There are many places within DemandTools where "right clicking" with your mouse will provide additional options:
In Where Conditions, right click on a list of picklist values to "Add a Value": This can be used when you need to update a value that is not currently in the picklist and change it to a valid picklist value. The value is added just for the purpose of selection and will not add the value to the actual picklist in Salesforce.
In Where Conditions, right click on a list of picklist values to "Filter List": Subset a long picklist based on a string to quickly find the value(s) you need.
MassImpact Results: In the grid that displays the records to be updated, you can now group the results by a particular field. Once grouped, right click on a particular group name and check or uncheck the entire group to indicate if the group should be processed.
MassEffect: Right click on a table name to "Export Data" or "Auto-Map Fields"
MassEffect: Right click on a field name to "Add Constant" or "Set as Key" (change to the unique key)
MassEffect: Right click on a "Blue" mapped field to access individual update options and/or remove mapping.
Single Table Dedupe Found Matches: In the grid that displays the found matches, right click on a duplicate key to access "Custom Merge" capabilities, and other individual merging options (e.g. merge group, apply rules etc.).
Single Table Dedupe Found Matches: In the grid that displays the found matches, right click on a particular field to "Update Fields" or "Update Group Rows". This option allows you to perform a real-time update to a particular field or groups of fields. Updates will be processed even if no records are merged.
Labels: DemandTools, Right Click, Salesforce, Tips
posted by A Miller @ 12:19 PM,
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