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 with ease and will improve your company’s productivity (sales reps doesn't need to work on wrong/duplicate records). ZaapiT can also run mass merge jobs for a set of selected duplicate records or run a bulk merge for a set of filtered records based on a filter/search specified by your org's admin. In order to run a merge job, create a new preview/merge job from under the jobs tab, select the main object, master selection logic and field-merge-strategy and hit the preview or create merge job buttons.
To auto merge records in Salesforce you will first need to install ZaapIT, once done do the following steps to create a scheduled job / auto merge job/ mass merge job.
Mass merge /Auto merge /Schdule Merge duplicate leads, contacts and accounts in Salesforce:
- Step #1 - Preparation w. business owners:
- Define 5 Dedupe criteria per object that needs to be clean
- Define the merge strategy for important fields e.g. keep newest/oldest value, combine
- Define the merge strategy for important related lists
- Define the main dupe criteria
- Define the master selection order (using field / formula / other logic)
- Step #2 - Applying conditions and settings
- Go to the jobs tab
- Click the create new merge job
- Set the main dupe criteria
- Choose/ set the master selection order (using field / formula / other logic
- Choose/ set the merge strategy for important fields e.g. keep newest/oldest value, combine values, etc.
- Choose/ set the merge strategy for important Related lists
- Step #3 - Running the merge
- Choose the right schedule-option
- You can run the merge via the create merge button
- Or run the mass merge via the preview button
- To stop a scheduled job just unmark the active checkbox
Popular reports / use cases:
- Mass / Bulk Merge leads by name, email or custom formula.
- Mass / Bulk 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