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duplicate records report in Salesforce

Generating duplicate records report in Salesforce

Have you ever attended a convention, collected a wealth of promising new customer data, and eagerly imported it into your Salesforce system, only to realize later that some of these new records might be duplicates of existing ones? If so, you’re not alone. Many business professionals, like yourself, face the challenge of maintaining a clean…
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how to move tab's settings to production

How to move a Zaapit tab to Salesforce production

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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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.

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