ZaapIT for Salesforce

🚀 ZaapIT for Salesforce - The Ultimate Data Management & Deduplication Tool

ZaapIT is the Salesforce power tool for Admins, RevOps, and Sales Ops who need dependable CRM data management and consistently high Salesforce data quality. From bulk update Salesforce operations to automated Salesforce deduplication, ZaapIT helps you clean, normalize, and govern your Salesforce data faster - without spreadsheets or risky manual work.

Build Smart Lists with summary rollups, hierarchy rollups, and related lists - then act instantly with Excel-like grids, bulk actions, and automation - all with zero code 🧠📊

✨✨ Make sure to install the package if it doesn’t open automatically. 🚀 🚀
https://www.zaapit.com/install?src=chromestore

⭐What You Can Do with ZaapIT ⭐

🔥 Mass Merge + Auto Merge Salesforce Duplicates (Rules-Based) 🔥

ZaapIT lets you mass merge Salesforce duplicates safely - and then automate the cleanup with Auto Merge.
✅ Merge duplicates across Leads, Contacts, Accounts, Opportunities, Cases, and custom objects
✅ Auto Merge Salesforce duplicates based on exact and fuzzy matching rules
✅ Full control over winner selection, merge logic, and data preservation
✅ Safety included: undo merge Salesforce anytime 🔁🛡️

🧠 Field Merge Strategy: Keep the Best Data - Never Lose Phone Numbers 📞✅

Most “duplicate tools” force a risky, manual choice of which field value survives. ZaapIT goes further with advanced field merge strategies so the right values are automatically preserved and standardized.
✅ Auto-select surviving values using smart rules (for example created date, last modified date, newest or oldest record, or prioritized source)
✅ Concatenate values to retain all information (ideal for notes, descriptions, and multi-source text fields)
✅ Preserve all phone numbers and emails by merging into a single field or keeping values across multiple fields (because nobody wants to lose phone numbers) 📞
✅ Copy non-empty values, apply overwrite rules, preserve “golden record” values, and define object-level or field-level priorities
✅ Support multiple strategies for different field types and business use cases

This is the difference between basic deduplication and enterprise-grade Salesforce data cleansing. 🧼🏆

⏱️ Scheduled Merge & Automated Deduplication Jobs 🤖🗓️

Keep Salesforce clean continuously - not just during one-time cleanup projects.
✅ Run scheduled merge and scheduled deduplication jobs hourly, daily, or on a custom schedule
✅ Automatically detect duplicates and apply your merge strategies at scale
✅ Track results with reports, logs, and job history
Reliable, ongoing Salesforce duplicate management without firefighting. 🔥➡️✅

✏️ Bulk Edit Salesforce Records at Scale - Safe & Reversible ✏️

ZaapIT is built for high-volume Salesforce operations and makes bulk update Salesforce actions safe.
✅ Bulk update Salesforce and bulk edit Salesforce (inline and multi-field edits)
✅ Undo bulk updates and revert changes when needed
✅ Bulk delete Salesforce, mass clone, and mass create (with safeguards)
✅ Mass convert records and apply bulk formatting (proper case, lowercase, phone format, etc)
✅ Mass find and replace plus ETL-style transformations and regex support
🔗 https://www.zaapit.com/page/how-to-update-your-records-in-bulk-Mass-record-in-Salesforce

Make large-scale changes confidently knowing every bulk update is safe, auditable, and reversible. ⚡🛡️

📥 Import Salesforce Data Without Creating Duplicates 📥

Import confidently while protecting Salesforce data quality.
✅ Advanced controls for import Salesforce and bulk import workflows
✅ Duplicate prevention during data load using matching rules
✅ A practical Salesforce Data Loader alternative for teams focused on clean CRM data 📦✅

🔄 Mass Convert Leads + Auto Convert Lead in Salesforce 🔄

Keep your pipeline clean and conversion consistent.
✅ Mass convert leads Salesforce
✅ Auto Convert Lead in Salesforce based on conditions and matching logic
✅ Convert Lead into Contact in Salesforce when matching records exist
✅ Support workflows to customize lead conversion process in Salesforce 💼📈
🔗 https://www.zaapit.com/page/Mass-Convert-Merge

🧩 Mass Edit Salesforce Metadata & Custom Metadata 🛠️

Scale Salesforce configuration work with bulk metadata control.
✅ Mass edit custom metadata
✅ Update multi-select picklist values
✅ Mass edit layouts, fields, validation rules, and more
✅ Mass edit, delete, and clone custom metadata and object metadata
🔗 https://www.zaapit.com/page/salesoforce-mass-update-metadata

📊 Excel-Like Data Grids & Smart Views 📊

✅ Filter, sort, group, and edit records in an Excel-style interface
✅ Cross-object visibility with related lists and forecasts
✅ Faster daily operations for CRM data management 🧾✨

🛡️ Undo, Audit Logs & Safe Backups 🛡️

✅ Undo merges, bulk updates, and deletions
✅ Access audit logs and backups for compliance and governance
✅ Confidence for high-impact Salesforce operations 🔒🧾
🔗 https://www.zaapit.com/page/salesoforce-unmerge-undo-merge

🧩 Smart Related Lists, Rollups, and CPQ Visibility - Zero Code

Turn Salesforce into a smarter workspace with Smart Lists that combine data from related objects and roll it up automatically.
✅ Build Smart Related Lists that go beyond standard Salesforce related lists
✅ Create summary rollups (even where native rollups fall short) and hierarchy rollups for Account structures and other objects
✅ View and manage cross-object data in one place - ideal for complex processes like Salesforce CPQ (quotes, quote lines, products, opportunities, and account context)
✅ Take action immediately using Excel-like grids, bulk actions, and automation - without custom code or heavy admin work ⚡

📊Built-In Reports & Tabs 📊

🤖 Smart duplicate reports (exact and fuzzy match)
👥 Similar Leads and Contacts reports (name and email patterns)
🔗 Cross-object matching reports (Lead to Contact or Account)
📎 Attachment deduplication to save Salesforce storage

🔹 Video Demo: https://www.youtube.com/watch?v=VzjyR61GB_U
🔹 Video Guides: http://www.zaapit.com/page/Videos

Start managing your Salesforce data smarter. Install ZaapIT for Salesforce today!

🔹Global Privacy Policy: https://www.zaapit.com/page/privacy
🔹Terms and Conditions: https://www.zaapit.com/page/Terms-and-Conditions