The main usage of a Master Selection Formula in Zaapit for Salesforce is as a powerful rule that helps users automatically determine the master (or survivor) record when duplicates exist. 💡 What It Does When multiple records share similar or identical data, Zaapit uses the Master Selection Formula to auto-select the one that should be…
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Managing duplicate contacts in Salesforce can be a daunting task, especially as your database grows. Duplicate records not only clutter your system but can also lead to inconsistencies and inefficiencies in your customer relationship management processes. To address this, leveraging a mass merge process using a CSV file can significantly streamline your data management efforts.…
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Salesforce doesn’t natively support creating reports for Notes and Attachments, which can be limiting. However, imagine you need to review all the Notes added to your Accounts or Opportunities over the past year. It becomes even more challenging if you need to update hundreds of Notes without manually accessing each one. This process can be…
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