Sunday, November 15, 2015

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:



Wednesday, October 28, 2015

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.

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




task history tracking

Tuesday, October 27, 2015

FREE Seats for NGO / NFP orgs for Smart-Tables / Smart-Mass-Update / DEDUP-Manager / Smart-Activity-Manager

ZaapIT has started to give away a FREE-5-seats license to the first 50 NGO / NFP organizations that will install one of the following apps: Smart-Tables / Smart-Mass-Update / DEDUP-Manager / Smart-Activity-Manager.
To claim your FREE-5-seats license just contact ZaapIT's sales after installing the app(s), please attach to that email an IRS / governmental form stating your NGO / NFP status.







Thursday, October 22, 2015

De-Duplicate your Salesforce data with DEDUP-Manager

Are you still wasting your time working on duplicated leads / contacts / accounts?

- Watch the video - 

* Includes: Mass Merge - with related lists, Auto Mark rows (Delete Dups). Selective merge, Mass Convert, Global Detection, Auto Detection






Thursday, August 27, 2015

Manage your Task, Events & Projects with ease on Salesforce

Managing your tasks & projects could be a tedious task - why not make it fun and easy experience for everyone?
- Watch the video - 

* the app can work with any project/tasks objects created by you or installed from the AppExchange






Friday, July 3, 2015

Notes & Attachments report on Salesforce

Everyone knows that Salesforce doesn't let you to create a report of Notes and Attachments. But what if you need to see, let's say, all Notes that were added to your Accounts / Opportunities over the last year? And furthermore, want to update a couple of hundred notes without having to click into each and every one of them?

Hint: use the 
Smart-Tables / Smart-Mass-Update app for Salesforce.


Below are some live screenshots:
Notes Manager - preview & filters

Notes Manager - Mass inline edit

Notes Manager - mass edit note body 

Attachment manager - Preview & filters

Attachment manager - Mass inline edit

Attachment manager - description edit






Sunday, June 14, 2015

Breaking the sound barrier for bulk updates

Every Salesforce consultant / developer can tell you that Salesforce has a lot of development constrains aka limits - the most common one is the bulk update / insert limit (aka DML limit) which limit you to 10,000 rows per request/execution on custom code.

A couple of days ago ZaapIT announced that its R&D team managed to break the 10,000 row limit for bulk updates in a single shot/click, this announcement is making ZaapIT's apps the only native apps that can perform unlimited bulk-updates of rows in a single click. 

Try the new unlimited mass update app for Salesforce.