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.
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  • Find Matching Records The following video will show you how to find any set of matching records easily. This new option includes advanced fuzzy-matching and text-cleanup algorithms, N-Words, N-Chars, acronyms, synonyms, abbreviations, suffixes, prefixes, etc.
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  • 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.
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  • 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  
  • 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.
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  • 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.
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  • Custom Dedupe - New way Create custom duplicate detection report / job via the Jobs tab, you can use any object and any field. Use a formula-field for fuzzy/multi-field duplicate detection.
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  • Custom Fuzzy Dedupe - Old way Create custom duplicate detection tab via a custom formula-field/SOQL with dedup-manager.
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  • Custom Dedupe - Old way Dedupe by custom query / field / soql expression with dedup-manager.
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  • Mass Calculate Add / subtract / divide / multiply numbers into number-fields or rows.
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  • 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.
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  • 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.
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  • 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.
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  • 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.
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  • 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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