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The #1 global data quality tool used by
thousands of satisfied Salesforce administrators.

Click here to learn What’s New in the latest release of DemandTools.

Tutorial Videos

DemandTools for AppExchange is a packaged suite of 11 individual software modules, each of them performing a specific data quality task working with Salesforce data.

The DemandTools modules are broken down into three major sections according to their primary objectives:

Cleansing Tools

Single Table Deduplicator

The industry standard batch deduplicator for the Salesforce platform used by thousands.

The Single Table Deduplication module is capable of finding and merging all types of Salesforce duplicate objects including Accounts, Leads, Contacts but also Events, Assets etc, even custom objects. The deduplicator allows for 100% control in terms of how the duplicates are identified and multiple different methods to merge the records. The user can choose between a fully manual “Custom Merge” or use one of our advanced record selection rules (or even create their own) to execute an automated master vs. servant merge process. Of course the Single Table Deduplicator provides the user with the heuristic and phonetic matching tools but also great street and phone parsing matches, domain matches and much more.

LeadConversion

Lead to Contact, Lead to Account and Mass Lead Convert modules have been replaced by the new all-in-one Lead Conversion module. Converting Leads is now even easier! Lead Conversion allows mass conversion of Leads without creating duplicate Contacts and Accounts, all in one pass!

Leads can be compared to Contacts and Accounts using all of CRMfusion’s powerful and flexible matching techniques. When matches are found the Leads are converted and merged (with their Campaigns and Activities) into the matching Contact, or a new Contact on an existing Account. Additionally, you have the option to convert remaining unmatched Leads and create new Contacts and Accounts.

Lead Conversion features:

  • Ability to select Leads from a specific Campaign, even filter by Campaign Status
  • Ability to convert Leads from CRMfusion’s DupeBlocker Lead to Contact or Lead to Account Warnings
  • Ability to read in a spreadsheet with Lead and matching Contact or Account ID’s
  • Multiple Contact and Account matching steps in a single pass
  • Option to avoid creating duplicate NEW Accounts by matching Lead fields prior to conversion
  • Customizable creation of Opportunities during conversion
  • Robust results grid featuring grouping capabilities, conversion statistics, match report by step, and inline editing
  • Flexible scheduling options including JUST exporting the results, JUST populating the AccountID on the Lead record, or fully processing the conversion
  • and more!

Scenarios saved with the previous modules can be used/updated with Lead Conversion, and any scheduled jobs using old scenarios will still work as well (they will load in the new Lead Conversion module). Additional information regarding working with previously saved scenarios can be found here.

Discovery Tools

Find / Report ID's

The Find/ReturnID’s tool replaces the previous FindLeadID, FindAccountID and FindContactID modules In DemandTools 1.7x with a single tool capable of comparing an external data source (XLS, MDB, CSV, UDL) to ANY table, including custom tables of information already loaded in Salesforce. The Find/ReturnID’s module will do the custom comparison and develop a results file showing which objects matched and their location of where they are by object ID. (no data is actually changed).

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