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DemandTools

DemandTools

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.

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Recent Reviews

TrustRadius Insights

Users have reported that DemandTools is their go-to solution for advanced data transformation and ID reporting in Salesforce. It is highly …
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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

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Pricing

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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.

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  • No setup fee
For the latest information on pricing, visithttps://www.validity.com/demandtools/pr…

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  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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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.

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Product Demos

DemandTools Demo

YouTube

DemandTools from CRMFusion

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Product Details

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 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

Screenshot of DemandTools Home ScreenScreenshot of Modify FormulaScreenshot of Data Quality Automation

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...
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DemandTools Technical Details

Deployment TypesOn-premise
Operating SystemsWindows, Linux, Mac
Mobile ApplicationNo

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).
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Comparisons

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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!

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:

  1. 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.

  2. 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.

  3. 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

(1-25 of 41)
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Score 9 out of 10
Vetted Review
Verified User
Incentivized
Our organization had a wide range of issues in regards to data management. With the integration of so many third party applications, it is easy to create duplicate records if there are no proper way of tracking, monitoring, and sanitizing that data coming in. DemandTools has made it easy for us, with DupleBlocker, to create rules to identify duplicates based on email, first name, and last name. The actions we have taken at the moment is to simply report it so we can manually take action to merge or leave alone. This is one of many features we love.
  • Find/Report ID tool to cross check external data with internal data.
  • Make changes with MassImpact without importing or exporting data.
  • Insert, Update, Upsert, Delete to MassEffect uploaded data.
  • The user interface can be cleaned up a bit.
  • It tends to slow my system down a bit when using the tool.
  • Exporting options can be limited, then maybe in settings add as needed different options.
One experience I had with DemandTools is specifically with Find/Report IDs in which I was able to search my database for any existing donors. I was able to identify which existed by matching the email AND last name to pull the record IDs. These were then used to mark those accounts as existing vs new donors. I do not have any less appropriate scenarios but when exporting the Excel file from DemandTools, there was an option to export for every line item match, which can be confusing without prior reading of knowledgebase article or a YouTube video.
June 01, 2021

A useful tool

Score 8 out of 10
Vetted Review
Verified User
Incentivized
It is generally used by the admissions department and used to fix errors and remove duplicates.
  • Deduplication
  • Data fixes
  • Mass effect documents to make large data changes
  • Some user interface improvements
  • Better ability to do table backups
  • Seems to lock up if too large of data sets are used
Well suited for times in which changes need to be made to several users at once. Not well suited for single or few users. It takes too much time to create a CSV in order to change a single user.
Brian Treml | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use DemandTools across our entire organization. We have used it to migrate and merge Salesforce orgs into one org, cleaning data, merging accounts and contacts that are duplicated. We also use it for quick analysis of objects and fields to determine usage and review data hygiene efforts. For those with an engineering or data science background, this tool is a perfect mix of extraction, analysis and ability to write back to records.
  • Ability to save scenarios that I can then train others to use to help maintain our data.
  • Error and change logs that let you review errors and issues.
  • Ability to connect across lookup fields to better analyze and tie together data.
  • Scrolling in the field menus could be improved to utilize the mouse wheel.
  • Some built in help for using formulas in Mass Impact.
  • No ability to work across objects in mass Impact, changes can only be written to fields of the chosen object.
Data deduplication is a great place to use DemandTools. It has logic to select the master record/field and gives a great user interface to manage the deduplication. There is no plotting or visualization of the data, it is a tool for looking at data in tabular formats with grouping.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Our two main use cases are deduplication and find/report IDs. Until we have more a robust, automated deduplication processes with our external systems, we use the Dedupe tool to merge Salesforce accounts and contacts daily. As a company, we also acquire smaller financial firms with their own book of customers. Before we import a new list of contacts, we use the find/report IDs function to make sure none of the new contacts already exist in Salesforce.
  • Deduplication - easily run multiple match criteria in one pass.
  • Find/Report IDs - easily find existing records in Salesforce.
  • DupeBlocker - great compliment to Salesforce's (limited) duplication rules.
  • Interface/UI update needed.
  • More export functionality/options.
  • Reduce DupeBlocker key building times.
DemandTools is well suited for deduplication and find/report IDs. Until we have more a robust, automated deduplication processes with our external systems, we use the dedupe tool to merge Salesforce accounts and contacts daily. The more duplicates we have, the more potential bad data we have. As a company, we also acquire smaller financial firms with their own book of customers. Before we import a new list of contacts, we use the find/report IDs function to make sure none of the new contacts already exist in Salesforce. This is (1) easier than searching the database for each individual user, and (2) loading in a bunch of potential duplicates.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
The admins at our company currently use DemandTools to make updates to database and run de-duping scripts amongst other things. Also, the scheduled batch functionality that it provides helps us run batches at pre-determined time intervals and helps with data quality rectification.
  • De-duping scripts that allow you to filter data based on various criteria.
  • Make updates to data.
  • Scheduled batches for data updates.
  • Invoicing and renewals have been very painful. With the constant sales team iteration it becomes very difficult to get in touch with someone.
  • Help documentation is not very easily accessible.
  • Sometimes the filters that can be used for filtering data (especially date/time filters) are not very user friendly and flexible.
It is a very good ETL tool and provides a lot of configuration possibilities without the need to learn coding. Scheduled batches allow you to perform jobs that would usually require coding experience. The system does feel a bit archaic though and the steps to perform some of the batch updates do not offer the best user interface experience
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use DemandTools heavily in our department. It is a vital tool for removing duplicates, checking for incomplete records and just mass moving data. I use PowerGrid weekly, the flexibility to be able to drill down and pull in exactly the fields and filtered data I need is very powerful. In PowerGrid, I can easily visually scan the pared down data and change only those exact fields on individual records that I want, in a mass batch. I also recently started building out jobs in "Job Builder". I build out scenarios in Mass effect (For example: Opportunities missing an Amount) then I can "batch" those individual jobs into "scenarios" that I run on a daily basis to scrub and clean my data. It's a game changer for data integrity.

I had used "Data Loader" for many years to complete mass updates. It is a good tool, but Demand Tools does SO MUCH MORE. There was a small learning curve, but the library of short videos got me up and running within an hour. The online and scheduled classes are short, to the point, and very helpful in walking through each part of the application. I liked the short videos, because I tend to search for specific information when I need it. I don't want to watch an hour long video and try to retain all of that knowledge. I like the targeted modules - that allowed me to locate the specific piece of the application I was working with, and gave me the particulars for that.



  • Job Builder batches that allow you to run batches of updates for data integrity.
  • De-duplicating data for loading and to ensure we do not load redundant records.
  • Using PowerGrid like excel to drill and filter to particular record sets.
  • Support - The team is very helpful and will provide you with as many resources as you need to succeed.
  • The interface is a little basic.
  • More in tool help would be great (This has been steadily improving).
  • Quarterly or Annual updates on improvements and "What's New".
  1. We use this tool for cleaning and loading lists of Prospect data provided by vendors.
  2. I use this tool for "house-cleaning" and data integrity for key objects like Accounts and Opportunities, ensuring any missing data is reported so we can update those individual records (Like Territory, Region, Industry).
  3. I use PowerGrid for edits and mass moves of data (Change of Territory, change of record ownership).
  4. We use the tool to "Backfill" data when we make a change to a picklist or organizational data, like add or remove an industry.
  5. I use the job builder for batches of data cleaning that I used to run on a weekly basis. I have batched them in Job Builder and now they run daily.
Raheel Alam | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
I use DemandTools nearly every day as the Salesforce Administrator. I use Mass Effect and Mass Impact the most to help insert new records in bulk to mass edit records. We have done extensive rebuilding of our org over the past year and without the ability to update tens of thousands of records in bulk, it would have been nearly impossible.
  • More functional than DataLoader.
  • Easily make changes to thousands of records at a time.
  • Identify dupe accounts quickly and mass merge.
  • The UX is atrocious- like windows 95 bad. It needs help.
  • Needs a Mac version. I need to use a PC emulator to run the software.
  • Cloud based would be even better but I do understand the value of desktop based.
It's an incredibly powerful suite of tools that every Salesforce administrator needs to perform their job. If you need to clean 100s of thousands of records like we did, dedupe and mass merge, mass reassign after staff turnover or just backfill data to every record, DemandTools is more than well suited to meet your needs.
November 24, 2020

Scenarios are great

Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use [DemandTools] to match contacts from external lists to our current database and organization in Salesforce. It helps highlight existing contacts or acknowledging ones that need to be created and managed differently. it is helpful in that regard. I think other departments use it differently for deduping records, creating leads, other means, etc. but I use it mostly for matching external lists from spreadsheets sent from other departments looking to have reports made and then using those reports to send major email communications to. It is pretty easy to use, especially once you load in scenarios that you can reference later. It helps manage data, that's probably it's greatest business solution being offered.
  • Ease of use
  • Saving Scenarios
  • Quick Access
  • Simple
  • Old interface
  • Clunky design
It works really well and quickly once you have everything set up and ready to go. It helps a lot when we're matching alumni/donor information with our current database to make sure that everything lines up correctly. It doesn't really help (our office at least) with identifying existing members any better.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
DemandTools is probably the most important time saving tool used by our Marketing Department to interact with our database (Salesforce). Not only does it save us a lot of time, but we are really empowered and incentivised to care about the quality of our data and given the tools to really optimise and drive maximum impact.
  • Our event management teams have really powerful tools to ensure delegates are cared for by ensuring the right people are always updated with the right information.
  • Our sales teams trust us to always delivery leads to them on time with the right information in the right places.
  • Our IT teams trust marketing to update and look after their data without the need for input and oversight, really speeding up the time and effort taken to perform updates.
  • The depth of tools is often missed as it is not clear what each section of the tool does. If the naming of the functions was improved users might realise and use a lot more of them.
  • The user interface can feel a bit tired at times and makes the tool more "scary" than it should be. A cleaner interface would make users more confident.
DemandTools is really good at providing users with a non-technical and immediate interface with Salesforce. The ability to check what you are doing and get real time results really improves user engagement.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
My organization integrates DemandTools with our CRM, Salesforce, to help promote data hygiene and to keep our records up to date. PeopleImport allows me to easily upload new contacts into my org's database and map data to all of our standard and custom fields. MassImpact scenarios work to update field values based on custom scenarios I've created, and Lead Conversion and De-Duplication scenarios ensure a high degree of data integrity to provide my end users with a streamlined experience, and less hassle for me as a CRM adminstrator.
  • Easily and quickly handles large data imports via spreadsheet.
  • Able to replicate frequently used scenarios to conduct regular data hygiene.
  • Updates are pushed to CRM quickly and effectively - never had a misstep!
  • User interface feels outdated.
  • Selections when processing certain actions not very intuitive.
  • Occasionally lead, contact, and account matching steps do not work correctly.
DemandTools is great for large imports or updates to data in our CRM. I would not recommend it to somebody without training them first on what they'd like to accomplish, as I don't feel like I have really grasped the extent of it's capabilities even after 3 years of using the platform. One can become confused about making the right selections every so often in the processing steps, and it's easier to fall back into using saved scenarios that others have created.

With that said, if your data import or update need is relatively straightforward, there's no more efficient way to accomplish your task than with DemandTools.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We leverage DemandTools to perform bulk data operations like de-duplication, mass update, and mass reassignment. Our sales operations team makes extensive use of the tool because it has much more customization and functionality compared to other tools. We use it to dedupe our lead and contact databases to make sure our marketing automation syncs accurately and correctly notifies the correct party. We also use it to deduplicate our accounts and sometimes leverage it to merge records that don't have native merging available in SFDC. Also, since it has the ability to pull in fields from related objects, we can easily manipulate our data to stay organized.
  • DemandTools is highly customizable around different scenarios based on different business needs.
  • DemandTools' record merging and mass conversion tools closely align with our data strategy.
  • The ability to save and load custom scenarios makes configuration super easy.
  • Being a PC-only local client makes it unavailable to our users on different OSs.
  • The interface needs an update.
  • Build functionality to allow for different job sizes when not in batch mode.
If you have large volumes of complex data, DemandTools is definitely a must-have. If you can accomplish what you need to just using tools like DataLoader, you can stay with that. The moment you have a need to deduplicate your data, this is where DemandTools really shines because the dedupe utilities are very easy to use and configure.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use DemandTools mainly for the deduplication tools available. Our team that manages SF uses it but also we have trained other users in certain departments to use the suite for deduplication and file loading.
  • Standard deduplication
  • Data cleanup
  • Advanced deduplication with subsets of data, filtering, and reparenting.
  • Easy file imports for users.
  • Interface is clunky
  • Interface is outdated
  • Centralizing rules across the campus is not as easy to maintain. Users have to be aware.
  • There are no good tools to schedule jobs and run automatically.
DemandTools has been able to meet almost all of our needs for deduplication and I think that's where it shines the most. Where the tool failed was typically where we had data that was unusable.
Brian Degon | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
As an organization, we use almost every feature of DemandTools on a daily basis. My personal use involves frequent data manipulation using MassImpact, MassEffect, and FIndIDs. I also use it to seed test data between Salesforce environments and do ad-hoc object backups using the BulkBackup. It is honestly difficult to cover all the use cases in only 200 words, but recently we had to change a number of tasks "Assigned to" values, as well as "Assigned to" values on a related custom object. MassImpact makes this easy and efficient by letting me preview the changes before loading and giving me the option to only edit changed records; this is especially helpful in a very active and highly automated SF org because many bulk loads/edits involve record locks and timeouts. And validation rules sometimes get in the way of data cleansing, so being able to quickly re-run failed records while the rule is temporarily deactivated (or making mass changes to address the validation) is awesome. DemandTools defaults to offering all fields on related lookup when working with a single object. It is also the simplest way I have found to restore large batches of deleted records without having to reload them, which is critical when there are deleted related records or data that can only be retrieved from the original record.
  • Restores large batches of deleted records.
  • Allows mass changes to entire objects or subsets of records based on declarative queries (no SOQL required).
  • When mass changing User SFIDs, allows me to select the user's name without having to look up their ID.
  • Provides a very powerful and convenient way to match record and lookup fields to SFIDs to prepare data for import.
  • Powerful duplicate management tools.
  • I would love to be able to batch/bulk export "IsDeleted" records. (Right now I believe I need to use APEX Data Loader to do that.)
  • The user interface looks a little dated, which is a bit of a trivial complaint, but it betrays the technical quality of the tool.
  • I would love to have the ability to put a query/filter on the BulkBackup (might be in MassBackup, but I use the 64-bit version, which doesn't allow MassBackup). I think something like what is in the MassImpact conditions would make this a much simpler tool for quick exports as opposed to using SF reports.
With a few small exceptions, DemandTools does everything that Apex Data Loader and Workbench do for uploading and updating records and does it with an easier-to-learn, feature-rich, guided interface. (And no annoying package installs like the Apex loader.) It doesn't handle querying of deleted records (at least that I am aware of), though it's the only tool I use for batch restoring of RecordIDs if you have them archived or if you query them from Apex Data Loader. I don't use the duplicate management features personally, but our organization uses them extensively on a daily basis.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use DemandTools to export and import data into our Salesforce instance. The pharma space is changing all the time, which requires consistent updates to Salesforce. DemandTools makes this process simple and straightforward for me. We use DemandTools across our entire commercial organization and it is the backbone of our data strategy.
  • Easy importing of data into Salesforce.
  • Easy exporting of data from Salesforce.
  • Easy deleting of data from Salesforce.
  • User interface isn't user friendly.
  • Difference between modules offered takes some investigation.
We use Demand Tools to import, export, and update data for our Salesforce instance. I use this in place of the Salesforce Dataloader, as it is much easier to use, quicker, and has more functionality. It is an extra cost, but it's worth it from a time savings perspective. If you find your company manipulating data quite a bit in Salesforce, then the tool is a great investment. If not, it may not be worth the added cost.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
My team mostly uses DemandTools to mass update records in our database. Using this tool allows us to update hundreds of records in seconds rather than minutes or hours when we were manually updating records one at a time.

It has decreased manual entry time in our Member Services area allowing agents and management to spend more time on core functions and less time on data entry. The speed of DemandTools has also improved our data integrity as records are updated faster and manual entry errors are avoided.
  • Mass updates hundreds or thousands of records in a few seconds. With a few clicks, my records are accurate and up to date.
  • Identify and merge duplicates. We have also used DemandTools to find duplicate records in our database that would have been much harder to merge manually.
  • The user interface is very basic and, for me at least, is not intuitive at all. I was told early on that the benefit of the tool is all in its power and not in its UX and that's very true. The tool seems to be made more for BI and data folks than for users like myself (in marketing) and that makes it really hard to navigate and troubleshoot issues.
  • I know there are a lot of DemandTools tutorials but I have not found them as helpful as I'd have liked as I don't feel they are basic enough. I am not on the data side of things but would love to use DemandTools to do more with duplicates and data updating. However, I have not been able to find resources to help me do that without the assistance of someone on our data team.
  • I would love to see a step-by-step tutorial or how-tos for things like duplicate identification or record merging. An interface where I could input what I am trying to do and then resources of how-to videos are shown. This may exist but if it does I am not sure where it is!
For our team, DemandTools is well suited for mass updating records with the same information. We use it to update our member file with mailings, outreach, and thank-you gift fulfillment. Another scenario is for identifying and merging duplicate contacts en mass. We have used it to clean up member accounts by easily identifying duplicates and allowing us to select the records we want to merge. DemandTools then merges those records in seconds.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
We have two users (myself in Sales Ops and my counterpart in Marketing Ops). We have several MassImpact scenarios for parent-child account ownership assignment (child account owner = parent account owner unless meets exception criteria), stage date backdating (if the date field is blank but the following date field is not, apply following date to date field), and lead/contact title normalization (ex. Dir Rev Cycle, Director Revenue Cycle, and Director RCM all set to Director Rev Cycle). We have a lead to account mapping scenario (does not merge leads to accounts, identifies matches, and updates a field on the lead record so we can map unconverted leads to target accounts). Lastly, I use MassEffect for a weekly update of a custom object (aggregates field values from child records and updates parent record) as well as other ad hoc mass updates.
  • Simple to set up scenarios for our business cases.
  • Ability to automate via JobScheduler.
  • Cost effective compared to other platforms.
  • Cannot run on Mac (we have to do all work through a VM which often involves transferring files back and forth and causes issues with scheduled jobs).
  • My Marketing counterpart has expressed concerns over functionality (has had issues with scheduled jobs, the title normalization, and is looking at similar platforms that also allow for lead routing).
  • UI while functional is inferior to many other platforms I've reviewed. I've used DemandTools for many years at my past company, so I've not had issues but it's been difficult for my counterpart to adapt to the interface.
The tool is absolutely sufficient for accomplishing data manipulation tasks. I can't think of an example of a task I wanted to but could not execute within Demand =Tools. However, due to some of the issues with UI and the need for a VM to use the tool, I am incredibly hesitant to roll this out to other users. As a result, until there is a large need for someone to operate with their own license, all work is funneled through me. This is less than preferable, but I ran into so many issues with our Marketing Ops person when getting him set up with the tool that I'm wary to do it again.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
DemandTools is used by our organization to generate spreadsheet reports and update/delete records in our Salesforce instance. It is primarily used by the CRM Administrators in the IT department who handle user cases on a day to day basis, and DemandTools is a robust tool that makes responding to these tasks easier and quicker than it would be through other tools.
  • Point and click interface.
  • Login process is easy and secure and supports Okta SSO.
  • Separation of tools means specific tasks are simple to complete.
  • Interface looks a bit out of date.
  • Separation of tools means you have to learn which tool does what.
Although Salesforce has a mass delete option, the types of records you can delete are limited and the interface is a bit too simple. DemandTools gives you a lot more power over this process. You can even save your filter as a scenario so you don't have to recreate the query every time. It's basically an Admin tool that should be included with Salesforce.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
It is used within the IT group mainly for updating Salesforce record (PowerGrid) and deduplicating.

We have mainly been running Salesforce with a single admin which leaves limited time to import data, dedupe, reassign ownership, etc. We have found that DemandTools has allowed us to perform these tasks in significantly less time than the manual tools Salesforce provides.
  • Quickly update Salesforce data (similar to editing in Excel).
  • Deduplicate records based on criteria that you can keep changing.
  • Reassign ownership when an employee leaves or changes roles.
  • User interface is rather dated.
  • PowerGrid could support more user friendly features like copying the entire table.
Implementing or managing Salesforce, in particular in smaller teams. I think it would work well for an implementation partner, large teams, or small but I can only speak from experience with smaller teams. It was recommended by an implementation partner that said they use it for all of their implementations when loading in data.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use DemandTools to manage our data to coordinate timely and accurate communication with prospective students. It is easy to use and even easier to learn new tips and tricks online if needed!
  • It is great for automation.
  • It is great for standardizing data.
  • It is easy to use.
  • It is easy to learn how to do more if inclined to.
  • The UI looks a bit dated.
  • Some automation requires a bit of elbow grease to finagle.
  • The logs are sometimes not helpful.
DemandTools is great for standardizing data - MassImpact allows for very customizable queries to fix non-intuitive data issues.
July 02, 2020

A Game Changer!

Score 9 out of 10
Vetted Review
Verified User
Incentivized
DemandTools is a critical tool for our organization and we would be lost without it. Our membership department uses DemandTools on a weekly basis to verify addresses, duplicate records and to update our Salesforce based association management system (AMS). It's very powerful tool that helps me do my job easier! I'm eager to learn about the other modules to see how I can implement them and make my data life easier. Validity does offer a non-profit discount which is great for those that qualify.
  • Robust data tool.
  • Easy to use.
  • Simplifies data management and record cleaning.
  • A must for Salesforce users.
  • A friendlier interface - it's a bit technical looking at first glance.
  • Some windows need to be bigger so you don't have to scroll over.
  • Updated color scheme.
DemandTools is great for cleaning Salesforce data by checking for duplicate records and verify addresses with the postal system so our mailers actually make it to their destinations. It's a critical function for importing information into our Salesforce association management system (AMS). It makes going through large data sets a breeze.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
The university uses a Saleforce database to track and manage incoming student records. Each campus uses DemandTools to make mass updates, dedupe records, mass import records, and to clean addresses. The problem the software addresses is keeping a large number of records organized.
  • Mass update Salesforce records.
  • Deduplicate records.
  • Mass import records.
  • The user interface is not very intuitive, but once you figure it out, the software is very powerful.
DemandTools is a very powerful Salesforce Database administration tool. My main criticism is that the user interface is not very intuitive. However, once you get over the hump, it's a great software. My organization originally started using it because it was offered as a free software to non-profits. However, after being purchased by Validity, our org starting getting charged significantly.
Score 6 out of 10
Vetted Review
Verified User
Incentivized
We use DemandTools to help with large jobs associated with manipulating and correcting our data in Salesforce. We utilize Lead Conversion, Single Tab Dedupe, and PeopleImport to ensure we do not have duplicate contacts in Salesforce. We also use Find/Report ID’s with mass effect for non Contact, Lead, Account objects.
  • Being able to create scenarios saves time on repeated tasks.
  • There is a mass manipulation tool for almost every need you might have in Salsesforce without having to write code.
  • The interface is simple and easy to configure.
  • The platform is very expensive.
  • I wish there was a product like people product that worked with all custom objects. I have to use three products and steps to import custom objects without IDs.
  • The job builder is a bit confusing would love more resources.
DemandTools is a very expensive tool, but it does exactly what it advertises. If you have a need for these data manipulation tools your options are either custom code or DemandTools. I wish that this was also available for Mac OS. Also wish there was more video resources to understand how to use the platform more creatively.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
DemandTools is used exclusively within our data steward and business intelligence teams. The data stewards regularly run list imports, account and contact deduplication, direct field updates for standardization and other mass data updates to conform to business rule changes. The BI team regularly uses the ID lookup feature to merge CRM data with external data sources for analytics purposes.
  • DemandTools is a must have tool for Salesforce administrators. It runs mass data imports/updates/exports in a fraction of the time of Salesforce native tools.
  • Super efficient data processing by being able to save/run scenarios across the entire depth and breadth of the database. You are able to match/filter/update any related object and field.
  • Easy way to backup all your data.
  • Find/Report IDs is like Excel vlookup on steroids.
  • The interface is a little dated but still user-friendly and intuitive to use. DemandTools even overlays numbered steps to guide you through a job.
  • Processing speeds can sometimes be an issue, but not necessarily DemandTools fault, as CPU and bandwidth could also be to blame.
DemandTools is a must have for Salesforce administrators. It is my most indispensable tool. I have been a Salesforce customer for 13+ years and had DemandTools for each of those years.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
For the price point, DemandTools is an unmatched tool for cleaning up data in Salesforce (or Dynamics). It allows you to get extremely granular, and also apply your methodology to a large number of records at once. Once you've cleaned up what you have, it also allows you to put measures in place to prevent junk data from living in your database.
  • Normalizing data like country, state, etc. You have out-of-the-box scenarios you can instantly apply or you can create your own based on any field in your database.
  • Import contact records and easily associate them with accounts, leads, contacts and campaigns.
  • Dedupe records within and between leads, contacts and accounts. You have out-of-the-box scenarios you can instantly apply or you can create your own based on any field in your database.
  • The user interface looks very outdated and makes the tool seem more intimidating than it actually is.
  • The out-of-the-box scenarios are not always integrated into the user interface.
  • Over the 4 years I've been using this tool, the customer service has improved 200% but there are still some glitches.
DemandTools is well suited for scenarios where you have a technical-minded person that understands how relational tables work who can jump in and try things. DemandTools is less appropriate if there isn't a technical-minded resource who can own the tool.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
DemandTools is used by our Salesforce COE extensively within our org. The tool is powerful enough to extract large pieces of information and flexible enough to update and de-dupe records for our changing business needs.
  • User interface is easy to use and organized well.
  • Bulk Api feature, allows processing of large amounts of data fast!
  • Mass effect is a great tool for updating mass records for changing business needs/processes.
  • It would be nice for selections to be saved, if I start an update then switch to insert it clears all my mapping.
  • It would be nice to have separate success and error files when doing updates outside of bulk.
DemandTools is a powerful tool that helps us do work that would normally take a long time very quickly. While improvements can always be made on software the core of what it can do is fantastic.
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