How to mass merge and auto merge duplicates in Salesforce?
Clean and Merge duplicate leads, contacts and any object with ease with ZaapIT for Salesforce!
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.
Preview:
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