Seeking Mac/Windows Alternatives to the Retired Excel Connector? Many companies relied on the Salesforce Excel Connector alongside Microsoft Excel for bulk updates and general data maintenance tasks. This process typically involved exporting data segments, identifying and resolving issues, refreshing data, and re-importing it back into Salesforce. This workflow is not only time-consuming but also prone…
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Many Salesforce users and administrators have expressed a need for task history tracking within Salesforce. This feature enables tracking of status changes, comments, and facilitates the generation of comprehensive usage and trend reports across the organization. To meet this demand, you can now achieve task history tracking seamlessly using the ZaapIT + History Tracking package.…
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Have you ever wished to present your clients with an enticing upsell or cross-sell opportunity? Or perhaps you’ve wanted to gain deeper insights into the activities of customers managing multiple accounts? Introducing Zaapit’s Account Hierarchy and Customer View for Salesforce – your ultimate solution for streamlined client management and enhanced sales strategies.
Add custom colors, images & style to your Salesforce’s grids and lists with ease with Smart-Mass-Update / Smart-Tables for Salesforce. Just follow the steps in the video and add your custom conditional design to your grids.
