ZaapIT for Salesforce

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/Vid eos

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