CRMfusion, Inc.

Miss our presentations at #DF17 Developing an Automated Data Quality Process - see slides & audio recording here: 

https://success.salesforce.com/Sessions?eventId=a1Q3A00000stRRuUAM#/session/a2q3A000001ysxcQAA

Has anyone had issues with merging a custom checkbox in DemandTools? The results page shows that the checkbox has been merged, but when I look at the record in Salesforce, it's not actually merged. I have it checked off in "Update Field Where Master is Empty" and I have it checked off in "Combine Field Value", but it still does not actually merge. Any suggestions?

Are you ready to become DemandTools Certified? New DemandTools Certification program (DupeBlocker & PeopleImport coming soon) now available. https://crmfusion.com/community/certification/

Become a member of the CRMfusion Community - https://crmfusion.com/community/. Great place to find Q & A, Tips & Tricks, share your knowledge, recorded training webinars and much more! 

Question about why my dupeblocker scenario may not be working:

Trying to block contacts on First Name (First Name), Last Name (exact), Mailing Zip/Postal Code - the standard field zip code (Zip 5 and 9).  When I create a new contact with first name, last, account name, Mailing Zip/Postal Code the rule is not firing.  Please let me know if I am missing something in the way I am using this scenario.

We are hiring - Technical Support Rep - Join our team!

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While making updates in @CRMfusion, Inc. #DemandTools I received the following error:

The record couldn’t be saved because it failed to trigger a flow. A flow trigger failed to execute the flow with version ID ####.

I did some digging and came across the following known issues listing:

https://success.salesforce.com/issues_view?id=a1p300000008Xn7AAE

However, the resolution doesn't make sense to me - I cannot figure out how to determine the API versions I'm using in DemandTools or the API for the field(s).

I took a look in Workbench, and the version ID is linked to the Update flow. 

The only field I am updating is the Salesforce-created "Type" field.

Any suggestions appreciated!

While making updates in @CRMfusion, Inc. . #DemandTools I received the following error:

The record couldn’t be saved because it failed to trigger a flow. A flow trigger failed to execute the flow with version ID ####.

I did some digging and came across the following known issues listing:

https://success.salesforce.com/issues_view?id=a1p300000008Xn7AAE

However, the resolution doesn't make sense to me - I cannot figure out how to determine the API versions I'm using in DemandTools or the API for the field(s).

I took a look in Workbench, and the version ID is linked to the Update flow. 

The only field I am updating is the Salesforce-created "Type" field.

Any suggestions appreciated!

@Admin Addicts  @Admin Tricks  @Salesforce Best Practices 

After converting some Accounts back to Leads, I am attempting to move the Activities that were previously tied to an Account back to its new Lead. I'm using MassEffect after using VLookup to relate the Activity ID to the Lead ID by way of the Account ID. The current Excel file contains only the Lead ID and the Activity ID.

However, I'm getting the same error for nearly every file: 

Error: field integrity exception: unknown, unknown (cannot specify whatID with lead whoID) 

This is strange, since I tied the Lead ID to the "Name ID - [WhoID]" field, so it's a WhoID to a WhoID.  When I tried linking the Lead ID to the "Related To ID - [WhatID]", I received a different error:

Error: Related To ID: id value of incorrect type. 

Any ideas? #DemandTools @CRMfusion, Inc.