ZaapIT for Salesforce - Improve Salesforce data quality
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Extension summary
Manage your Salesforce's CRM data like never before, prevent and eliminate your duplicates en masse and automatically.
🍒The app can ensure that non-duplicated phone numbers from duplicate contacts are not lost; instead, it can automatically keep them in different phone fields🍒
🍑The app offers a wide array of data management features such as mass merge, scheduled merge, Mass Actions, Mass emails, Undo merge, Excel-Like experience for grids, maps, and more. The app is compatible with any Salesforce version (classic & lightning) and can handle any Salesforce object. 🍑
🍍Main Features 🍍 ✔ Mass Merge: Merge multiple records into multiple-uniques, keep key data and related information (combine / copy if empty / merge and copy into field/keep all phones/ keep all emails). ✔ 🥊Auto Merge, Scheduled Merge Jobs and reports: run daily / hourly / automatically, works with any object (custom objects, opportunity, cases, etc) ✔ Selective-Merge ✔ 🥊Bulk Actions: Mass Merge, Mass Update, Mass Delete, Mass Clone, Mass create, Mass convert, Mass Inline Edit, Mass Format (lowercase/proper case/etc), Mass Find and Replace, Mass Editor, ETL. ✔ 💪Excel-like experience for tabs, grids, and related lists; can be used to manage forecasts ✔ Auto lead conversion - auto convert based on matched record or condition ✔ Custom / fuzzy dedupe ✔ Email validation and verification + bounce detection
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Extension safety
Risk impact
ZaapIT for Salesforce requires a few sensitive permissions. Exercise caution before installing.
Risk likelihood
ZaapIT for Salesforce is probably trust-worthy. Prefer other publishers if available. Exercise caution when installing this extension.
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