Data Action Platform

All the bulk data actions you’ll ever need in Salesforce

Boost productivity with the most complete bulk data action solution for Salesforce. No more switching between multiple apps, components or the time-intensive use of Data Loader, but a single solution, backed by a highly configurable and secure framework.

Why choose Data Action Platform

Work smarter
Boost productivity
Drive Salesforce adoption

Boost productivity and save time

Save time and increase productivity with mass actions such as updating, deleting, assigning tasks, converting and assigning ownership. Find the records you need within seconds by using the extensive filters and adjust any number of records by running a batch job.

Drive Salesforce adoption

Stop end-users from using Excel or any other solution outside of Salesforce for adjusting records. Empower end-users by granting them access to mass actions anywhere in Salesforce, apply custom limits, and apply permissions per user profile.

Smarter revenue operations

Increase the quality of leads by executing mass actions on lead imports and accelerate speed-to-lead by creating follow-up in bulk. Balance territories in minutes and distribute records based on any profit maximising logic. The are so many use cases for marketing, sales and support operations. Go ahead and discover your own!

Included

Action Library

Mass Delete
Mass Update
Mass Convert
Mass Create Task
Mass Assign Ownership
Create Account Hierarchy
Clients
Trusted by top global brands

Enjoy our Platform-power

All data actions are backed by a highly configurable and secure framework, which is Large Data Volume (LDV) ready. It operates within the safe boundaries of Salesforce and in case of any incidents, root causes are identified quickly in the audit log. To prevent future incidents, improvements in access to bulk actions can be made per user profile.