Validity Customer Community

Counter for round robin alignment

Hello Team,For one of our countries, we currently have two BDRs assigned. We would like all new records to be distributed evenly between BDR1 and BDR2.Specifically, if the first lead is assigned to BDR1, the next lead should go to BDR2, followed by B...

Match to social security number not working

I'm trying to match a list to current contacts on social security number.  Most contacts have the social security number, but it's not being recognized during the match process.  It is an encrypted text field and I have the list set as text with in t...

ContactPointEmail records orphaned after Person Account merge

Hi,We're using DemandTools to merge duplicate Person Accounts in our org. We have ContactPointEmailrecords associated with Person Accounts via the ParentIdMaster-Detail field (polymorphic: Individual/Account). ( We adapt CPEs right before our dedupe ...

I am looking to do a merge but just on related records

I keep having a need to move all the child records from one account to another account but not do emerge on the actual account. I don't want data from the loser being added to the winner. I just want all the related records moved from one account to ...

Are Field Rules stored in human-readable files?

Hello!  I have a pretty complex set of field rules for merging contacts, and I need to repeatedly make some mass changes to it.  The entity has 700+ fields and we're using ~300 of them, and out of those I'll probably need to update 120 or so Custom S...

DemandTools Tips and Tricks: How to merge duplicate person accounts in Education Cloud

Each week, we highlight a new use case in DemandTools that we cover in the Validity Help Center. Use these tips to get more out of your DemandTools account! How to merge duplicate person accounts in Education Cloud with DemandTools V Release What do ...

do i need to use downloaded version or is there a web version of demand tools

Java Certificate

I'm receiving error "Java Certificate Error Upon Login" when attempting to load DemandTools V, where do I obtain this missing certificate?

Why not Minot?

Hello!  I'm a DemandTools newb trying to load a CSV spreadsheet of name and address data to Salesforce.  I'm having issues with the "State Match - Long" Transform.  In the CSV file, I have a column of two-letter state codes that I'm loading to a cust...

Error in : Dedupe: Match Records

Hi!When I get into "Dedupe: Match Records" screen and click on the button "Manage Merge", after a few seconds I get this error:An unexpected error occurred. Please include this ErrorId if you contact support: 708321844-160792 (520946729)This error ha...