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. Watch
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. Watch
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. Watch
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.
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
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
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