ZaapIT for Salesforce

#4.94 / 161 rate

ZaapIT for Salesforce

328 users

2021-07-29

https://zaapit.com

Extension Information

5 star
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4 star
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1 star
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Description

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.

๐Ÿ’The app can ensure that non-duplicated phone numbers from duplicate contacts are not lost; instead, it can automatically keep them in different phone fields๐Ÿ’

๐Ÿ‘The 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. ๐Ÿ‘

๐ŸMain Features ๐Ÿ
โœ” 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).
โœ” Auto Merge, Merge Jobs and reports: run daily / hourly / automatically, works with any object (custom objects, opportunity, cases, etc)
โœ” Selective-Merge
โœ” 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.
โœ” Auto lead conversion - auto convert based on matched record or condition
โœ” Custom / fuzzy dedupe
โœ” Email validation and verification + bounce detection
โœ” Advanced Import with duplicates avoidance with advanced options i.e. a lot more advance than dataloader
โœ” Audit Logs / Backup files
โœ” Search, sorts, filters, groupings
โœ” Related list: ZaapIT's merge & convert related list & field-data (field-combine-rules with merge strategy options).
โœ” Cross object duplication cleansing: leads & contact, leads & accounts, custom object & custom object (multi-field support).
โœ” Bulk Emails

Main De-duplication Reports / tabs that are available in the app:
โœ” Jobs: scheduled report, custom dedupe, import jobs / daily - hourly jobs / findids, scheduled merge.
โœ” Find matching records - AI based de-duplication report, an admin can generate full duplicates report.
โœ” Similar leads / contacts report - same name / email
โœ” Leads with a Matching Contact or Account: same name/ email / company & account.name
โœ” 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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