Moving a Zaapit tab to Salesforce’s production environment is a crucial task. It helps organizations enhance their customer relationship management. This guide provides a step-by-step approach to ensure a smooth and efficient migration. Follow this guide to enhance your Salesforce environment with Zaapit features. Improve your organization’s productivity and manage customer data effectively. Let’s optimize…
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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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In this example, you will learn how to configure an automated lead conversion process using customized conversion criteria. You can use this setup to define specific conditions that automatically convert leads into contacts and accounts within Salesforce.
Fuzzy de-duplication is a process used to identify and merge duplicate records in a dataset, where the duplicates are not exact matches but are similar enough to be considered the same. This technique is particularly useful in situations where data entry errors, variations in spelling, or different formats can cause similar records to appear distinct.…
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This step-by-step guide illustrates how to set a new field value in bulk using a custom formula. This method can be applied to either a specific subset of records or to all records within your dataset, and it is designed to be user-friendly, eliminating the need for any coding knowledge. Whether you are updating a…
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Every Salesforce consultant/developer can tell you that Salesforce has a lot of development constrains aka limitations. The most common one is the bulk update/insert limit (aka DML limit) which limits you to 10,000 rows per request/execution on custom code.
