TrustRadius Insights
Users have reported that DemandTools is their go-to solution for advanced data transformation and ID reporting in Salesforce. It is highly …
Overview
What is DemandTools?
DemandTools for AppExchange is a data quality toolset for Salesforce.com CRM centric customers. The product comprises 11 individual modules to control, standardize, verify, deduplicate, import and manipulate Salesforce and/or Force.com data.
Recent Reviews
Awards
Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards
Pricing
N/A
Unavailable
What is DemandTools?
DemandTools for AppExchange is a data quality toolset for Salesforce.com CRM centric customers. The product comprises 11 individual modules to control, standardize, verify, deduplicate, import and manipulate Salesforce and/or Force.com data.
Entry-level set up fee?
- No setup fee
For the latest information on pricing, visithttps://www.validity.com/demandtools/pr…
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Would you like us to let the vendor know that you want pricing?
13 people also want pricing
Alternatives Pricing
What is Cloudingo?
Cloudingo - a cloud-based SaaS, connects to salesforce.com and allows system administrators to scan their entire database for similar or duplicate records. Cloudingo was launched in late 2011. It is well known for its ease-of-use and rich user experience.
What is Dataloader.io?
Dataloader.io delivers a cloud based solution to import and export information from Salesforce.
Product Demos
DemandTools Demo
YouTube
DemandTools from CRMFusion
YouTube
Product Details
- About
- Competitors
- Tech Details
- Downloadables
- FAQs
What is DemandTools?
DemandTools is a data quality platform that aims to ensure data remains a valuable asset.
DemandTools helps users manage CRM data in minutes, not months, so that they have accurate, report-ready data that can be trusted, enabling users to market, sell, and support more effectively.
By fixing common data problems, automating data quality routines, and working within specific processes and customizations, DemandTools is designed to give stakeholders reliable data and insights, encourages CRM end-user adoption, and provide cleaner data with less effort.
DemandTools has 13 modules to make it a versatile and adaptive data quality solution for CRM.
Data Quality Assessment
Understand how strong or weak data is and know where to focus remediation efforts.
Module: Assess
Duplicate Management
Detect, eliminate, and prevent duplicate records from misleading sales and marketing teams and causing friction in the customer journey.
Modules: Dedupe, Convert, DupeBlocker, PeopleImport, Match
Data Migration Management
Maintain data integrity while moving data into and out of Salesforce.
Modules: Import, Export, Delete, PeopleImport, Match
Standardization, mass modification, and business insights
Apply record changes en masse and standardize data to get trustworthy insights in every report.
Modules: Modify, Tune, Reassign
Email Verification
Verify email addresses in CRM to keep communication flowing with customers.
Module: Verify
DemandTools helps users manage CRM data in minutes, not months, so that they have accurate, report-ready data that can be trusted, enabling users to market, sell, and support more effectively.
By fixing common data problems, automating data quality routines, and working within specific processes and customizations, DemandTools is designed to give stakeholders reliable data and insights, encourages CRM end-user adoption, and provide cleaner data with less effort.
DemandTools has 13 modules to make it a versatile and adaptive data quality solution for CRM.
Data Quality Assessment
Understand how strong or weak data is and know where to focus remediation efforts.
Module: Assess
Duplicate Management
Detect, eliminate, and prevent duplicate records from misleading sales and marketing teams and causing friction in the customer journey.
Modules: Dedupe, Convert, DupeBlocker, PeopleImport, Match
Data Migration Management
Maintain data integrity while moving data into and out of Salesforce.
Modules: Import, Export, Delete, PeopleImport, Match
Standardization, mass modification, and business insights
Apply record changes en masse and standardize data to get trustworthy insights in every report.
Modules: Modify, Tune, Reassign
Email Verification
Verify email addresses in CRM to keep communication flowing with customers.
Module: Verify
DemandTools Features
- Supported: Data Quality Assessment
- Supported: Duplicate Management
- Supported: Data Migration Management
- Supported: Data Standardization and Mass Modification
- Supported: Record Ownership Management
- Supported: Mass Lead Conversion
- Supported: Email Verification
DemandTools Screenshots
DemandTools Video
For more than 20 years, DemandTools has earned a reputation of being the most trusted and dependable set of tools for Salesforce data managers.
In fact, it's ranked by G2 Crowd as the #1 data tool based on market presence and satisfaction–and 94% of our reviews are 4 or 5 sta...
Show More DemandTools Competitors
DemandTools Technical Details
| Deployment Types | On-premise |
|---|---|
| Operating Systems | Windows, Linux, Mac |
| Mobile Application | No |
DemandTools Downloadables
Frequently Asked Questions
DemandTools for AppExchange is a data quality toolset for Salesforce.com CRM centric customers.
The product comprises 11 individual modules to control, standardize, verify, deduplicate, import and manipulate Salesforce and/or Force.com data.
Cloudingo and Experian Address Validation are common alternatives for DemandTools.
Reviewers rate Support Rating highest, with a score of 9.
The most common users of DemandTools are from Mid-sized Companies (51-1,000 employees).
Comparisons
Compare with
Reviews and Ratings
(160)
Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
- Pros
- Cons
- Recommendations
Users have reported that DemandTools is their go-to solution for advanced data transformation and ID reporting in Salesforce. It is highly regarded for its ability to efficiently clean up Salesforce data, preventing the accumulation of junk data in the system. While it may require some initial research to learn how to utilize all its features correctly, DemandTools proves to be a powerful tool for cleaning up messy Salesforce databases.
DemandTools allows users to manipulate large volumes of data quickly and easily, enabling them to save scenarios for different departments and teams. This makes it an invaluable tool for various tasks such as imports, data cleanup, field updates, and targeted marketing data updates. Users rely on DemandTools for managing duplicates on accounts and contacts, converting leads, updating account and contact information, and efficiently transferring data between team members.
One significant advantage of DemandTools is its ability to enable operations teams to make large-scale changes to Salesforce in real-time, creating a more agile company environment. The tool excels at locating and merging duplicate records within Salesforce, as well as updating batches of records simultaneously. Additionally, DemandTools empowers users to format data in Salesforce for intelligent call routing and enhance data for sales and customer success teams.
Administrators find DemandTools indispensable for performing database updates, de-duping scripts, and utilizing scheduled batch functionality. It is leveraged by various departments like Technology and Admissions to effectively de-dupe contacts, accounts, and opportunities. The flexibility of DemandTools with its powerful filtering options plays a crucial role in removing duplicates, ensuring complete records, and facilitating mass movement of data. Overall, users appreciate the power of DemandTools in improving data quality within Salesforce databases.
Powerful and straightforward tool for data maintenance: Users have found DemandTools to be a powerful and straightforward tool for their data maintenance needs. Many reviewers stated that it provides solutions for all their data maintenance requirements, making it an invaluable tool that saves them hours of valuable time on a daily basis.
Customizable scenarios and queries for efficient duplicate search: The ability to fully customize scenarios and queries in DemandTools has been highly appreciated by users. This feature allows them to search for potential duplicates more efficiently, resulting in a streamlined process. Some users mentioned the helpfulness of being able to define the data they want to keep on the resulting record after merging duplicates.
Find/Report IDs feature for easy data searching: Users have praised the Find/Report IDs feature in DemandTools, which has made searching for specific data much easier and saved them significant time. They have also found this feature invaluable when cross-checking external data with internal data.
Confusing and Non-Intuitive User Interface: Some users have expressed frustration with the confusing and non-intuitive user interface of DemandTools, making it difficult to navigate through the modules and perform tasks efficiently. Multiple reviewers have mentioned a learning curve associated with using the software.
Lack of MAC Support and Sub-par Dynamics Integration: Users have expressed dissatisfaction with the lack of support for MAC operating systems and find the user interface complex and difficult to navigate. Additionally, they mention that the software's support for Dynamics is sub-par, leading to a lack of strong relationship with the support team.
Outdated User Interface and Limited Flexibility in Tune Results: Several users find DemandTools' user interface outdated and in need of a refresh. They also desire more flexibility in displaying Tune results, suggesting that improvements should be made in these areas for a better user experience.
Users commonly recommend the following for BeanFlumper:
-
Utilize the free version: Many users suggest using the free version of BeanFlumper as it provides most of the necessary features without requiring a purchase.
-
Run the software on your own system: Users advise against using the cloud version of BeanFlumper due to potential lagging issues. They recommend installing and running the software on your own system for a smoother experience.
-
Consider purchasing for larger businesses: Some users believe that BeanFlumper is more suitable and valuable for larger companies with over 500 employees. They suggest considering a purchase if your business falls into this category, as it may better meet the specific needs of larger organizations.
These recommendations aim to help users make informed decisions about utilizing the free version, avoiding potential lag issues, and determining whether BeanFlumper is suitable for their company size.
Attribute Ratings
Reviews
(76-100 of 117)Companies can't remove reviews or game the system. Here's why
June 20, 2020
UI needs updating
DT is used by a single department for data imports and exports.
- Merge picklist values for multi-select picklists.
- Availability of restore file.
- The UI is incredibly dated.
- Customer support is not very helpful.
- It is very difficult to scroll through long lists of fields to map. It would be great to be able to type in a letter and skip right to that section.
June 20, 2020
DemandTools Feedback
DemandTools is used by the Salesforce team primarily to look up contact or company IDs from an Excel file, to load new contacts from an Excel file, and to merge duplicate contacts or companies as identified by end-users.
- Data lookup
- Data loads
- Duplicate merges
- Simpler interface for selecting scenarios.
- Giving users the option to force through contacts that are flagged as potential duplicates.
We use DemandTools to manage our Salesforce database (integrated with our registration platform) via scheduled account and contact dedupe scenarios and mass impact scenarios. It is specifically used by our CRM product team to help us offer a service to our customers who use the Salesforce community portal to access their customer data (i.e., we use the product as a B2B offering to allow our customers an enhanced B2C experience in data management and marketing). The Find Report IDs module is also used extensively to assist in our data management and loading activities.
- Standard object data deduplication on a mass scale.
- Finding data within the system to help with data management.
- Mass custom object data deduplication. Enable batches to reduce API calls.
- Add ability to select more than 1 non-master record when deduping from an external CSV.
- Field rule settings: a bit hard to use and not as much functionality as I'd like.
- Export abilities: Be able to schedule an export to a predefined location.
- Cross-field matching for deduping (e.g. match email to secondary email fields).
- Use conditions on dedupe: Can't choose an empty date when it's a date field.
June 19, 2020
DemandTools: A Time-Saver Like You Wouldn't Believe
I am the primary user for DemandTools. My boss and another user are both familiar with DemandTools but I handle the majority of operations. I am also training an intern to use some of the modules. Our department is the only one that uses it. I typically use it for updating Salesforce with data from our partners, running dedupe checks, and pulling data from Salesforce to create reports and dashboards.
- Update massive amounts of information in short amounts of time.
- Match outside data with the data on Salesforce
- Create detailed reports and dashboards with the data you pull
- The scrolling on DemandTools is unbelievably sensitive. Almost useless
- Address related matching is occasionally unreliable.
DemandTools is used by multiple departments in our organization. It's used for batch data operations, data cleansing, and deduplication. When performing batch operations, results can be previewed before committing the update. When used in conjunction with JobBuilder, jobs can be automated. We have numerous automated jobs that run daily. In addition to improved accuracy, the automations save staff time and allow them to focus on higher-level work.
- A really useful collection of ETL tools for Salesforce.
- Ability to automate and schedule with Job Builder.
- Ability to navigate to and reference related objects.
- The training webinars, both live and recorded, are very helpful.
- There is a learning curve required to navigate the user interface and learn the functionality.
- I wish the vast collection of data transformation formulas available in Mass Impact was also available in Mass Effect.
- I'd like a search box added to all the places in DemandTools where a field is selected.
We use demand tools on a daily basis. We are duplicating our contact records based on set rigid or loose scenarios. Only the CRM department is using this tool. We find it to be very easy to use once you get to know how to use it. The UI can look a bit old school but it works well. It addresses the problem of duplication of records in our system.
- It can run automatically over night.
- It is much more feature packed then standard salesforce de-duping.
- We enjoy the ability to grab large amounts of records with this tool.
- The UI could be different, as it is older looking.
- More tutorial videos for newer users.
June 19, 2020
DemandTools is our go-to program
DemandTools is used to manage duplication's on accounts & contacts, convert leads, update account & contact information. It's used to transfer data between team members if projects are handed over and to mass update iaccounts & Contacts info using Powergrid. I also use it to mass delete data. We have several SF orgs and I manage all the data in the events SF org.
- Provides the ability to mass dedupe data.
- Makes lead conversions easy & quick.
- Allows for mass update or deletion of data.
- It doesn't always do all the updates in one go - quite often have to run the merge a few times.
- I don't have the ability to schedule jobs, that would be useful for lead conversions especially, this may just be my settings.
- Would be good to have a search function when you have huge data lists.
- The ability to increase text size would be good - especially whilst working directly from a laptop.
June 18, 2020
Incredibly powerful tool, a few minor issues
We are using DemandTools for the following use cases:
- De-duping and importing people lists from webinars and trade shows into Salesfore.
- Mass de-duplication of leads, contacts, and accounts in Salesforce.
- De-duping purchased list against existing accounts in Salesforce.
- Real-time duplicate blocking and merging in Salesforce.
- People import saves us an immense amount of time comparing and importing lists.
- Dupe Blocker is intuitive to configure and has robust functionality.
- Single table de-dupe has allowed us to reduce our duplicate records in Salesforce by a good amount.
- There are certain pieces of functionality that simply don't work. Validity blamed it on our Salesforce org instead of figuring out how to fix the problem.
- Took over 6 months to work through the above issue and support was extremely unresponsive.
I am using DemandTools to support our Salesforce implementation in Financial Services. It is being used as a data-analysis/manipulation tool to support our lead generation and sales activities. As well as generating leads in Salesforce, we also receive data from several other sources, and we use DemandTools to manipulate that data accordingly. This resolved duplication issues, as well as aligning data between systems.
- Deduplication: complex scenarios can be created across multiple dimensions to remove duplicate records and maintain a clean database. Powerful engine.
- Find/Report Ids: very useful for bringing in external data and comparing it to records already present in Salesforce. Records can then be updated or inserted accordingly.
- MassEffect: let's call this "Data Loader on steroids"— a very powerful tool for inserts/deletes/updates/upserts/exports.
- Some might say the interface is dated, but for me, having everything on one page is much better than constantly having to go backward and forward. They are working on a new interface, which is in beta.
- The auto-login experience could be slightly improved, especially if you want to switch between orgs you have to log in to the previous org, deselect the auto-login option, logout, and restart the application. A 'switcher' would be nice.
As a Salesforce.com Partner for 10+ years and having done 80+ implementations, the dirty little secret no one talks about (be to relative to day-to-day operations, implementations, app adoption, re-implementation, any mass email or marketing platform adoptions) is data. Data is ugly. Data is hard. Data has no clean or easy answers. Data is constantly evolving. Data takes strategy, configuration controls, and commitment. No other tool (none!) allows the company using Salesforce.com to assess and address their data issues, which we all have, better. DemandTools features (Mass Impact, Mass Effect, Find ID, etc.) are unparalleled. DataLoader and native data tools do NOT do what really needs to be done to clean what you have and bring in new data from your webinar or mass email or trade shows, etc. in a clean and strategic manner. Salesforce will tell you to import it all as leads. Ha! Like users are going to do all the work to clean those records one at a time to convert properly. There are at least 10 issues with Lead Conversion that virtually guarantee you duplicate and lost data. Not bad data, LOST data. PeopleImport--while hard to initially set up--is critical to anyone in Marketing. While DemandTools is ridiculously expensive now you have to ask yourself if you will willingly and knowingly throw out your Salesforce licensing costs and marketing dollars because you did not budget for DemandTools (and a qualified person to use it). Find ID alone is worth it. Single table dedupe alone is worth it. I could assess anyone's data (and config for that matter) and blow 20 holes into why it's wrong and how DemandTools could fix it AND help maintain healthy data with JobBuilder, etc.
- Ability to handle insanely complex scenarios.
- Features no other tool has.
- Repeatable, programmable scenarios.
- Insanely expensive.
- Very difficult to learn and use.
June 17, 2020
A Must for Salesforce Admins
DemandTools is used by our Salesforce Admins to maintain data quality and run regular data maintenance. It's an incredibly easy and powerful tool to help all admins with any data maintenance. We use it almost daily anytime we need to do mass data updating or to clean up our database with mass-deduping. When initially implementing Salesforce at our company, DemandTools allowed us to mass convert leads and the Find/Report ID's feature is a great feature that I haven't seen other data loaders have.
- All the modules within DemandTools are so powerful and straightforward to use it's become an all-in-one powerhouse tool that has a solution for all my data maintenance needs.
- Find/Report IDs is a unique feature that I haven't seen other data loaders use and makes searching for data much easier instead of wasting time writing out tons of v-lookups in Excel.
- Mass Lead Conversion is an amazing tool for Salesforce implementations.
- The flexibility of being able to use MassEffect, MassImpact, or PowerGrid depending on what data you're updating is great because you can pick the tool that will be the fastest for your current need.
- The way the data is returned with the Find/Report IDs feature is a little messy. It adds a lot of extra columns to your sheet and the matches aren't very obvious at first glance.
- When using tools like MassImpact or PowerGrid and you need to add in conditions to pull data, the interface is a little clunky. It's good if you have a regular dataset that you update because you can save the scenario, but for a one-off I tend to pull a report from Salesforce and edit in Excel because it's faster.
- Would love to see the ability to use Cross Filters within modules like MassImpact and PowerGrid so that the data pulled can be a bit more dynamic rather than one object.
June 17, 2020
Game-changer for Data Quality
It's used primarily for sales/marketing data but data quality affects the entire organization. DemandTools (Validity) has helped address data quality and data quality control measures at my company specifically clean up hundreds of thousands of duplicate records as well as allowing us to have a system to redirect and auto-merge incoming records. It also allows me to run jobs to reassign account/contact records when sales territories change.
- Mass updating records
- Deduplication of records/automation for de-duping
- Database matching (Find ID/Reports)
- User Interface
- MAC OS Compatability
- Native Salesforce Integration
We regularly use DemandTools to make bulk data changes in Salesforce. Sometimes we need to find a number of records that meet criteria and make changes to them. For example, after an academic term commences we will find all of our admissions applications from that term that have not matriculated and we will mark them as closed (Mass Impact). Other times we will receive a list (CSV) from a department on campus who needs a value set and we will upload that list and enter the new values (Mass Effect). Other times we need to see how many people meet a certain condition so we will download those records (Power Grid). Or we may need to add Salesforce data to what we have in our SIS system so we use Power Grid to download those records along with their external ID and in Excel we join that up with SIS data.
- Bulk data changes
- Quickly query Salesforce for records
- Fixing errors made by finding erroneous records
- Finds fields related to records, not just fields on the key records themselves
- The user interface looks very dated.
- We really did not enjoy working with their sales reps when we signed our contract.
March 06, 2020
DemandTools is better than its GUI
DemandTools is primarily used by the Salesforce Admin to manage duplicates, standardize fields, make mass data changes, and automate data hygiene processes.
- Single table dedupe
- Power grid for address standardization
- Mass Impact
- Job builder
- User community
- Documentation
- GUI
DemandTools is used by most of the people in my department. We use it for bulk maintenance of our Salesforce org. My primary use for it is found/report IDs to generate matches for our Sales and Marketing teams, as well as MassEffect for re-assigning and modifying bulk records from our SalesOps divisions. Finally, we utilize MassImpact for our routine maintenance of records (assigning contacts to their account owner and things like that).
- Modifying records in bulk far more efficient than DataLoader.
- Providing a robust matching solution.
- The UI for this software is archaic and provides many with a high barrier to entry.
- Some of the filtering options that are present here are a little buggy.
February 11, 2020
Quick and easy lead processing
We use DemandTools in our marketing departments to import, assign, and mass-manage leads, prospects, and clients in Salesforce.com. It's the easiest way that we have found to bulk update Salesforce in a controllable manner. Without it, we were unable to quickly assign new leads, follow up activities, or notifications for our sales team.
- Upload new leads into Salesforce.com.
- Assign new and existing leads to individuals or queues in Salesforce.
- The look and feel can be challenging for new team members to figure out.
- Multiple pages make usability tough sometimes.
Our Business Systems and Sales Operations teams use DemandTools every day for various work. It solves mass data update requests that are much more cumbersome to do in DataLoader. This tool has much more functionality and essentially makes SF DataLoader useless.
- Mass data updates.
- Mass record inserts.
- Mass record re-assignments.
- Mass record deletes.
- The performance of the interface could be better. The app frequently freezes for large data manipulations (100K+ records)
- Performance in all tools could be sped up.
February 10, 2019
Great for data jockeys, but new management makes a risky buy
We use DemandTools for data stewardship tasks around master data management using the single table dedupe module. Essentially we use it as a replacement for Data Loader for its mass effect module. Most useful module is MassImpact which is like a targeted logic-based direct update. Really makes data stewardship and the mass update of anything in Salesforce incredibly easy to do. Used to make teams that manage data on Salesforce more accurate and efficient and reduce the errors happening in Excel.
- Integrates well with Office--can update Excel files directly, save, and then re-update without even having to close. Makes it so you don't have to constantly worry about formatting getting messed up due to converting back and for to Excel.
- Pulls down data very quickly. Seems to always restrict to only what's needed and then allow further filtering once pulled down.
- Allows you to work entirely without having to use files in the case of Powergrid and Massimpact. By keeping all the logic and updates within the tool, you don't end up possibly grabbing the wrong file from your hard drive or running into formatting issues with CSV files.
- The UI can be clunky at times--the options for changing window size, for instance, are notoriously finicky
- As your Salesforce org grows, each operation takes longer and longer--loading an object and its fields, for instance, can lead to lots of "Not Responding" issues.
- Conditional logic with OR statements is incredibly hard to build. Requires you to add things multiple times sometimes which is really frustrating. No easy concept of (1 and 2 AND (3 OR 4)). Have to do (1 And 2 and 3) OR (1 and 2 and 4), which can take FOREVER to do through the interface.
- No ability to just plug in custom SOQL.
December 03, 2018
DemandTools for SFDC data maintenance
It is being used only by the global marketing department within a specific business unit. We use it to manage data in Salesforce and Marketo, performing a number of different functions such as data hygiene, data normalization, updates, deletes, etc. It addresses ongoing challenges with data hygiene and maintenance.
- Data updates via Mass Effect
- Single table deduplication
- Multi-table deduplication via Lead Conversion
- Exports with Find/Report IDs
- UX/UI - I like the all-in-one screen with steps labeled approach, but it can get clunky at times.
- Navigating to the right tool - there's not a lot of info on the nav bar about what each tool does. For the ones that aren't obvious, it would help to have a little info so that you don't have to go into Mass Effect and Mass Impact just to determine which one you need.
- Information in the tool about the advanced options - I rarely know how to use that stuff or what will happen. For example, Mass Impact updates with a formula, etc.
August 10, 2018
Great Product...Getting *more* Expensive
Score 10 out of 10
Vetted Review
Verified User
We have a managed package with a lot of custom objects, in addition to a lot of internal business rules. DemandTools allows us to save scenarios to be run whenever we need to manipulate large amounts data for different departments and teams quickly and easily.
- Mass-update large amounts of data without needing excel.
- Save mapping scenarios, including adding constants for regular mass-imports
- Easily identify and correct data exceptions with saved scenarios
- Minimize human error with updating to exact values in Salesforce - eliminates the need to type data into Excel
- Regular live webinars and training is easy to access and provided frequently for "refreshers" on how each module functions
- User Interface is a bit outdated
- Operators for relative date values do not line up with Salesforce 100% of the time
July 04, 2018
DemandTools; a must have for every Salesforce Pro
DemandTools is used by the Salesforce team. While Salesforce has some fairly powerful 1st party tools, the advanced data transformation and ID reporting that we are able to pull using DemandTools makes it our primary tool of choice.
- The 'Find/ Report' ID module is incredibly useful and proven a valuable function to have when receiving lists of data updates, but no ID provided.
- Single Table deduplication is a relatively quick and easy tool to help manage duplicate data sets within your database.
- Mass upsert or insert of data. I use DemandTools daily to do mass data upserts and clean up any inconsistent data. Since I can build out and save scenarios for specific tasks, this is quick and painless
- The one area the tool could improve upon is UI. It can be difficult to navigate and find what you're looking for. They have made a recent improvement though and have added a search box for objects. This is a blessing for anyone with a largely customized SF org.
June 27, 2018
DemandTools is a necessity
Our company uses DemandTools daily for a variety of projects; it promotes efficient processes for our Finance, Operations, Sales and Customer Service departments. As the Salesforce Administrator for my company, I'm constantly using DemandTools for territory updates, data cleanup and a myriad assortment of things that come up during day-to-day business.
- Reassigning territory ownership is a breeze with DemandTools; I can update the Account owner and it will follow through with Contacts, open Opportunities, and tasks, as well as custom object records. This is much more efficient than changing the records for each object at a time!
- I love the PowerGrid utility - this allows me to focus on specific subsets of data records that may need updating. The ability to save a Scenario for future use has made my job easier.
- Report Edit utility is amazing, I look forward to seeing how they can improve it the future, but being able to mass move and delete reports is brilliant!
- The ability to see what fields are on a report, or being touch as a filter would be AMAZING.
- It can sometimes be frustrating to remember where the log files are saved to review errors that may have happened. It would be nice to have a "Review Log Files" under the Demand Tools Today section.
June 26, 2018
DeamndTools is the F350 of data integrity tools
Demand Tools is used within my field operations and business systems teams. We use it to de-dupe, upload, and manage our Salesforce database. The problem it addresses is quickly modifying large sets of data, handling territory assignment, and de-duplicating our database. We use Demand Tools at least 3 to 4 times a week.
- De-duplicating your database. While de-duping correctly requires manual effort, scenarios can be applied and modified to make de-duping easier.
- Territory assignment / account changes. Shifting thousands of accounts in minutes and if you're an efficiency whiz, save the scenarios to be able to scrub/assign/refresh periodically. Keeps alerts and ownership clearly defined at all times.
- Mass uploads. We outsource data to be refreshed on CSV files continually. Whether it's account information or contact information, Demand Tools makes importing the easy part of the process.
- Contact Imports. Could be easier to not have to use People Import.
- Scenarios in the cloud. Saving scenarios on a local machine isn't ideal.
- Report and Dashboard cleansing. Think this is a Salesforce issue, but cleaning out reports and dashboards would be amazing.
June 19, 2018
Demand the right tool for the job!
We have routine tasks that were built around using Data Loader. I've tried to automate data feeds as much as possible but some remain. I use DemandTools to help support finance, customer, service, marketing, and sales. DemandTools helps fill the gap between manual and automated processes. We use a website to collect data tied back to a campaign and are able to use this tool to very quickly update a set of campaigns in real time. The single table dedupe is now part of routine maintenance run by our customer service department.
- The simplest things can mean so much. Being able to upload data from an Excel file is very helpful.
- The ability to use transformations and constants makes uploading records so much easier. Less clean-up and manipulation of files before upload means less likelihood of user error.
- The ability to update data based on a set of business rules is invaluable. Updating dates using a formula (date + 30 days) is so much easier than exporting data to Excel, performing a date function, saving as CSV, and then uploading. And providing the functionality to save scenarios on top of it makes a very big difference.
- The single table de-dupe is a great feature. I can customize the logic and use fuzzy matching to find dupes and clean them up.
- I think everyone that uses DemandTools knows the UI is dated. I have trouble seeing checkboxes and buttons sometimes - I'm assuming due to the resolution of my computer. Also the navigation is counterintuitive (though not particularly difficult).
- While I love the single table de-dupe, it is difficult to understand the work process to follow. There is a lot going on in this screen and there is a lot of saving that happens but it isn't clear if I am saving a custom ruleset or replacing the default. This piece could just be more intuitive.
- I would LOVE the ability to write formulas or expressions in the "transform" feature!
September 23, 2016
DemandTools for everyone
DemandTools is being used by our salesforce department specifically. The business problems addressed are the needs to do quick mass updates to our salesforce database, and to maintain data quality.
- Data management
- Improving data quality
- Deletion of records
- Flexibility of rules when filtering/searching records in various tools (i.e. searching by formulas).
- Being able to run a SECOND record filter after the records are put into buckets (for single table de-dupe). For some of the looser matching scenarios, this would allow me to be able to exclude GROUPS based on whether or not they had at least 1 record with a recent date. As of now, filtering out records with recent dates will just miss the duplicates.