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ZaapIT for Salesforce

zaapit.com
4.9(

161 ratings

)
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Overview

Eliminate duplicates & improve data quality like never before

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 ✔ Advanced Import with duplicates avoidance with advanced options i.e. a lot more advance than dataloader ✔ 🍊🌿Undo actions, Fast & Easy unmerge records, Audit Logs, Backup files🍊🌿 ✔ Search, sorts, filters, groupings ✔ Smart Related list: ZaapIT's merge & convert related list & field-data (field-combine-rules with merge strategy options). ✔ Cross object duplication cleansing: leads & contact, leads & accounts, custom object & custom object (multi-field support). ✔ Bulk Emails Main De-duplication Reports / tabs that are available in the app: ✔ Jobs: scheduled report, custom dedupe, import jobs / daily - hourly jobs / findids, scheduled merge. ✔ Find matching records - AI based de-duplication report, an admin can generate full duplicates report. ✔ Similar leads / contacts report - same name / email ✔ Leads with a Matching Contact or Account: same name/ email / company & account.name ✔ Merge duplicate for attachments (save space) Demo video: https://www.youtube.com/watch?v=VzjyR61GB_U Video Guides: http://www.zaapit.com/page/Videos Relevant searches: bulk update, bulk edit, bulk merge, import, bulk import, bulk convert, bulk delete, undo merge, undo bulk update, undo bulk delete, duplicates cleansing, duplicates cleaning, clean duplicates, duplicates removal, data deduplication, CRM Data Cleansing, mass actions, devtools, data loader for Salesforce, mass data editor for Salesforce, salesforce mass editor, salesforce editor, salesforce data management, salesforce duplicates management

4.9 out of 5161 ratings

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Jax ChiaOct 4, 2022

Awesome extension, this is amazing

1 person found this review to be helpful
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marilyn avilaOct 4, 2022

I managed to manage the Salesforce CRM data very well... it eliminates duplicates... it has many functions to manage the data... and the best thing is that it is a very compatible version... it is worth it

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Beza AssefaOct 4, 2022

use full extension

Details

  • Version
    1.16
  • Updated
    November 13, 2024
  • Features
    Offers in-app purchases
  • Size
    10.13KiB
  • Languages
    English
  • Developer
    ZaapIT AS LTD
    87 Weizmann Kfar Saba 4436401 IL
    Website
    Email
    sales@zaapit.com
    Phone
    +972 54-444-9905
  • Trader
    This developer has identified itself as a trader per the definition from the European Union.
  • D-U-N-S
    600865508

Privacy

ZaapIT for Salesforce has disclosed the following information regarding the collection and usage of your data. More detailed information can be found in the developer's privacy policy.

ZaapIT for Salesforce handles the following:

Personally identifiable information

This developer declares that your data is

  • Not being sold to third parties, outside of the approved use cases
  • Not being used or transferred for purposes that are unrelated to the item's core functionality
  • Not being used or transferred to determine creditworthiness or for lending purposes

Support

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