Learn How to Use DemandTools 2.91

Scheduled jobs should only be run by advanced DemandTools users, and only once the job has been thoroughly tested manually.  Auto Login and Save Password must be checked on the DemandTools login page for a scheduled process to launch. The Windows ...

This 30-minute class is a high level overview of all modules in DemandTools. It is designed to be a short 360 view of DemandTools to allow users to plan their future training track. 

MassEffect is the ultimate data loading tool used to insert, update, upsert, delete, undelete and export records from any Salesforce object. With support for advanced file formats (xls, xlsx, csv, mdb, accdb and udl), and the Bulk API, MassEffect ...

MassImpact is used to modify hundreds or thousands of existing records in any Salesforce object without uploading a spreadsheet. Data changes can be made by user input values, formula based functions (data normalization/standardization), or copyin...

Reassign Ownership is used to mass transfer the ownership of any Salesforce object and its related sub-objects in a single pass using either a set of user specified conditions or an input file of IDs to determine which records to reassign. A singl...

The DemandTools MassEffect module can be used to update existing records using an input file in any Salesforce object that supports updates. Records can be updated one table at a time (per pass) using the standard SOAP API or Bulk API. When updati...

The DemandTools MassEffect module can be used to upsert existing records in any Salesforce object that support the insert/update operations. Records can be upserted one table at a time (per pass) using the standard SOAP API or Bulk API. When upser...

The DemandTools MassEffect module can be used to insert new records into any Salesforce object that supports inserts. Records can be inserted into one object at a time (per pass) using the standard SOAP API or Bulk API. Below is a quick tutorial t...

The Lead Conversion module replaces the old Lead to Contact Deduplication, Lead to Account Deduplication, and Mass Lead Convert modules by combining all the same functionality and more in a single pass! Additional features include: Ability to se...

Find/Report IDs leverages DemandTools advanced matching techniques to match data from an input spreadsheet to data within any Salesforce Object and return the Salesforce ID or any field for all matching records. This session covers how to use Fin...

This class is a continuation of Single Table Dedupe Fundamentals with a closer look at advanced features.Topics covered: Using Advanced conditioning options: Filter Match Results, Filter with Bulk API, Select a spreadsheet of duplicates, Merge fr...

PowerGRID combines the power of mass updating records with an easy to use grid based view of the data. Fields can be updated directly inside the grid with the ability to review all changes before pushing the updates to Salesforce. The ability to m...

Exporting records using the DemandTools MassEffect module is quick and easy. The export operation allows for exporting information from any standard or custom object in Salesforce. Below is a quick tutorial on how to export records using MassEffect.

Logging into DemandTools and PeopleImport is quick and easy.  Check out this short tutorial for an overview of your login options.  

A short description of how to read in an external file of identified duplicates and then mass merge them.

Validity FAQ Series - How to assign Leads & Contacts to a campaign using DemandTools.

How to use DemandTools to identify Accounts in Salesforce that do not have any Contacts.

The DemandTools MassEffect module can be used to delete existing records from any Salesforce object that supports deletion and can undelete records that are currently in the recycle bin. Below is a quick tutorial that covers deleting and undeletin...

Reassigning records and selected sub-objects is quick and easy using the DemandTools Reassign Ownership module. Check out this short tutorial showing how to execute a simple 1-1 record reassignment using Reassign Ownership.  More information on th...

EmailConnect is an email verification tool within DemandTools. By using this tool, you can verify large amounts of email addresses stored within the Contact and Lead objects in Salesforce. This service gives Sales, Marketing, Services and Operatio...

With PowerGrid, adding new Campaign Members has never been easier.  Check out our Quick Win video below for a brief tutorial.   For more information on the PowerGrid module, visit our help documentation.Need PowerGrid training? View a previously r...

This short video shows the integration between our products, DupeBlocker and DemandTools. More merging made easy!

QUESTION:  I am getting the following error when merging records, why?  2011-01-17T08:54:10-06:00,,"Dedupe action for single group started",Account,,,,,,""  2011-01-17T08:54:10-06:00,Single Table Dedupe,"Merge to Master",Account,Merge,001A0000004...

QUESTION:  Can object history tables be exported via MassEffect?  ANSWER: Yes.  There is an operation available called "Export" which will show ALL tables in Salesforce including those that are not directly modifiable. Once Export is selected the ...

QUESTION: I am getting the following error any time I try and load a csv or accdb file: The 'Microsoft.ACE.OLEDB.12.0' provider is not registered on the local machine How can I resolve? ANSWER: The errors occurs when running the 32-bit version o...

QUESTION:  On the training calendar inside of the DemandTools application the product icons are oversized and are blocking class names and times. Also, when I click on a class, the registration link is not visible and is beneath another window on ...

The NPSP template can be installed in any org (i.e. Developer or Partner Enterprise) from the Salesforce AppExchange. NPSP:  DupeBlocker Feature or Triggering Action Issue Scenario Rules Multiple Email and Phone fields Need to ensure the co...

MassEffect can be used to undelete records from the Salesforce recycle bin.  ONLY soft deleted records that are still in the recycle bin can be undeleted.  Hard deleted records and soft deleted records that have been flushed from the recycle bin C...