DemandTools 2.91 Best Practices
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DemandTools - DeDuplication Best Practices & Guidelines
Please test your deduplication scenarios thoroughly before deduping a large number of records, as there is NO automatic "undo"/"rollback" option and NO restore files are created. If you have a Salesforce sandbox, we recommend that you test in thi...
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Best Practices - Account Duplicate Merging
The deduplication of Accounts is not an exact science. It will require multiple passes of the deduplication wizard to clean out the various types of duplicates. Below we have listed a sample methodology for removing Account dupes in a multi-stage ...
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Best Practices - Contact Duplicate Merging
The deduplication of Contacts is not an exact science. It will require multiple passes of the deduplication wizard to clean out the various types of duplicates. Below we have listed a sample methodology for removing Contact dupes in a multi-stage ...
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Best Practices - Lead Duplicate Merging
The deduplication of Leads is not an exact science. It will require multiple passes of the deduplication wizard to clean out the various types of duplicates. Below we have listed a sample methodology for removing Account dupes in a multi-stage pro...
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DemandTools Lead Conversion Best Practices
It is highly recommended that Single Table Dedupe be run on Leads, Contacts and Accounts to clean up any duplicates before running Lead Conversion. This will avoid added complexity in evaluating matches due to duplicates within each object and mi...
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Best Practices for using Registry Files
What is a registry file? Registry files store the login and proxy information as entered on the login screen and all DemandTools options set under "General Settings" and "File Paths.” Registry files are a necessity for users whom: Log in to multi...