DemandTools Elements Getting Started
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DemandTools Elements - Getting Started
Welcome to DemandTools Elements! Here's what you need to know to get started. Browsers supported Browser support is determined by your CRM. DemandTools Elements supports the latest stable browser version of: Chrome Edge Chromium Firefox Safari H...
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Welcome to DemandTools Elements!
Use the links below to get started cleaning your CRM database today. Support Help Center Validity Support Editions DemandTools Elements Edition vs. Free Edition Setup Sign up and connect to your CRM Should you connect to a produc...
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DemandTools Elements - Connect to production or sandbox org?
When you first access DemandTools Elements, you'll be asked to connect a Salesforce organization to your account. You can connect to a sandbox or log straight into production at this time. You can always add or switch to another org later on, so ...
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DemandTools Elements - Dashboard
When you first log into DemandTools, you see your Dashboard. This page contains modules, Scenarios, settings, account information, and help resources. Before we talk about how to navigate DemandTools, let’s first define the term scenario. The s...
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DemandTools Elements - Using Scenarios
A scenario is a configuration of steps and settings for each module. Whenever you select a module and go through each of the steps, you are creating a scenario. Saved scenarios are one of the most powerful tools in your inventory. When you sa...
