DemandTools V Release Notes

Bug Fixes Fixed an issue in Record Selection Criteria where, when adding a condition based upon Record Type Name, Users within the Org were incorrectly displaying in the picklist.  Fixed an issue in Import where, when changing the file associa...

Bug Fixes Fixed an issue in Reassign where, when using a file as the scenario source, finding matches with existing CRM records was not occurring in a performant manner. Fixed an issue in Dedupe where Field Rules application was not occurring in ...

  Bug Fixes Fixed an issue in Dedupe where fields on duplicate records manually selected as winning fields were not highlighted green.  

Feature Enhancements Dedupe: Right click on any editable field on a duplicate record to select the winning field value to be retained in the winning record once merged. Dedupe: Fields to be retained from Duplicate Groups on are now highlighted gr...

Bug Fixes Fixed an issue in Match where scheduled jobs were missing columns related to match criteria. Fixed an issue in Dedupe where Winner Rules using a condition of "Most x Objects" were not applying.  Additional known issues addressed. For a...

Bug Fixes Fixed an issue in Dedupe where Winner Rules using Oldest Date, Newest Date, Largest, Smallest were not applying to duplicate groups successfully. Fixed an issue in Dedupe where the Winner Rule condition "Most x Objects" was not displa...

Bug Fix Fixed an issue in Import where, when executing an Update or Upsert operation with multiple objects, matching records are not identified in the first object selected by the user.

Feature Enhancements  Convert: Support for input file as a source for Lead conversion.  Reassign: Support for input file as a source for record reassignment.   Dashboard: View Record Activity for the past 30 days across Dedupe, Import, and Modify...

In this release: Known issues addressed.

In this release: Import: Upsert operations on a Contact object display a new option in Final Matching Conditions to have the newly Imported Contact record match the Account Ownership. Import: A user is now able to move a record that has matched...

In this release: Run History: A new Audit Log column has been added to the Run History table. For all jobs you run on your computer, this column will show a CSV file icon and link to the log file for that specific Run instance. Run History: Recor...

In this release: Delete: You can now delete records directly from your CRM, rather than having to export a file to identify records for deletion. Schedule: You can now schedule Delete scenarios. Run History: This release expands Run History to in...

In this release: Import: One-to-many field mapping allows users to map a field from a single source to multiple fields in Salesforce (such as “Phone Number” to both “Home Phone” and “Mobile Phone”). Import: Cross-Field Matching builds on one-to-m...

In this release: Import: You can now match on related objects, which allows you to import contacts and match on Account name. Import: Data values from the original import file will now be included in the log files for successfully imported record...

In this release: Unmerge: All Dedupe merges can be reverted to their pre-merge state using the Undo Merge button found in the Run History table. Run History: This release introduces a new Run History table showing insight into your Dedupe activit...

In this release: Import: DemandTools can now directly query data from other Salesforce orgs, Microsoft Dynamics 365 environments, Microsoft SQL, and MySQL. You no longer have to export data into a flat file to import it into your organization, st...

In this release: Import, Match, Convert, Reassign: Match steps no longer need unique names before a scenario can be saved. Scenarios: Bulk actions are now available for sharing multiple scenarios to another org, such as from production to sandbox...

In this release: Mac users: Selecting the red X at the top left of the window to close DemandTools will now only close the window for the app. DemandTools will remain running in the background and can be recalled from the Dock. As with other Mac a...

In this release:  Import: You now have the option to import new contacts into an existing account when those contacts match on Account Name. This functionality can also be used to correlate any imported child object to a parent object based on ma...

In this release:  Import: You can now export your results preview grid. Use this feature to review records before committing changes to your CRM. Import, Convert, Match, Reassign: You can now filter match results by step (and object, for Import a...

In this release:  Dedupe: You can now filter match results to compare records that include specific match criteria against all records. If one record in a set includes the criteria, all records in that set are returned. For example, you can filte...

In this release: Import: Changes to how Record Count is returned and displayed will improve performance with larger files.Import: Saved Import scenarios are now less strict. Only columns that have already been mapped are required in the source fil...

In this release:  Import: Major enhancements now allow you to evaluate your import list against a series of objects (for example, Leads > Contacts > Accounts) for matches; filter on record selection criteria and set fields to show on preview; ass...

In this release:  User Roles: Admins can now create up to 5 custom roles for users to access only the modules they need. For example, an admin could assign members of the marketing team to a Marketing role, which could include only access to Impo...

In this release: Schedule: You can now schedule jobs to run quarterly from your saved scenarios. Object selection: The top 5 most common objects--Accounts, Contacts, Leads, Opportunities, and Cases--appear at the top of the object dropdown list. ...

In this release:  New Field Rule option in Dedupe: Field Rules now include a "Today" option for to support scenarios configuration using a dynamic value. When using the "Today" field rule, saved scenarios will reflect when the scenario was run (n...

In this release:• DemandTools Version 5.6.0 debuts a new Resource Center linking you to product notifications, technical support, training and tutorials, playbooks for achieving outcomes, and webinars and events.• Modify: DemandTools V for Microso...

DemandTools Version 5.5.0 includes a patch to address the log4j vulnerability (CVE-2021-44228). As a desktop application, DemandTools was only vulnerable if a hacker was already inside your network. Critical components have previously been patched...

In this release:  Formula Support DemandTools now offers full support for formulas that are part of input files.  This change allows the tool to read formula resulted values rather than the formula itself.   Field Search Functionality When managi...

In this release:  You can now add a custom value to any picklist for querying in Record Selection Criteria or Master Rules. Record Selection Criteria now sorts user lists, such as Owner Name, alphabetically. Modify: The Formula screen previously ...