How to mass / auto merge Leads / Contacts / Accounts / any object in Salesforce
With ZaapIT you can clean all your duplicates with ease!
ZaapIT allows you to create a set of merge rules/jobs and to execute those merge rules whenever you like. This technique will allow you to auto-clean your database effortly and will improve your compnay productivity (sales reps doesn't need to work on wrong/duplicate records ).
Popular reports / use cases:
- Mass Merge leads by name, email or custom formula.
- Mass Merge contacts by name, email or custom formula.
- Mass Merge accounts by name or custom formula.
- Mass Merge cases name, contact or custom formula.
- Mass Merge opportunities by name, contact or custom formula.
- Auto Merge any object by field/custom formula + related lists selection and surviving field selection
- Find matching records aka find record IDs
- Multi-group-merge with master selection and fields selection
- Global duplicates detection