Be Productive with ZaapIT's Video & Guides

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Data Management / Smart Mass Update
Duplicates Cleanup / Dedup-Manager
Smart Related Lists
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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 - csv VS Salesforce Easily find any set of matching records. In this video, we will compare CSV data with Salesforce data and export the results as a CSV report. This option includes advanced fuzzy-matching and text-cleanup algorithms covering N-Words, N-Chars, acronyms, synonyms, abbreviations, suffixes, prefixes, and more
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Find Matching Records - SF VS SF Easily find any set of matching records or duplicates. In this video, we will compare Salesforce data against itself and export the results as a CSV report. This option includes advanced fuzzy-matching and text-cleanup algorithms covering N-Words, N-Chars, acronyms, synonyms, abbreviations, suffixes, prefixes, and more.
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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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Custom Dedupe Create a simple custom duplicate detection report / job via the Jobs tab. With a custom dedupe you can deduplcate any object based on any field or a formula. You can use a formula-field for fuzzy/multi-field duplicate detection.
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Custom Dedupe using a formula In this video you will learn how to create a custom dedupe job based on formula. How to set the formula as main dedupe criteria and how to choose the desired merge strategy for each field/related list. Using a formula you can choose multiple fields, manipluate / remove a portion of the data/stop-words and ignore spelling mistakes.
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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

Adding sub-tabs A step-by-step guide on how to add a multi-level ZaapIT Smart Tab to your layout, enabling better organization and navigation of related data.
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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 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 360 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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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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