DemandTools ships with a number of prebuilt master rules for common logic used 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 Screen 3 - Results Grid
- The rules will vary by object
Account Rules
- Most Recently Modified Record: Based on the ModifiedOn date
- Most recently modified record wins with a score of 99/0
- Newest Record: Based on the CreatedOn date
- Newest record wins with a score of 99/0
- Oldest Record: Based on the CreatedOn date
- Oldest record wins with a score of 99/0
Contact Rules
- Most Recently Modified Record: Based on the ModifiedOn date
- Most recently modified record wins with a score of 99/0
- Newest Record: Based on the CreatedOn date
- Newest record wins with a score of 99/0
- Oldest Record: Based on the CreatedOn date
- Oldest record wins with a score of 99/0
Lead Rules
- Most Recently Modified Record: Based on the ModifiedOn date
- Most recently modified record wins with a score of 99/0
- Newest Record: Based on the CreatedOn date
- Newest record wins with a score of 99/0
- Oldest Record: Based on the CreatedOn date
- Oldest record wins with a score of 99/0
