Make easy global changes in Salesforce with mass actions!
Run limitless updates / actions through ZaapIT's native DMS
Overview:In this video, Jeff explains how users can use ZaapIT's DMS to Mass Update and normalize your data. This simple process can help you save thousands of dollars in Salesforce overage costs by easily updating any number of records at once with the click of a button. ZaapIT's bulk actions allows users to quickly find and update / merge custom objects, regardless of whether they’re related to a standard objects or other custom objects.
Popular use cases:With ZaapIT's Mass Actions capability, users can:
- Find all accounts owned by inactive Salesforce users and change the owner on all accounts
- Find all leads with no phone number in the phone field and copy the phone number from the mobile phone field
- Find all opportunities that are past the close date and change the opportunity probability to 1% and update the close date in mass
- Mass delete old files and lower your storage cost
- Merge duplicates automatically and in mass
ZaapIT's DMS is only one of 4 products in ZaapIT’s Data Management Solution lineup. ZaapIT DMS is the only native Salesforce platform that can capture, clean, protect, enrich and normalize all of data in a in real time. ZaapIT's DMS will change the way you manage your data and empower you to take control of your data quality once again.
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