DemandTools 2.91 FAQs

QUESTION: Where can I find information on how to install DemandTools and/or upgrade from an earlier version? ANSWER: Install and upgrade instructions can be found HERE. 

QUESTION: How do I know what version of DemandTools I am running and how can I check what the most recently published version is? ANSWER: To check the version of DemandTools you are currently running:  Log into the tool, click Help -> About from ...

QUESTION: I accidentally deleted one of my saved DemandTools scenarios.   How can I recover it? ANSWER: Scenarios, Master Rules, and Nickname and Account Cleaning Lists are simply xml files saved locally on the PC.  When they are deleted they will...

QUESTION:I want to move some attachments in Salesforce to a new parent object/record. What is the best way to export and import/reparent the attachments? ANSWER: Attachments cannot be "updated" to a new parent, but DemandTools MassEffect can be us...

QUESTION:  Why can't I delete a Contact with Self-Service enabled?  ANSWER (from Salesforce's Help and Training Link):  It is not possible to delete a contact once a Self-Service user has been enabled (created) for that contact. This is as designe...

QUESTION: Why do I see many records with the name DELETE*** in front of them? ANSWER: When record are merged in the DemandTools you can have the non-master records (the ones that are merged from) either deleted or prefixed with "DELETE***". Th...

QUESTION: Can I use DemandTools MassEffect to insert attachments and documents into Salesforce? ANSWER: Yes, MassEffect has the ability to insert attachments and documents that reside on your local PC hard drive or network mapped drive. BULK API S...

QUESTION:  Is it possible to enable non-admin access via DemandTools? ANSWER: Yes, non-admin access to DemandTools can be enabled for an organization by request only. It is highly recommended that users accessing DemandTools have "Modify All D...

QUESTION: What does the option to Update Field Where Master Empty do? ANSWER: This option addresses the situation where some cases have information in the non-master accounts that is not present in the master Account.  For example, the non-master ...

QUESTION: When using Account hierarchies in Salesforce, is it necessary to consider the hierarchies when selecting the master record? ANSWER: Yes.  The hierarchy will be broken if a parent record is deleted. NOTE: This is NOT UNIQUE to merging in ...

QUESTION: Is it possible for me to transfer to Partner/Portal users in Reassign Ownership? I only see standard users in the drop down for Reassign to. How do I assign to portal users? ANSWER: NOTE:  Starting in version 2.50.24 there is a new Optio...

QUESTION: Why do I need to create a trial when accessing production or a sandbox via DemandTools? ANSWER: This is normal when logging in to a production org, developer org, new sandbox or refreshed sandbox for the first time. Production orgs, deve...

QUESTION: Can I upload Content using MassEffect? ANSWER: Yes.  Files and URL's can be uploaded and placed into Libraries. Starting in version 2.7 the BULK API zip method for uploading files is available with Content and is the recommended method w...

QUESTION: We have a number of Accounts owned by users that have since left the company.  Is there a quick way to find all the Accounts owned by inactive owners and reassign them to active owners? ANSWER: Yes.  Reassign Ownership can be used to fin...

QUESTION: I need to have someone review the list of duplicates prior to merging.  Can I export the grid results, send them to a colleague to mark which records should be merged and the desired master record, then read the spreadsheet back into Si...

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QUESTION: Does DemandTools, PeopleImport and DupeBlocker have support for non-English character sets (i.e. international)?  ANSWER: Yes, all three tools can handle non-English character sets (i.e. double byte and cyrillic).  Be careful of the ...

QUESTION:  I am exporting Account IDs.  Salesforce reports return: 0013000000F6xo3 (15 digits) DemandTools returns: 0013000000F6xo3AAB (18 digits) Demand tools gives 3 extra digits at the end but both take me to the same record. Why are they dif...

QUESTION: Is it possible to sum text fields using a MassImpact formula? ANSWER: Yes!  You can use the toNumber formula to accomplish this. For example: You have 3 custom text fields in your Salesforce Org as indicated below. Number of Full Time E...

QUESTIONS: 1.  I log in to multiple instances of Salesforce and would like to have different "login profiles" for each.  Can this be done? 2.  I have changed my file paths in DemandTools but it doesn't always retain them because the drives are n...

DEMANDTOOLS: DemandTools will work with Professional, Enterprise and Unlimited Editions of Salesforce and does NOT require the Salesforce API add-on.  PEOPLEIMPORT:  PeopleImport will work with Professional, Enterprise and Unlimited Editions of S...

QUESTION: Where can I find the log files that are generated by DemandTools?  ANSWER: If the default locations have not been changed, log files are located in: Documents - DemandToolsData - LogFiles If the default locations have been changed, d...

QUESTION:  I need to find all the Contacts that do not have any Opportunities, Tasks, Events, Cases, or Campaigns associated with them, can this be done with DemandTools?  ANSWER:  Yes this can be done but it is a multi step process using the Mass...

QUESTION: What is my DemandTools username and password? ANSWER: Login to DemandTools is done using your Salesforce username and password, and possibly a Salesforce security token if your Salesforce instance requires one for accessing the Salesf...

QUESTION:  Can I use DemandTools to find records with middle initials in the first name field and then remove them? ANSWER: Yes.  This is a tricky one, but it can be done in MassImpact using the AllTextBeforeChar formula. Instructions begin at the...

UESTION: Starting in Spring '16 Salesforce allows converted Leads to be updated as long as users have the appropriate permissions enabled on their profile. Starting in Spring '17, Salesforce changed the necessary permissions to update converted le...

QUESTION: How do I share my Cleaned Account List and/or Nickname List? ANSWER: There are 2 way to share the “Cleaned Account List” and “Nickname List” between DemandTools users:  Update the directories where these files are located to a shared dr...

QUESTION: If I enable Shared Contacts, what will be the impact when merging Contacts and Accounts via DemandTools? ANSWER: As long as "Use Salesforce Merge" is checked (which is the default and highly recommended), the merge will work exactly the ...

QUESTION: We need to remove the Campaign History from a group of Leads. I would like to do this without deleting the Campaign or Lead. Is this possible with Demand Tools?  ANSWER: Yes, using the MassEffect module, the relationship between a Campai...