Dedupe and Mass Merge Salesforce Data using DemandTool : Introduction and Best Practices

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  • Опубліковано 25 лип 2024
  • How do you dedupe Salesforce data in mass?
    While matching rules in SF is great, there is really no good way to merge data in bulk. Demandtool makes it super simple. Of course it comes with a price tag.
    Keep in mind, you need business or end users input to merge production data and always test it out in sandbox. Follow the steps in the video.
    Some helpful links:
    community.validity.com/custom...
    community.validity.com/custom...
    community.validity.com/custom...

КОМЕНТАРІ • 14

  • @mahakbansal6534
    @mahakbansal6534 Рік тому

    Thanks for this. Saved me time .

  • @user-ip8cf5ff1p
    @user-ip8cf5ff1p Рік тому

    Question - If contact record have community access, this tool send error message for that contact record?

  • @Vardhan-ic3gw
    @Vardhan-ic3gw 2 місяці тому

    Thank you for the video, but i just want to know what was the tool name you are using to dedupe the records

    • @PratimaShri
      @PratimaShri  2 місяці тому

      It’s called demand tool or validity

  • @temirock1682
    @temirock1682 5 місяців тому

    Can I import CSV file and compare to check for duplicate in my Salesforce with demand tools?

  • @cpqhours
    @cpqhours 2 роки тому

    What is the limit in number of records to be processed in de -dupe ?

    • @PratimaShri
      @PratimaShri  2 роки тому

      I have not run into any issues but if you have like million rows it hangs. And won’t work so it’s better to partition them

  • @oooutbb
    @oooutbb 2 роки тому +1

    Pratima why screen has less brightness ?

    • @PratimaShri
      @PratimaShri  2 роки тому +1

      That was actually an app installed on my laptop to prevent strained eyes.. I forgot to disable the app for recording.

    • @oooutbb
      @oooutbb 2 роки тому

      @@PratimaShri Don't worry Pratima, keep doing more videos. If you recorded this video even during night, then it says how much dedication you are showing to this channel. Keep going ❤️😊

  • @NaseemaBanuShaik
    @NaseemaBanuShaik 7 днів тому

    does it have an option to create a job that dedupes records from time to time?

    • @PratimaShri
      @PratimaShri  7 днів тому

      @@NaseemaBanuShaik yes ! That is one of the use cars to use this tool .

  • @cpqhours
    @cpqhours 2 роки тому

    Is this demand tool is free ?

    • @PratimaShri
      @PratimaShri  2 роки тому

      No unfortunately it’s not free. It is a paid product