Eliminate duplicates & improve data quality like never before
Manage your Salesforce's CRM data like never before, prevent and eliminate your duplicates en masse and automatically.
๐The app can ensure that non-duplicated phone numbers from duplicate contacts are not lost; instead, it can automatically keep them in different phone fields๐
๐The app offers a wide array of data management features such as mass actions, auto actions, mass emails, maps and others. The app is compatible with any Salesforce version (classic & lightning) and can handle any Salesforce object. ๐
๐Main Features ๐
โ Mass Merge: Merge multiple records into multiple-uniques, keep key data and related information (combine / copy if empty / merge and copy into field/keep all phones/ keep all emails).
โ Auto Merge, Merge Jobs and reports: run daily / hourly / automatically, works with any object (custom objects, opportunity, cases, etc)
โ Selective-Merge
โ Bulk Actions: Mass Update, Mass Delete, Mass Clone, Mass create, Mass Merge, Mass convert, Mass Inline Edit, Mass Format (lowercase/proper case/etc), Mass Find and Replace, Mass Editor, ETL.
โ Auto lead conversion - auto convert based on matched record or condition
โ Custom / fuzzy dedupe
โ Email validation and verification + bounce detection
โ Advanced Import with duplicates avoidance with advanced options i.e. a lot more advance than dataloader
โ Audit Logs / Backup files
โ Search, sorts, filters, groupings
โ Related list: ZaapIT's merge & convert related list & field-data (field-combine-rules with merge strategy options).
โ Cross object duplication cleansing: leads & contact, leads & accounts, custom object & custom object (multi-field support).
โ Bulk Emails
Main De-duplication Reports / tabs that are available in the app:
โ Jobs: scheduled report, custom dedupe, import jobs / daily - hourly jobs / findids, scheduled merge.
โ Find matching records - AI based de-duplication report, an admin can generate full duplicates report.
โ Similar leads / contacts report - same name / email
โ Leads with a Matching Contact or Account: same name/ email / company & account.name
โ Merge duplicate for attachments (save space)
Demo video: https://www.youtube.com/watch?v=VzjyR61GB_U
Video Guides: http://www.zaapit.com/page/Videos
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