DemandTools 2.91 Installation and Setup

DemandTools for AppExchange has been designed for and is recommended to be operated on Intel based hardware and Microsoft Windows Operating Systems. Windows 7, 8, 8.1 and 10, Windows Server 2008 R2, Windows Server 2012 Separate 32-bit and 64-bit...

Installation takes approximately ten (10) minutes.  Before starting the installation, please refer to the System Requirements to ensure compatibility.Step 1. Install .Net FrameworkNote:  Users will be prompted to install this ONLY if it is not alr...

QUESTION: How do I uninstall DemandTools? ANSWER: Each computer will react differently when a user attempts to uninstall DemandTools.  The normal process to uninstall a program from a Windows environment is as follows:  Go to Control Panel  Progr...

1.  Insert/Update/Delete Batch Size Applicable to: MassEffect, MassImpact, Reassign Ownership, PowerGrid The number of records processed per insert/update/delete batch Default setting is 100 Can be set as low as 1 and high as 200 Each batch of...

DemandTools will run on a 64-bit PC and can utilize up to 32GB of RAM for faster downloads, building of results grids, and greatly minimizes "System Out of Memory" exceptions. Recommendations for Running the 64-bit Version Minimum 8GB of RAM Mor...

Options are accessible by from either the top menu, Edit -> Options, or the side menu, Preferences -> Options                   General Settings:  Settings for DemandTools as a whole Click HERE for detailed instructions on the General Settings ta...

When logging into a sandbox for the first time, DemandTools will provide an option to link the sandbox directly to the existing production organization simply by typing in the production organization ID in the space provided. DemandTools will then...

The graphic below shows which data sources are compatible with each DemandTools module based on action (insert, update, merge, convert, compare, etc.). This is not a module features list and while the module may not use an external data source to ...

Salesforce's API Client Whitelisting allows restricting user access to API client applications, i.e. Salesforce login allowed for authorized users only.  Since DemandTools is stand-alone software we created a DemandTools Helper "wrapper" app manag...

To set DemandTools back to production with Salesforce OAuth login, simply set the custom domain to the production domain and/or uncheck Sandbox Login. When using the Salesforce API login: UNCHECK the Use Custom Endpoint checkbox Close the login w...

QUESTION: We have multiple users of DemandTools.  Is there a way for me to make scenarios or master rules I have created available to the other users? ANSWER: Yes.  There are 2 ways to share the Single Table Dedupe Scenarios and Master Rules betwe...

Adding a Custom Endpoint To access a sandbox when using the API login page, a custom endpoint must be specified AND the Use Custom Endpoint box must be checked. To add a custom endpoint click on Proxy / Endpoint Setup in the upper right hand corn...

To access a sandbox using OAuth login, EITHER enter the Custom Domain for the sandbox (if custom domains are used in the org) or check the Sandbox Login checkbox (if a custom domain is NOT used in the org)           1.  Sandbox Login/Custom Domain...

Example using okta as the SSO provider1.  Set Login Options Auto Login: Checked: Saves the SSO credentials and automatically logs the user in Check BEFORE entering login info (existing login info is cleared when initially checked) Required when ...

1.  Set Login Options Auto Login: Checked: Saves the username/password AND automatically logs the user in Check BEFORE entering login information Required when running DemandTools as a Scheduled Job (i.e. using DemandTools JobBuilder) When check...

Users that use SSO (single sign on) or API Client Whitelisting will need to use the OAuth Login option. The OAuth login tab has support for custom domains, SSO and API Client Whitelisting. OAuth Login generates a long term login token.  If Auto Lo...

If an organization uses a proxy server to access the internet, proxy server settings will need to be entered using the Proxy / Endpoint Setup button in the upper right. Additionally, if logging into a sandbox via Salesforce API Login, a custom en...

Users that use SSO or API Client Whitelisting will need to use the Salesforce OAuth Login option Salesforce API Login1.  DemandTools is a Salesforce API application, therefore users enter their Salesforce login credentials (username and password)....