Be Productive with ZaapIT's Video & Guides
Popular Features / Options
- PDF Guides Use the following Getting Started guide to set up common use cases, or use the admin guide for more advanced options.
Getting Started / Training Guide
ZaapIT - User / Admin Guide - Text format and standardization The following video will show you how to format/standardize any text field, apply lowercase, uppercase, proper-case, or apply country and state abbreviation or full name, apply phone format.
Watch - Find Matching Records - csv VS Salesforce The following video will show you how to find any set of matching records easily, in this video we will compare a CSV VS Salesforce data and export the data as a CSV report. This new option includes advanced fuzzy-matching and text-cleanup algorithms, N-Words, N-Chars, acronyms, synonyms, abbreviations, suffixes, prefixes, etc.
Watch - Find Matching Records - SF VS SF The following video will show you how to find any set of matching records easily, in this video we will compare Salesforce VS Salesforce data and export the data as a CSV report. This new option includes advanced fuzzy-matching and text-cleanup algorithms, N-Words, N-Chars, acronyms, synonyms, abbreviations, suffixes, prefixes, etc.
Watch - Mass merge multiple records The following video will show you how to mass merge multiple rows into multiple uniques. Select the field merge strategy + change the master and hit the mass merge button.
Watch - Custom Dedupe Create a simple custom duplicate detection report / job via the Jobs tab. With a custom dedupe you can deduplcate any object based on any field or a formula. You can use a formula-field for fuzzy/multi-field duplicate detection.
Watch - Custom Dedupe using a formula In this video you will learn how to create a custom dedupe job based on formula. How to set the formula as main dedupe criteria and how to choose the desired merge strategy for each field/related list. Using a formula you can choose multiple fields, manipluate / remove a portion of the data/stop-words and ignore spelling mistakes.
Watch - Mass Update Update multiple fields for multiple records in bulk based on filters / row-selection. ZaapIT's apps are the only native apps in the market that supports bulk update of 1M+ records.
* Honors the Object's Security, Required Fields settings & validation rules.Watch - Mass Inline Edit Update all the records & fields in one place like you do in a spreadsheet.
* Honors the Object's Security, Required Fields settings & validation rules.Watch - Add a Chart & Grouping Add charts, totals & grouping to any list and save them to the list's top per view - like a spreadsheet. Watch
- Add in Place Add records inline - making data entry more efficient and intuitive.
* Honors the Object's Security, Required Fields settings & validation rules.Watch - Add a field to the mass update popup Add a field to the mass update popup and use it. In this example we use the contact's owner field. Watch
- Add a Cross-Object Field Add a field from a "connected by look up record" as a column - without any complex formula fields. Watch
- Drag & Replace / Fill Series Copy field value to multiple records / rows like you do in a spreadsheet.
* Honors the Object's Security, Required Fields settings & validation rules.Watch - Conditional Styling Add custom colors, images & style to your grids with ease. Watch
- Filter by child records Add child records / objects as a column and use the smart filter to filter them. Watch
- Mass Convert Mass Convert your leads the smart way - merge with existing/matching contacts & accounts (the app uses the lead's email & company name to find existing/matching contacts & accounts). Watch
- Advanced Automatic Lead Convert This video will show you how to setup an advanced auto lead-convert and trigger it only when an existing matching contact or account is found (during lead update / create). This process uses the lead's email & company name (customizable) to find existing contacts & accountsWatch
- Simple Automatic Lead Convert This video will show you how to setup a simple automatic lead convert based on your criteria. This process does not create new duplicate contacts / accounts. This process uses the lead's email & company name (customizable) to find existing contacts & accounts. You can disable/enable the auto-duplicate detection and the creation of new opportunity (via custom settings). Watch
- Mass Emails Send Emails to your Leads & Contacts in bulk like never before. Watch
- Find & Replace Find and Replace text in any text-field + regular expression support (for advanced users). Watch
- Mass Create Tasks / Objects Create tasks / objects in bulk for any object (e.g. contacts/accounts/etc) with smart preview page that enables you to refine / control the mass-create result. Watch
- Cross-object drill down Navigate between objects on Salesorce and update any related objects in bulk. You can even jump several objects up or down - you are only limited by your imagination. Watch
- Tasks audit log / history tracking A background process that collects changes to selected task's fields in real time. You can preview / generate reports for the audit-log data and select different audit-fields. Watch
- DEDUP-Manager™ Overview De-duplicate your Salesforce Data with ease (contacts / accounts / leads).
Available Modules: A module for system-wide duplication detection with a smart mass merge & actions, plus a module for real time duplicate detection + merge placed on the object's details page.Watch - Mass Delete & Mass Delete all Use the delete button to delete selected rows or use the delete all button to delete all the rows in bulk based on the filters/search (across all pages). Watch
- Adding sub-tabs Adding multi-level sub-tabs
Watch - Manage Licenses Add a user to the ZaapIT's license and enabling the layout-editor / view-editor (aka edit layout) link for that user.
* The view-editor is usually assigned to non-admin users (restricted version) & the layout-editor is usually assigned to admin (customize application permission is needed).Watch - Import / Update Data via a file or copy and paste Use the import option to import / update your data into salesforce via csv, tab-delimited file or copy and paste directly from a spreadsheet. With built-in dedupe options to avoid duplicates.
Watch - Import / Update / Delete Data via tab-delimited file - old way Use the import option to import / update / delete data via a tab-delimited file - IDs are optional.
Watch - Custom Fuzzy Dedupe - Old way Create custom duplicate detection tab via a custom formula-field/SOQL with dedup-manager.
Watch - Custom Dedupe - Old way Dedupe by custom query / field / soql expression with dedup-manager.
Watch - Mass Calculate Add / subtract / divide / multiply numbers into number-fields or rows.
Watch - Customer View Imagine that you are working on an hierarchy of accounts. Zaapit aggregates and display all the relevant data, as smart tabs. With one click of a button you can see your data and gather meaningful insights.
Watch - Add a smart related list in Salesforce's Lightning UI The following video will show you how to add a smart related list/grids with mass-actions in Salesforce's lightning UI.
Watch - Add a smart related list in classic Salesforce UI The following video will show you how to add a smart related list/grids with mass-actions in Salesforce's classic UI.
Watch - Zaapit's Product Selector The following video will show you how to use ZaapIT's apps to add multiple products to an opportunity and edit the quantities in-line.
Watch - Create a new smart tab The following video will show you how to create a new Smart Tab via ZaapIT's grid manager.
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