Tuesday, February 28, 2023

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.

Naturally, companies look for solutions to bridge the gap between Microsoft Excel and Salesforce and cut out some of that tedious work.

Now you can use ZaapIT's native app to do every data maintaince task right inisde Salesforce:


Manage Duplicates and general data cleansing


Merge Jobs



Manual Mass Merge






Bulk Updates and Bulk Format



Advanced views with inline edit, chars and more





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.

 

https://sc2.zaapit.com/pdf/ZaapitTools__User_Guide.pdf

 

Mark only 1 checkbox (the enable zaapit layout editor checkbox), add the fields to the layout if you can’t see them:


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