Eliminate duplicates & improve data quality like never before
ZaapIT for Salesforce Extension
🍒The app can ensure that non-duplicated phone numbers from duplicate contacts are not lost; instead, it can automatically keep them in different phone fields🍒
🍑The app offers a wide array of data management features such as mass merge, scheduled merge, Mass Actions, Mass emails, Undo merge, Excel-Like experience for grids, maps, and more. The app is compatible with any Salesforce version (classic & lightning) and can handle any Salesforce object. 🍑
🍍Main Features 🍍
✔ Mass Merge: Merge multiple records into multiple-uniques, keep key data and related information (combine / copy if empty / merge and copy into field/keep all phones/ keep all emails).
✔ 🥊Auto Merge, Scheduled Merge Jobs and reports: run daily / hourly / automatically, works with any object (custom objects, opportunity, cases, etc)
✔ Selective-Merge
✔ 🥊Bulk Actions: Mass Merge, Mass Update, Mass Delete, Mass Clone, Mass create, Mass convert, Mass Inline Edit, Mass Format (lowercase/proper case/etc), Mass Find and Replace, Mass Editor, ETL.
✔ 💪Excel-like experience for tabs, grids, and related lists; can be used to manage forecasts
✔ Auto lead conversion - auto convert based on matched record or condition
✔ Custom / fuzzy dedupe
✔ Email validation and verification + bounce detection
✔ Advanced Import with duplicates avoidance with advanced options i.e. a lot more advance than dataloader
✔ 🍊🌿Undo actions, Fast & Easy unmerge records, Audit Logs, Backup files🍊🌿
✔ Search, sorts, filters, groupings
✔ Smart Related list: ZaapIT's merge & convert related list & field-data (field-combine-rules with merge strategy options).
✔ Cross object duplication cleansing: leads & contact, leads & accounts, custom object & custom object (multi-field support).
✔ Bulk Emails
Main De-duplication Reports / tabs that are available in the app:
✔ Jobs: scheduled report, custom dedupe, import jobs / daily - hourly jobs / findids, scheduled merge.
✔ Find matching records - AI based de-duplication report, an admin can generate full duplicates report.
✔ Similar leads / contacts report - same name / email
✔ Leads with a Matching Contact or Account: same name/ email / company & account.name
✔ Merge duplicate for attachments (save space)
Demo video: https://www.youtube.com/watch?v=VzjyR61GB_U
Video Guides: http://www.zaapit.com/page/Videos
Relevant searches: bulk update, bulk edit, bulk merge, import, bulk import, bulk convert, bulk delete, undo merge, undo bulk update, undo bulk delete, duplicates cleansing, duplicates cleaning, clean duplicates, duplicates removal, data deduplication, CRM Data Cleansing, mass actions, devtools, data loader for Salesforce, mass data editor for Salesforce, salesforce mass editor, salesforce editor, salesforce data management, salesforce duplicates management
Source Manifest.json
How to download and manually install ZaapIT for Salesforce extension for Chrome
Looking for a way to install ZaapIT for Salesforce extensions for Chrome, you can search for them in the Chrome Web Store, clicking the "Add to Chrome" button, and following the straightforward process.
However, you may need to install ZaapIT for Salesforce extensions manually, this article outlines two simple methods to effortlessly install ZaapIT for Salesforce extensions, whether they come as unpacked folders in compressed formats like .zip or as .crx files.
Method 1: Download ZaapIT for Salesforce extension and manually install through Drag &Drop
If you ever need to manually install a ZaapIT for Salesforce extension for Chrome, don't worry, it's a simple process. Just follow these easy steps, and you will have your extension ready to use in no time.
Step 1: Download the ZaapIT for Salesforce Extension by clicking the "Download CRX" button on the website.
Look for the ZaapIT for Salesforce extension you wish to install. Go to the website and download the ZaapIT for Salesforce extension package, which is usually a .CRX file and comes in a zipped file. Here ".crx" file is the format for ZaapIT for Salesforce extension that contains all the data.
Step 2: Extract &Arrange Files
Once the file is downloaded, extract that file into its own folder. Similarly, give that extension files a permanent home. In other words, keep it in a folder that you don't accidentally delete it because these files will be needed to make that extension work.
Step 3: Go to the Chrome Extensions Page
Open Google Chrome and in the address bar, type chrome://extensions; it will open the Google Chrome extensions page. Make sure that "My extensions" is selected in the sidebar.
Step 4: Drag and Drop the Extension
Now, go to the folder where you extracted the ZaapIT for Salesforce extension and drag &drop the extension file from there anywhere onto the extension page within Google Chrome.
Step 5: Complete the Installation
Once you drag and drop the extension file, follow the steps that Google Chrome takes you through. Similarly, if the extension file is of .crx file format, you will be required to review the permissions and then add the extension.
Now, you can manage that added extension as you would like to with any other Chrome extension that you added through Chrome Webstore. Its icon will also appear in the Google Chrome Menu on the right side of the address bar once you activate it.
Method 2: Download ZaapIT for Salesforce extension for Chrome and install in Developer Mode
This is another method to install ZaapIT for Salesforce extension manually, but the twist is that here, you install by enabling the developer mode option provided in Google Chrome. This mode is commonly used for testing extensions or running unpublished tools.
Step 1: Download the ZaapIT for Salesforce extension file
Select and download the ZaapIT for Salesforce extension by clicking the 'Download CRX' button on the website.
Step 2: Extract the downloaded contents
Convert the file to a ZIP file if it is in CRX format then extract the ZaapIT for Salesforce extension zip file or folder that you downloaded. Make sure you extract it using the same folder name and keep it safely in another folder, so you don't delete it by mistake. The extracted folder will be needed to keep your ZaapIT for Salesforce extension running.
Step 3: Open Chrome Extension Setting Page
In the address bar of Google Chrome, type chrome://extensions and open the Chrome Extension Page.
Step 4: Enable Developer Mode
After opening the Chrome Extension page, look at the top right side, and you will find the toggle option of "Developer mode."Simply enable that developer mode option.
Step 5: Load the Unpacked Extension
Once you enable the developer mode option, you will see the menu of Load Unpacked, Pack Extensions and Update. From that, select the option "Load unpacked."
Step 6: Select the Extension Folder
Once the pop-up opens upon clicking Load unpacked, select the ZaapIT for Salesforce extension directory and click on the "Select Folder "button.
Step 7: Confirm and Install
After you select an extension folder of a Google Chrome extension you're installing manually, confirm its installation for the final time and let the installation complete.
Conclusion
Here we've made a step-by-step guide on How to manually install ZaapIT for Salesforce extension in 2 ways. We hope this guide proves helpful.
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