Be Productive with ZaapIT's Video Guides

Basic Functionality 

  • 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 & save them to the list's top per view - just 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
  • Adding a field to the mass update popup Adding a field to the mass update popup and using 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
  • Automatic Lead Convert This video will show you how to preform automatic lead convert based on your criteria. This process does not create new duplicate contacts / accounts (it uses the lead's email & company name 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 advance 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 duplicates 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
  • Manage Licenses Adding 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 / Delete Data via tab-delimited file Use the import option to import / update / delete data via a tab-delimited file - IDS are optional.
    Watch
  • Custom Fuzzy Dedupe Create custom duplicates detection via a custom formula-field/SOQL with dedup-manager.
    Watch
  • Custom Dedupe 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
  • Adding a smart related list in Salesforce 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
  • Adding 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