Data Management Blog for Salesforce

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how to move tab's settings to production

How to move a zaapit tab to Salesforce’s produciton

To move a tab you can use salesforce’s change set or create the tab directly in your production. To transfer the tab’s settings from sandbox to production, use the edit-layout>import>copy and paste, copy the settings from your sandbox and paste them in your production environment. – image#1 If you need to move all the settings…
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Mass merge using csv file

How to Mass Merge contact records using a CSV file

Mass Merge contact records using a CSV file:

Salesforce Data Management

Mastering Salesforce Data Management – A Comprehensive Guide

In today’s data-driven business landscape, effective data management is crucial for organizations of all sizes. Salesforce, as one of the leading Customer Relationship Management (CRM) platforms, empowers businesses to manage their customer data effectively. However, without a solid Salesforce data management strategy, the potential benefits of this powerful tool can be hindered. In this article,…
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Tackling Duplicate Leads and Contacts in Salesforce

Salesforce is a powerful customer relationship management (CRM) platform that helps businesses manage their sales, marketing, and customer service activities efficiently. However, like any CRM system, Salesforce is only as effective as the data it contains. Duplicate leads and contacts can undermine the accuracy of your data and negatively impact your sales and marketing efforts.…
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mass merge duplicates

The Power of Deduplication

Data duplication is a common challenge faced by organizations using Salesforce. Duplicate records can lead to wasted resources, inaccurate reporting, and a disjointed customer experience. To overcome this hurdle, deduplication becomes essential. Deduplication is the process of identifying and merging duplicate data within Salesforce, ensuring data integrity and improving overall data quality.

enable zaapit layout editor

Setting your user as the app’s admin in ZAAPIT for Salesforce

You shoud do that if you can’t see the Mass update/actions all buttons: Please mark the layout editor checkbox and unmark the view editor checkbox for your user, add the fields to the layout if you can’t find them under your user, after doing that you will be able to create a merge job.

alternative to excel connector

Looking for an alternative to salesforce excel connector? (for Mac and Windows?)

Looking for a  Mac/Windows alternative to the retiried Excel Connector? Many companies used salesforce excel connector + Microsoft Excel for bulk updates and general data maintenance tasks. The constant process of exporting segments, identifying issues, performing refershes, and re-importing that data back into Salesforce is extremely time-consuming and prone to complications.

adding a user to the zaapit license

Adding a user to your ZaapIT Tools license

To add a user to your ZaapIT Tools license, go to the user details page: Salesforce setup> manage users> users> search for the user and click the record that you want to view and do the following: 1. Add the zaapit tools package for the user under the relevant related list: 2. Add the ZaapIT…
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ZaapIT manage license

How to assign a user license to another user in ZaapIT for Salesforce:

Do the following to assign/transfer a user-license to another user, you can manage it via installed packages of through the user-details page. Through the user-details page:

Track Field History for Tasks

Track Field History for Tasks for Salesforce

A lot of Salesforce users & admins have asked for a task history tracking option in Salesforce in order to track status & comment changes or to generate global usage/trend report.It is now possible to do that with the following app & package, just install ZaapIT + History Tracking package (3 steps):

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