Data Action Platform for Salesforce

• What is DAP?

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

Configuring DAP

• The DAP Setup page
• Your license
• DAP features per license
• Updating your license
• Linking a Sandbox org to your DAP 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

Using Actions

• 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

The DAP Actions

• Ask ChatGPT action
• Ask ChatGPT Vision 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

The Action Grid

• 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

Videos

• 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

Release Notes

• DAP General release information
• Release Notes Data Action Platform

Troubleshooting

• I don't see the Action Launcher
• Action Launcher does not work
• 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
• DAP Analytics not shown