Data Action Platform for Salesforce
Installing DAP- Install DAP
- Set up DAP in Salesforce
- Add the Action Launcher to Leads, Accounts and Contacts
- Add the Action Launcher to other objects
- Grant access
- Add the Action Grid to Leads, Accounts and Contacts
- Add the Action Grid to other Objects
- The DAP Setup page
- Your license
- DAP features per license
- Updating your license
- The Action Library
- Macros
- Importing and Exporting Macros
- Excluding Fields from Editing
- Chunk Size
- The Audit Log
- DAP Settings
- Create your own actions with Apex Classes
- Execute an action in list view
- Execute an action with DAP Job
- Applying a DAP Job to Report results
- Scheduling a DAP Job
- Direct Action
- Macros
- Field Variables
- Start an Action in a Flow
- Start an Action from an Apex Class
- Ask ChatGPT action
- Assign Ownership action
- Create Tasks action
- Find & Replace action
- Mass Convert action
- Mass Delete action
- Mass Update action
- Rollup action
- Run A Flow action
- Run An Apex Class action
- Set Account Hierarchy action
- DAP Action Grid
- Add the Action Grid to Leads, Accounts and Contacts
- Add the Action Grid to other Objects
- Accessing the Action Grid
- Using the Action Grid
- Assign Ownership use case
- Create Tasks use case
- Find & Replace use case
- Mass Convert use case
- Mass Delete use case
- Mass Update on Report Records use case
- Run A Flow use case
- Set Account Hierarchy use case
- ChatGPT use case - Assign Cases to Departments
- ChatGPT use case - Assign Departments to Contacts
- I don't see the Action Launcher
- Can I undo Mass Delete?
- I get an Unknown Property error
- I can't add the Visualforce page I created
- No access to DAP Apex Classes
- Can't find flow for Run a Flow
- I get an 'Apex Class Invalid' error
- No results found when running DAP Job on report
- Report not available for DAP Job
- Rollup does not work with certain Activity fields
- Cannot activate Direct Action
- Action Grid or other page does not load
