ZaapIT for Salesforce

生产工具插件大小: 9.39KiB版本: v 1.14更新时间: 2021-12-21
大小:9.39KiB版本:v 1.14更新时间:2021-12-21

Eliminate duplicates & improve data quality like never before

ZaapIT for Salesforce 的使用方法详解,最全面的教程

ZaapIT for Salesforce 描述:



扩展大小:9.39 KiB


版本:v 1.14

ZaapIT for Salesforce 插件简介:

这是来自Chrome商店的 ZaapIT for Salesforce 浏览器插件,您可以在当前页面下载它的最新版本安装文件,并安装在Chrome、Edge等浏览器上。

ZaapIT for Salesforce插件下载方法/流程:


ZaapIT for Salesforce插件安装教程/方法:


(2) 从设置->更多工具->扩展程序 打开扩展程序页面,或者地址栏输入 Chrome://extensions/ 按下回车打开扩展程序页面

(3) 打开扩展程序页面的“开发者模式”

(4) 将crx文件拖拽到扩展程序页面,


Manage your Salesforce's CRM data like never before, prevent and eliminate your duplicates en masse and automatically. The app offers a wide array of data management features such as mass actions, auto actions, mass emails, maps and others. 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 / copy to field). ✔ Auto Merge, Merge Jobs and reports: run daily / hourly / automatically, works with any object (custom objects, opportunity, cases, etc) ✔ Selective-Merge ✔ Bulk Actions: Mass Update, Mass Delete, Mass Clone, Mass create, Mass Merge, Mass convert, Mass Inline Edit, Mass Format (lowercase/proper case/etc), Mass Find and Replace, Mass Editor, ETL. ✔ 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 ✔ Logs / Backup files ✔ Search, sorts, filters, groupings ✔ 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 & ✔ Merge duplicate for attachments (save space) Demo video: Video Guides: Relevant searches: bulk update, bulk edit, bulk merge, import, bulk import, bulk convert, 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


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