DemandTools V Installation and Setup
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Getting Started Guide
Welcome to the DemandTools V Release! Use the links below to get started cleaning your CRM database today. Customers migrating from DemandTools 2.91 will also need to use our migration tool to bring Single Table Dedupe and MassImpact scenarios ove...
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Migrating Scenarios
Scenarios from select modules can easily be migrated from DemandTools 2.91 to the DemandTools V Release using the migration tool in the settings menu. To migrate scenarios from DemandTools 2.91 to the DemandTools V Release, follow the steps below...
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DemandTools Access for Non-admin Users
The following are key points regarding Salesforce permissions and access to DemandTools and apply to versions 5 and later: Access permission is set through your MyValidity account. Access permissions are based on user roles which are assigne...
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DemandTools V Onboarding Guide
Welcome to DemandTools! Follow these steps to get started using DemandTools. Step 1: Locate your Salesforce Org ID Step 2: Download DemandTools Step 3: Login to DemandTools Step 4: Learn how to use DemandTools Now you have logged in...
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System Requirements - DemandTools V Release
System Requirements: RAM - 8GB min, 16GB recommended Cores - 4 min, 8 recommended Storage - 5GB The following platforms are supported by the DemandTools application: Windows Windows 7 and later Mac macOS 10.10 (Yosemite) and later, 64-bit...
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How to download and install DemandTools
DemandTools V is an on-premise solution downloaded to your desktop or laptop so you maintain control of your data. Prerequisites You must have a MyValidity account to download DemandTools. Don't have a MyValidity Account? Contact Validity Suppo...
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How to download and install DemandTools on Linux
Introduction A deb package (.deb file) is a specific format created for Debian-based distributions identified by the .deb extension. Deb packages allow you to install DemandTools on a Linux system. Prerequisites You must have a MyValidity acc...
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Logging in to DemandTools V Release
Prerequisites Ensure you have a Validity account and the login information for the CRM account that you will use with DemandTools. If you are an existing customer and are having trouble accessing your account, please contact your account admin or...
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General Settings - DemandTools V Release
Log in to DemandTools and your CRM Click the Gear icon and select General Settings Application Settings Enable Undo Operations Applicable to: Dedupe and Modify Default setting: checked Unchecked: Users cannot undo recent scenarios that...
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Roles and User License Management
Your MyValidity account controls access to Validity products such as DemandTools V, DemandTools Elements, GridBuddy Connect, and the Universal Feedback Loop based on user roles. Admins can set these roles for all users on your account. You do not ...
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Managing Custom User Roles in DemandTools
Your Validity account at my.validity.com/demandtools/login controls your DemandTools access based on user roles. Admins can set these roles for all users on your account. You do not need to be an admin in your CRM to be an Admin in your Validity a...
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CRM Environment Management
DemandTools CRM Environment Management allows you to review and edit your associated environments, or add new Sandbox environments. To add production environments to your Validity Account, please contact your AE or support@validity.com. To manage ...
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Logging Into Multiple CRM Environments
Prerequisites Before you can log into another CRM environment, the CRM environment must be added to your DemandTools Account Information. A sandbox environment can be added for free by your DemandTools administrator, but if you want to add anoth...
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Managing a database connection in DemandTools
Connecting to databases in DemandTools is a powerful feature that can greatly enhance your data management capabilities. This allows you to integrate external data sources and perform Import, Match, and Delete operations using database connection...
