Created Date
- Oldest record wins with a score of 99
After applying either the Most Active Contracts or Most Opportunities and Contacts rule, the calculated counts can be displayed in the results grid. Select "Show More Fields" and pick "Calc_OpportunityCount", "Calc_ContactCount", Calc_ActiveContractCount".
Note: These "fields" are for display only and will only show in this particular results grid. They cannot be saved as fields to always show when running a particular scenario (e.g. selected in Step 1 of Single Table Dedupe). The counts are NOT saved to the Account record.
Contact Rules
- Most Opportunities: Counts the number of Opportunities related to the Contact
- Record with the most Opportunities wins with a score of 99
- Most Recently Modified Record: Based on the Last Modified Date
- Most recently modified record wins with a score of 99
- Newest Record: Based on the Created Date
- Newest record wins with a score of 99
- Oldest Record: Based on the Created Date
- Oldest record wins with a score of 99
After applying Most Opportunities, the calculated count can be displayed in the results grid. Select "Show More Fields" and pick "Calc_ContactOpportunityCount".
Lead Rules
- Lead Status Qualified: Based on the Status field
- Record with a Status of "Qualified" wins with a score of 10
- Uses a "Score Delta" of 1, so a winner will only be chosen when one record scores higher
- Can result in NO master record being selected if there is a tie
- Most Recently Modified Record: Based on the Last Modified Date
- Most recently modified record wins with a score of 99
- Newest Record: Based on the Created Date
- Newest record wins with a score of 99
- Oldest Record: Based on the Created Date
- Oldest record wins with a score of 99
Opportunity Rules
- Most Recently Modified Record: Based on the Last Modified Date
- Most recently modified record wins with a score of 99
- Newest Record: Based on the Created Date
- Newest record wins with a score of 99
- Oldest Record: Based on the Created Date
- Oldest record wins with a score of 99
- Opportunity Rule - Highest Stage: Based on the StageName Field
- Ranks standard Stagename picklist values
- Uses a "Score Delta" of 1, so a winner will only be chosen when one record scores higher
- Can result in NO master record being selected if there is a tie
