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Would recommend DemandTools for keeping Salesforce data clean and up-to-date
Updated December 17, 2020

Would recommend DemandTools for keeping Salesforce data clean and up-to-date

Mike Malone | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Modules Used

  • MassEffect
  • MassImpact
  • ReassignOwnership
  • Find / Report ID's

Overall Satisfaction with DemandTools

We use it as a replacement and enhancement to the native Salesforce tools. DT is more powerful and easier to use. It is used by several departments. We definitely depend on it and have many, many JobBuilder batches using a whole variety of DTs.
  • Allows you to preview your changes before actually making them.
  • Help and training are really good and informative.
  • Would be nice to have Search ability in more areas. Sometimes you have to scroll thru hundreds of fields on multiple objects to find what you are looking for.
  • Sometimes when you want to change a condition, clicking on the condition brings up the condition and value, other times you have to scroll thru and find the field again which is frustrating.
  • We have many automations run using JobBuilder. They do all kinds of things that used to be handled manually. Not sure the exact savings, but it is huge.
  • One area in particular that we've been able to save on staff is by writing a bunch of de-dupe scenarios. We lost 2 people this year to retirement and have not had to replace them.
DemandTools is much more robust than the Salesforce Dataloader. I can do so much more and more quickly with DemandTools.
FormAssembly, Salesforce Marketing Cloud Email Studio, Microsoft 365 (formerly Office 365)
I am fairly new to DT having only used it for about 9 months, but so far am impressed with the features and ability to update Salesforce.

Using DemandTools

6 - Most are Salesforce Admins representing Undergraduate Admissions and Enrollment, Graduate Enrollment and Financial Aid.
3 - Some coding knowledge is nice to have, but is not necessary.
A good knowledge of the organization's many custom objects and fields.
Detail oriented mind set is helpful.
  • De-duping
  • Updating Salesforce
  • Ability to schedule scenarios
  • Keeping data in sync
  • One of our SF Admins has done an incredible job writing many de-dupe scenarios which have significantly reduced the amount of manual de-duping necessary.
  • The Admissions Counselors assigned to each student change a couple of times a year and the assignment rules can be quite complex. DT allows us to keep these updated with a minimum of effort.
  • We continue to tweak and improve our de-duping processes.
  • As I learn more about DT, I know I'll find plenty of new uses for it.
DemandTools has enabled us to keep a lean staff and still address the many demands (no pun intended) that working in Higher Education throws at us.

Evaluating DemandTools and Competitors

Not Sure
DemandTools was in place when I started. I did not have any involvement in the selection.
Again, I was not involved with the selection.

DemandTools Implementation

I was not involved with the implementation.
  • Don't know
  • I was not involved in the implementation. It was before I was hired.

DemandTools Training

  • no training
It was easy to learn with the help of my boss and co-worker who know the product well.

Configuring DemandTools

DemandTools Support

ProsCons
Quick Resolution
Good followup
Knowledgeable team
Problems get solved
Kept well informed
No escalation required
Support understands my problem
Support cares about my success
Quick Initial Response
None
To be honest, I have not had to contact support as my boss and co-worker both are well-versed in DemandTools and have been able to answer any questions so far.

Using DemandTools

ProsCons
Like to use
Technical support not required
Well integrated
Consistent
Quick to learn
Convenient
Feel confident using
None
  • De-duping. Our many scenarios save tons of tedious manual de-duping.
  • I like the ability to review records and link to them in Salesforce before updating.
  • Sometimes searching thru to find a field can be a pain. It would be nice to have some sort of search ability to narrow down the many fields.
  • Sometimes when you select a field to update it is ready for update. Other times, you have to search thru the field list to find the field even tho you've already selected it in the Conditions.
DemandTools works great, but would be even better if some of the usability issues I've mentioned were addressed.

DemandTools Reliability

It's done everything we've needed it to do.
There has not been a time since I started 9 months ago that I've encountered any kind of downtime.
I seldom notice a lag that causes me to wonder what's going on.

Integrating DemandTools

I have not been involved with any integration. Everything was in place when I started.
  • Salesforce
Not sure
  • File import/export
  • Single Signon
No
None at this time.

Relationship with Validity

I was not involved in the sales process
My boss handles vendor relations.
I was not involved in negotiations.

Upgrading DemandTools

  • Have not done an upgrade since I started 9 months ago
  • Hopefully some improvement in some of the usability "quirks" I've mentioned.