Eliminate duplicates & improve data quality like never before
Manage your 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.
✔ 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)
✔ Bulk Actions: Mass Update, Mass Delete, Mass Clone, Mass create, Mass Merge, Mass convert, Mass Inline Edit, 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 & 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, 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.