Data Action Platform empowers admins and end-users with the ability to perform a mass update, mass delete, mass convert, mass create a task and many more actions. DAP will continuously offer more actions, and you will be able to add your own in the future.
One of our basic but effective actions is Mass Delete. Clean up your data by swiftly deleting a double import or similar. You can opt to skip the recycle bin if you wish for total deletion.
There are so many use cases for this, we are sure you can think of a few in your own Salesforce org. Mass update records with new values for one or more fields, all with a few clicks.
Mass Convert your Leads to Contacts and, if you choose, Opportunities. To save as much time as possible you can choose to convert them as Contacts for an existing Account or create a new Contact and Account. Same goes for Opportunities: don't create an Opportunity, convert them all to the same Opportunity (new or existing) or create a new Opp for each convert in your run.
Save time when following up on events by mass-creating tasks for a selection of records. Now your sales team is even faster in their follow-up, boosting their conversion chances.
Use the Mass Assign Ownership action to assign ownership of records to users, groups or queues, dividing the records evenly between users or based on a custom distribution.
Use the Find & Replace action to find records with a specific (full or partial) value in a field, and replace them with a given value or field variable in bulk. Then, on the found records, the value that was searched for can be replaced with a set value, or with a field variable that then enters a different value per record.
See how accounts are related and change the hierarchy of multiple accounts in one go. Define the hierarchy for a selection of Accounts via a drag & drop-interface.
Use the 'Run A Flow' action to execute your flows as a DAP action. Apply a flow to multiple records in one go. Let your end users run the flow, dependent on their action assignment settings, instead of needing an administrator. Run a flow in DC job results, for example, to extend the options for master record rules.
You asked for it and Plauti delivered – now you can get hands on with writing your own custom processes using Apex Class. After tweaking your perfect action, just add it to your library for quick access in the future.
Start saving even more time! Do you find yourself configuring the same action over and over? Or do you want several users to be able to execute identically configured actions? Set up a Macro: a predefined action that can be reused. Select an action type, define which fields and values should be used, and save it for future use.
Add the Action Launcher button to your List View pages to access your actions. Select records, press the button, select and configure your action and go! Increase your speed to lead and lessen the burden on your admins by ensuring sales, marketing, and support teams can prepare small sets of data themselves.
Add the Action Launcher button to any Dynamic Related Lists to access bulk actions right from the record page layout, like Mass Update, Find & Replace, or Assign Ownership.
Run data modification jobs on large sets of data. Use the advanced filters to create a subset of records. Choose and configure a data action, and run a batch job in the background. For example, scrub leads imported after a campaign or event, reassign ownership of leads and accounts due to changes in a team or one of the many other use cases. Allow access to your admin and operations teams or open it to everyone, your choice.
Schedule a preconfigured DAP Job to run at a set frequency and time. Schedule them for a single event or recurring occurrence.
Provide easy access to your actions from a record, list view, or job. Determine per user and/or user profile which objects and which fields can be adjusted. Set a maximum number of records to alter to prevent large-scale data loss.
Conform to internal security & compliance requirements: See which actions are performed per user, per action, or per record. Diagnose performance issues, reconstruct account activity during an incident review and notice suspicious activity when it starts.
"AskChatGPT" opens up a new world of possibilities. With this feature, you can implement prompts into any Salesforce process or flow. Use "Ask ChatGPT" to gather information about a company in your database and populate it's findings in the description field. Or, use it to assign cases to a department in your organization based on the description field. These actions can be performed manually for a single record, or automated to handle multiple records at a time.
Action Grid offers an advanced approach to managing records in the list views that goes beyond what Salesforce provides. It comes with excel-like capabilities that enable interaction with large datasets such as inline editing and copying row values.
Admins can also create shortcuts to the DAP actions of their choice. Fewer clicks for a larger amount of data ensures quicker and easier data update and handling.