Learn How to Use DemandTools Elements
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DemandTools Elements - Duplicate Assessment
The Duplicate Assessment module helps you to understand the hygiene of your data by providing you with a breakdown of the duplicates in your CRM. Duplicate Assessment is available in Free Edition and Elements Edition.Common use cases Regularly re...
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DemandTools Elements - 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 ea...
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DemandTools Elements - Import
Import serves as the ultimate data loading tool allowing you to insert, update, and upsert records from a file into any standard or customer object while simultaneously standardizing key fields. Import and Match a list of Leads from a trade show ...
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DemandTools Elements - Schedule Jobs
Schedule allows you to automate any saved scenario or combination of scenarios (which is referred to as a job). With Scheduled jobs, you can act on records without having to manually go into each scenario on a periodic basis. Schedule is available...
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DemandTools Elements - Module Overviews: Synopsis and Common Use Cases
DemandTools Elements currently offers 6 data cleansing modules that allow you to mass manipulate records using both standard and custom CRM objects. Duplicate Assessment: Evaluate duplicates in your data to determine the health of your CRM datab...
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DemandTools Elements - 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...
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DemandTools Elements - Delete
Delete enables you to remove unwanted records from any object in your CRM that supports the delete operation. Delete is available in Free Edition and Elements Edition. Common Use Cases: Remove incomplete or outdated accounts, contacts, and leads...
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DemandTools Elements - Verify
Verify uses the Validity BriteVerify API to make sure the contact and lead email addresses in your CRM are valid addresses. Verify is available in DemandTools Free Edition and Elements Edition. Prerequisites Before beginning your first Verify scen...
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DemandTools Elements - Record Selection Criteria
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...
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DemandTools Elements - Comparison Types
In the Dedupe module, 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 action is described, DemandT...
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DemandTools Elements - Bulk API
Bulk API For large record sets, select the Bulk API option as it processes results in a fraction of the time while using less API calls than the traditional SOAP API. Bulk API is based on REST principles and is optimized for working with large set...
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Transform on Import
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, ...
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DemandTools Elements - Request a Feature
You can request a feature for DemandTools Elements and upvote existing feature requests. To request a feature:Visit my.validity.com/elements/dashboard and log in if needed.Under the Settings (gear) icon at top right, select Request a Feature. At...
