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

Get ZaapIT app Now!

Bulk Updates and Bulk Format

Advanced views with inline edit, chars and more

Get ZaapIT app Now!

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:

                                      Get ZaapIT app Now!

Track Field History for Tasks / Activities in Salesforce Lightning

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.

Installing ZaapIT History Tracking (3 steps):

1) Install  Smart-Tables / Smart-Activity-manager from the AppExchange.

Get ZaapIT app Now!

2) Install the below ZaapIT history extension package:

Use this URL to install the package into any organization:
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1p000000Niyi

Use this URL to install the package into any Sandbox:
https://test.salesforce.com/packaging/installPackage.apexp?p0=04t1p000000Niyi

3) Add the history grid to the page layout as a tab (use zaapit_tb_task_rl1 page).
https://www.youtube.com/watch?v=-ly2C_aI7PA

Track field history for tasks in Salesforce lightning

Adding the history tracking tab to the page

Sending Bulk Emails to every Contact / Lead

Did you ever wanted to send bulk emails to every Contact / Lead in Salesforce?

On September/2017 we added that ability to our list of features - no more switching to next page...

Sending bulk emails:

1. Create a Salesforce email-template (via setup>filter> email templates), make sure the template have a text version + a description (the app uses that information when it creates the an activity log)
2. Open the Smart-mass-update>contacts or leads tab
3. Use an existing view or create a new view with the relevant filters i.e. in order select the relevant leads / contacts for this email campaign ...
4. Mark the "all" checkbox and click the Mass Email button (on the list-top)
5. Select your template from the list for available templates
6. Click the Send - All Rows button (you will receive a batched email summary once done).
7. After the emails were sent use the "HTML Email Status Report" to monitor user interaction.
   https://XXXX.salesforce.com/00O?rt=11&interval_q=last30&break0=EMAILTEMPLATENAME&sort=OPENED&sortrir=down&details=yes&format=t

Sending emails in bulk to every contact / lead

Try ZaapIT for FREE!

Mass Lead Convert in Salesforce lightning LEX

The following example will show you how preforms bulk lead convert in Salesforce lightning (LEX).

The below process can convert multiple leads records in bulk and merge them with existing/matching contacts & accounts (the app uses the lead's email & company name to find existing/matching contacts & accounts).
This process pulls all the lead's fields & related information automatically places/merge it the with the right record...

Try Smart-Mass-Update for FREE!

Mass Convert leads in Salesforce lightning

Automatic Lead-convert in Salesforce

The following example will show you how to setup an automatic lead-convert process with a custom convert criteria.

The following auto lead convert process does not create duplicate contacts / accounts (it uses to lead's email & company name to find existing contacts & accounts - similar to our mass convert actions).
You can disable/enable the auto-duplicate detection and the creation of new opportunities (disabled by default)...

Creating an automated lead conversion process with a custom convert criteria:

Try Dedup-Manager for FREE!

Process builder - automated lead convert criteria

Process builder - automated  lead convert process

Account Hierarchy / Customer-View in Salesforce

Did you ever wanted to offer your clients an upsell or cross sell deal? Did you ever wanted to see the key insights of a multi-accounts customer?

Multi-Objects Account Hierarchy in Salesforce (Customer-View):

Try our Smart Grids for FREE!

Fuzzy de-duplication via a formula field in Salesforce

The following example will show you how to setup a fuzzy duplicates detection list-view with a mass-merge option..

Creating a custom fuzzy text formula & using it to Mass Merge your duplicate records:

Try Dedup-Manager for FREE!

Fuzzy Detection

The Result

Set a new field value in bulk by using a custom formula on a subset of your records / all records (without coding)

The following example will show you how to set a new field value in mass by using a custom formula on a subset of your records / all your records (across all the list-pages). The following process can work on any object & field - we built the following example for a custom "SLA" field located under the standard Account object.

Creating a custom formula & using it in Mass:

1. Optional Step: Backup your data via Setup>Data Management>Data Export (you will be able to revert / compare)
2. Create an update-action-process using Salesforce's process builder and add the desired formula to populate your field (setup>create>Workflow & Approvals>Process Builder> use the update record action):

3. Go to smart-mass-update>accounts tab & click on the mass update button:

Before the update:

Choose the same field you chose in step#2 & mass update all the rows (grid filters will be respected):

The result:

5. Disable the process/flow - in case you don't need that for all the rows.

Mass update in action:

Try Smart-Mass-Update for FREE!

Deduplicate your records by using a custom data-formula

The following example will show how to dedupe your data by using a custom formula (10 chars from the name + 5 chars from the phone number). In case you only need to you add a second field to the de-duplication report/process then just change the grouping statement (e.g. "group by name, phone" under custom settings).

Creating a custom formula to de-duplicate your data:

1. Create a custom text field (250 chars) for the relevant object via via setup>"object name">fields>create custom field .... in the following example I will use the account object and I will create a custom field named "SLA Serial number".
2. Build the formula to populate your field via process builder (setup>create>Workflow & Approvals>Process Builder> use the update record action):

3. Go to smart-mass-update>accounts tab & mass update the "SLA Serial number" field:

Before the update:

Choose the field & mass updating all the rows (filters will be respected):

The mass update result:

4. Create a custom dedup tab - follow the below video and use your new custom field (instead of website):
https://www.youtube.com/watch?v=bQ-ee2jO0w4

5. Once you verified that the formula separates your data to "right" duplicates row-sets then you can start to mass-merge those duplicates groups (mass merging starts at 00:23):

Try Dedup-Manager for FREE!

Update / Edit / Delete data in Salesforce.com in bulk

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

Smart-Mass-Update™ for Salesforce.com

by Rene Ford

Main features:

• Bulk Update
• Bulk Delete
• Mass Create sub-records
• Mass Add in place
• Mass Clone
• Mass Convert
• Mass Inline Edit (excel style)
• Mass Email via Salesforce's Template & outlook.
• Conditional Styling (color and field / color based on formula / condition)
• 100% Native app

Try Smart-Mass-Update Now for FREE!

Stop duplicate contacts accounts and leads from entering into your Salesforce - How to Guide

by Rene Ford

1. Create Duplicate Matching Rules: Setup > Data.com Administration >  Duplicate Management  > Matching Rules
2. Create Duplicate Detection Rules:  Setup > Data.com Administration >  Duplicate Management > Duplicate Rules.
3. To clean all the existing duplicates use dedup-manager.

Dedup-Manager in Action:

Dedupe dashboard / charts:

Dedupe sub tabs (eliminate existing duplicates):

Get DEDUP-Manager Now!

Conditional Styling & formatting for grids in Salesforce's

Add custom colors, images & style to your Salesforce's grids 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.

by Rene Ford

Conditional Styling in Action:

The following video color new lead rows in green and add the rule as legend.

Get Smart-Mass-Update Now!

Update / Delete data in Database.com in bulk

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

Smart-Mass-Update™ for Database.com

by Rene Ford

Main features:

• Bulk Update
• Bulk Delete
• Mass Create sub-records
• Mass Add in place
• Mass Clone
• Mass Inline Edit (excel style)
• 100% Native app

Get Smart-Mass-Update Now!

The easiest way to convert and merge multiple leads in bulk - Mass Convert Leads

The weekend is approaching and you have a lot of leads that you need to convert into new contacts/accounts or merge them with existing contacts/accounts. Instead of doing the hard & manual work by yourself what you need is a tool that will convert & merge those leads in bulk into new / existing contacts i.e. without creating duplicate records.

The easiest mass convert & merge tool ever created for Salesforce  - DEDUP-Manager™:

by Rene Ford

1. Avoid from creating duplicate contacts: the tool offer you the option to find existing contact by using the lead's email address as reference.
2. Avoid from creating duplicate accounts: the tool offer you the option to find existing account by using the lead's company name reference.
3. Use the lead's information in an optimal way: Transfer the lead's data / related information (tasks/events/notes/etc) to the new contact / account.
4. Create new opportunity: the tool offer you the option to create new opportunity for the new contacts in mass.
5. Changing the owner: the tool allow you to specify a new owner or to use the lead-owner for the new leads, accounts & opportunities.
6. Lead Status: the tool allow you to change the lead's status for the converted leads in mass.
7. Mass Update / Edit the converted records: Mass Update / Edit the converted records in bulk as a touch-up, or even use the mass create options to create new tasks /events/ sub-records...

Mass Convert in action

Get DEDUP-Manager™ Now!

Get DEDUP-Manager™ Now!

Tags: mass convert, mass merge, mass update, bulk update, mass update Salesforce

Mass Update - How can I modify existing Price Book data in bulk / mass in Salesforce

Mass Edit your price book entries in Salesforce the easy way - A guide to success!

You spent days in creating your Salesforce price book entries by visiting each entry / product one by one or by creating a few CSVs files and uploading them to Salesforce via Salesforce's data loader (Enterprise Edition+) . But now you need to update the prices (& other information) instead of doing that yourself  by visiting each record one by one or instead of uploading a new CSV file and try to avoid duplicates / creating deprecated products again all you need to do is to install the Smart-Mass-Update™ app from ZaapIT and create a new price-book-entries tab (via the grid manager) and you are good go.
The new Smart tab will enable you to mass-inline-edit & mass-edit your data with ease.

Get Smart-Mass-Update™ / Smart-Tables Now!

Bulk Update - End of Quarter is BACK! Is there an easy way to Mass Update Opportunity stage & close date in bulk?

It is end of quarter again and you have a lot of open opportunities you need to close or transfer to the next quarter / year. What is the best & easiest way to update those opportunities in bulk?

The 7 golden features of a great mass update tool:

Rene's way to success

1. Update Multiple fields in bulk: let's assume that you have created a view/grid with all the open opportunities ending in the current quarter, updating the opportunity-close-date or the opportunity-stage via a single-field-mass-update tool will remove the updated rows from the current view and won't give you the chance to update the second field, this behavior will enforce you to create multiple views in order to cover all the angels!
2. Bulk update unlimited number of rows: mass update 50/100 rows at the time is better then updating the rows manually but it tends to be very frustrating. A great mass-update tool must respect the search & filters when you do a mass-update for all rows.
3. Mass inline edit: every mass-update tool that respect your time & clicks must have a mass inline edit mode. The mass inline edit mode presents your data / records in a spreadsheet like mode which enables you to do quick refinements on multiple rows at once and then enables you to the save all your changes in a single click. A great tool will also have search & replace option similar to excel, this kind of feature could be a very handy feature e.g. replace only the year or month for a close-datefield.
4. Mass Create: at the end of every a muss update process you should ask yourself  - what next? should I tell someone about the change by creating tasks in mass or should I add a different related-object for those records I just updated in bulk...
5. Mass Delete: every mass-update tool that allow you to create records in bulk must allow you to mass delete those records i.e. allow you undo your changes. A great tool will even move those deleted record to the recycle bin.
6. Search, Sorts, Filters & Views: the ability to create your own custom "report like" views with custom filters, sorting & fields is very important - this kind of features will allow you to continue your work tomorrow / next week / after the holidays.
7. Export / Save your data as a file: The ability to export the current records & save them as a file is a very valuable feature i.e. in case you would like to compare the before & after (of bulk update) or even to undo your changes e.g. in case you / someone else changed their mind.

The tool I'm using in my Salesforce is Smart-Mass-Update™ by ZaapIT.com - it has all the above features and much more.

Get Smart-Mass-Update™ / Smart-Tables Now!

Tags: mass update, bulk update, mass update Salesforce

Mass Create Tasks / Any Objects in Salesforce - The easy way

 Filter, mark & create in bulk

The below video illustrate how to create tasks in bulk for the selected contacts with an option to refine / control the result (via a preview page).

How it works:

Get the Smart Mass Create / Update for Salesforce Now!

Preview:

Mass Create Tasks / Objects

Bulk create for Salesforce!

Close Multiple Cases with Comments

Close Multiple Cases with Comments - The easy way

Close & add custom comment & reasons in mass / per case with Smart-Tables

Close multiple cases in bulk in Salesforce!

Post Install steps:

1. Create a Smart-Tab  for Cases (page 24 in zaapit's user guide).
2. Add the relevant fields to the layout.
3. Contact ZaapIT's support to create the comments-field & custom settings.

Preview:

Track Field History for Tasks / Activities in Salesforce

Track field history for Tasks / Activities in Salesforce like a PRO

- How it works - 

* Includes: Mass Mass Update, Mass Edit & more

Installing ZaapIT History Tracking (2 steps):

1) Install  Smart-Tables / Smart-Activity-manager from the AppExchange.

Get ZaapIT to Track Task History in Salesforce!

2) Install the below ZaapIT history extension package:

Use this URL to install the package into any organization:
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1p000000Niyi

Use this URL to install the package into any Sandbox:
https://test.salesforce.com/packaging/installPackage.apexp?p0=04t1p000000Niyi