Learn How to Use DemandTools V

Module Training Series  We are excited to kick off our DemandTools V Release: Module Training Series.  Check out the schedule below or the calendar above.  Sessions will be available On Demand once sessions are completed.    Session Name  Ses...

Menu Bar 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 ...

DemandTools V Release currently offers 11 data cleansing modules that allow you to mass manipulate records using both standard and custom CRM objects.  Convert: Compare and convert leads to existing or new contacts and accounts Compare all leads ...

Read the article here or watch the training videos below.

Cleanse rules can easily be updated to better meet the needs of your organization.  Cleaning lists are used to match similar values based on common punctuation, abbreviations, and common business prefixes, suffixes, and nicknames. These lists are ...

Record Selection Criteria is used when determining which records will be updated, exported, and/or searched in a scenario.  In each module, you have the option to use all records in a specific object (default) or use record selection criteria to s...

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...

In order to add a logical field condition on records containing a % sign, the condition only works if the % sign is anchored with a backslash. For example, to locate data within the Account Name field containing special characters, the condition l...

DemandTools enables you to add a custom value to certain picklists as a free text entry. Import: During field mapping, you can update Salesforce records with a custom constant instead of the value in the source file. Modify: You can update a f...

For large record sets, select the Bulk API option as it processes results in a fraction of the time while using fewer API calls than the traditional SOAP API. Bulk API is based on REST principles and is optimized for working with large sets of dat...

In the Dedupe, Match, Import, and Convert modules, matching records depends on the fields you compare and how you compare them. The “how” is determined by the comparison type you choose for each field.Comparison types are defined below. Where an a...

A winner rule is an automated set of criteria that, when applied, defines which record is the most up to date and should remain in your CRM after merging duplicate records. This feature is a quicker, more complete way to choose a winner, using rul...

Field rules can be used to select specific field values from different duplicates to be merged into the winning record, overriding the winner rule.  In short, field rules allows users to create the perfect winner record with desired field values f...

In MyValidity, you can request a feature for DemandTools and upvote existing feature requests. To request a feature:Visit https://my.validity.com/demandtools/products and select Log In at the top right, then enter your credentials to log in.In the...