DemandTools V Module Documentation
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Dedupe
Dedupe enables you to identify and merge large quantities of duplicate records in both standard and custom CRM objects. Choose from a variety of pre-built deduplication scenarios or create your own Use a broad array of comparison types to more ...
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Import
Import serves as the ultimate data loading tool allowing you to insert, update, and upsert records from a file into any object or objects while simultaneously standardizing key fields. Common use cases Import and Match a list of Leads from a tra...
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Modify
Modify helps you mass update existing records in your CRM using a combination of update functions including: Field to field - move data from one field to another Specified Value - add constant values Formula - utilize one of many formulas des...
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DemandTools V - Schedule Jobs
Schedule allows you to automate any saved scenario or combination of scenarios (which is referred to as a job). Scheduled jobs can update, import, export and clean data, without having to manually go into each scenario on a daily or weekly basis. ...
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Using Operators in Record Selection Criteria
There are a variety of operators that can be utilized to improve your record selection criteria and really hone in on the records you are attempting to manipulate. Below are some examples. Keep in mind that available operators will change based on...
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Run History
Run History enables you to review scenarios you have previously run and, in limited cases, undo the final action (such as a merge) on the target database. Both saved and unsaved scenarios are included. Accessing Your Run History To access your r...
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Assess
The Assess Module helps you to understand the hygiene of your data by providing you with a set of useful metrics that are the result of a thorough data analysis using a series of proprietary algorithms.Common use cases Run Assess when you first ...
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Merging Records when Contacts to Multiple Accounts is Enabled
DemandTools V Release can now tackle Salesforce limitations related to merging records when 'Contacts to Multiple Accounts' is enabled. Salesforce Limitations When merging contacts with different account relationships using the native Salesforce...
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Import - New Features
DemandTools V Release just got awesome new features you don't want to miss! What's new? PeopleImport and DemandTools, together at last PeopleImport functionality was added to the Import module of DemandTools V Release. Your PeopleImport flow now...
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Import - Transform Formulas
Import has the ability to normalize input data before uploading to your CRM, a process called Transform. You can select a variety of pre-built formulas designed to address common data standardization needs Transform is available for the Insert, U...
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Import - Multi-Object Deduplication
DemandTools Import now includes multi-object deduplication, which allows you to compare records in a file against any standard or custom object to determine if a record exists before importing, preventing duplicates, and updating existing records ...
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Creating contacts on existing accounts in Import
In the standard PeopleImport workflow, when a user imports records: Some records match leads and update the leads. Some match contacts and update the contacts. On the final match step, they create new records (either new leads or new contacts). ...
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Reassign
Reassign lets you mass transfer the ownership of any object and related sub-objects in your CRM in a single pass.Starting a Reassign Scenario To begin a new scenario, select Reassign from the module list on your Dashboard.To start from an existing...
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Verify
Verify uses the Validity BriteVerify API to make sure the contact and lead email addresses in your CRM are valid addresses.Prerequisites Before beginning your first Verify scenario, you will need to create two custom fields in your CRM to store y...
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Delete
Delete enables you to remove unwanted records from any object in your CRM that supports the delete operation.Common Use Cases: Remove incomplete or outdated accounts, contacts, and leads Undelete records from the recycle bin Important things...
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Convert
Convert lets you compare and convert leads to existing contacts and accounts in your CRM.Starting a Convert Scenario To begin a new scenario, select Convert from the module list on your Dashboard.To start from an existing scenario, select a Conver...
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Match
Match lets you compare any list of records to your CRM by uploading a CSV or Excel file to DemandTools. Compare records from a different data source than exists inside your CRM Match objects from two different CRM systems Common Use Cases Fi...
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Modify - Using Formulas
Modify allows you to replace the value of selected fields using pre-built or custom formulas to determine how the data in the field is updated. Common use cases include: Utilize the pre-built ProperCaseName formula to ensure Account Names and C...
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DemandTools - Modify Formula Dictionary
Below is a list of all pre-built formulas currently available in the Modify module. Those that are most commonly used are denoted. Formula Definition Syntax Example AllTextAfterChar Allows the return of text only if it is ...
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Tune
Tune allows you to manually update records instantly and directly within DemandTools with an easy to use grid view that you can manipulate in a variety of ways including filtering, and autosizing. Common Use Cases: Find orphaned records Quickly...
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Export
Export allows you to extract data from any standard or custom object in your CRM based on criteria you select.Common Use Cases Export data for reporting and data visualization Export a back-up of a subset of data Make modifications to data in a...
