Data Management Blog for Salesforce

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mass convert all leads for salesforce

Mass Lead Convert in Salesforce lightning LEX

The following example will demonstrate how to perform bulk lead conversions in Salesforce Lightning Experience (LEX). This process allows you to mass convert multiple lead records in bulk and merge them with existing or matching contacts and accounts. The application utilizes the lead’s email address and company name to identify and match existing contacts and…
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Mass emails for Salesforce

Sending Bulk Emails to every Contact / Lead

Do you want to send bulk emails to every Contact or Lead in Salesforce and track the open rate?

Automatic Lead convert in Salesforce

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 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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mass update all rows

How to set new value in bulk using formula

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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How to prevent duplicate contacts in Salesforce?

To prevent duplicate contacts, accounts, and leads from entering Salesforce, follow these steps. Duplicates can cause significant issues in your data integrity and operational efficiency. By implementing these measures, you can maintain a clean, accurate database, ensuring that your sales, marketing, and customer service teams have access to reliable information. This guide will walk you…
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Stop duplicate contacts accounts and leads from entering into your Salesforce

Stop duplicate contacts accounts and leads from entering Salesforce

You can stop users from creating duplicate contacts by creating a duplicate rules inside Salesforce. this process is usually not recommended for leads, cases and other use cases.

Conditional Styling for lists in Salesforce’s

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.

Update / Delete data in in bulk

If you are looking for an app that can perform mass actions on data stored in then you reached the right place.

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