Smart Related Lists for Salesforce

Unlocking the Potential of Salesforce' Related Lists with Smart Related Lists


Last modified by Ben Ford, on 9/Jan/2025


Unlocking the Productivity for Salesforce' Related Lists

 At ZaapIT, we recognize the challenges users face in navigating and managing related records. That’s why we’ve developed our innovative Smart Related Lists functionality, designed to enhance your Salesforce experience by delivering powerful, flexible, and intuitive tools to interact with related data.


There hasn't been such an extensive solution... until now!

  • Enhanced Salesforce Experience: ZaapIT's Smart Related Lists enable customized filtering, inline editing, and mass actions on related records, offering greater flexibility, efficiency, and visibility.
  • Productivity & Accuracy Gains: Users benefit from streamlined workflows, reduced navigation, and accurate data management, with features like smart views, totals, and undo options.
  • Cost-Effective & Scalable: The solution improves scalability and eliminates the need for custom development, making it ideal for managing large datasets and optimizing costs.
Sergey Erlikh, Solution Architect @Salesforce.org, Salesforce MVP + Won a golden hoodie!
Solution Architect @Salesforce.org and SF MVP

ZaapIT is absolute must have app to be productive in any environment. Great app with great support.

   

Smart Related Lists: How it Works

 

Advanced Data Management:

Easily filter, navigate, and manage related records, including support for account hierarchies and custom structures

Real-Time Edits & Mass Actions:

Edit records inline and perform mass updates, deletions, or custom processes on multiple records simultaneously.

Data Organization & Insights:

Use smart views, conditional styling, and multi-level grouping for better data organization and insights.

Efficient Data Updates:

Quickly find, replace, and calculate values, with automatic totals and subtotals for easier decision-making.

Visualization & Risk Management:

Visualize data with integrated charts and reverse actions (like updates and deletions) using an undo option for data integrity.

The only app that comes with peace of mind

  Restore in just a click

Updated records are recovered with the click of a button, saving you time and giving you a greater sense of security.

  Maintain relationships

Have confidence knowing that when records are restored, so too are their relationships, lookups, and related lists.

  Backup and archive

Get backup storage and retention archiving inside your Salesforce, so you can protect yourself against accidental merges and changes or those done in error.

  Security at the forefront

Data is backed up and saved inside your Salesforce, so it never exists your Salesforce and can not be intercepted by hackers / adversaries.
 

Get clarity and say goodbye to outdated, inefficient work habits in Salesforce, boosting productivity, accuracy, and cost-efficiency!


Try ZaapIT FREE!
 

Among Our Clients

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Still not sure? Here are a few screenshots!
Smart Related lists for line items
Smart Related lists for line items
Smart Related lists mass inline edit
restore - undo merge for Salesforce
So, what are you waiting for?



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