DemandTools Overview and Installation

System Requirements

For DemandTools System Requirements, see the article DemandTools - System Requirements.

Salesforce.com Editions

• Unlimited
• Enterprise
• Professional
• Developer

Salesforce User Profile Permissions

By default, DemandTools users must have Modify All Data permission enabled on their profile or an assigned Salesforce Permission Set with Modify All Data permission enabled.

Note: Checking permission sets is new in DemandTools 2.4.

DemandTools Installation

1. Install Microsoft .NET Framework

Note: Users will be prompted to install this ONLY if it is not already installed on the PC.

2. Download DemandTools
   1. Go to www.crmfusion.com.
   2. Click the "DemandTools" tab at the top of the page.
   3. Click Downloads & Trials.
   4. Click Download.
   5. Choose Save File.
   6. Save the zip file to an easily accessible place, like your Desktop.
3. Install DemandTools:
   1. Locate the zip file icon & double click on it.
   2. Double-click the DemandTools Icon.
   3. Choose Run. This will launch the install wizard.
   4. On the first step of the wizard, click Next.
   5. Continue through the wizard by clicking Next and selecting the option that best suits your tool use.
   6. When installation is complete, a wrench icon will appear on the Desktop.
   7. Double-clicking the wrench will launch DemandTools.

Login Credentials

• The DemandTools username and password are the same as the username and password used for Salesforce, but you must append your Salesforce security token to the end of the password. (If you don't know your security token, reset it by navigating to Setup > My Personal Setup > Personal Information. A new security token will be emailed to you).

Note: Remember that if the password or security token changes for Salesforce, it will also change for DemandTools.

• To avoid using the security token on every login attempt, follow these steps to add your computer to the Salesforce trusted list.

1. Visit www.ipchicken.com.
2. Copy the IP address the website shows.
3. Log in to Salesforce.
4. Click on Setup.
5. Under Administration Setup expand Security Controls.
6. Click on Network Access.
7. Click New.
8. Paste the IP address from www.ipchicken.com in the start and end range and click Save.

Note: This process will allow Salesforce to recognize the user's specific PC and bypass the need for a Security Token upon logging into DemandTools from that PC.

Related Tasks

How do I schedule DemandTools jobs?