Grid Edit Module Overview

The Grid Edit module for Salesforce allows you to filter and in-line edit data flexibly and powerfully. Being able to quickly edit and correct data for updates and fixes is critical to keeping your CRM data healthy.

But updating your data can be difficult. Editing data inside of your CRM is often too time-consuming. Filtering data down to specific slices is difficult. Then when you update, you need to open individual records, find the correct field, and edit it every time that you need to make an update in your CRM.

Making corrections and updates in Excel isn't a walk in the park, either. It can take a lot of time to export the right slice of data, identify issues, and manually correct them. Then you re-import and hope that there are no issues.

With Insycle, editing and updating data is simple yet powerful with the Grid Edit module.

Table of Contents

Use Cases

Sample Use Case: Quickly Edit and Correct Data

Quick Summary

With Insycle for Salesforce, it is easy to filter data using any field, then manually update data by hand using simple in-line editing.

To do this, use the Grid Edit module. First, you set a filter that tells Insycle what fields and records you would like to edit, based on rules. You can filter your Salesforce data using any field.

Then Insycle loads your data in a convenient table-style editor, where you can quickly edit individual fields with ease. The data that you filter can be exported once or on a continuous set schedule, directly to your own, or a teammate's inbox.

Salesforce Record Types Supported:

Insycle supports the following Salesforce record types:

  • Contacts

  • Accounts

  • Leads

  • Opportunities

  • Custom Record Types

You can select the record type that you would like to import at the top of the Grid Edit module screen.

Salesforce supported record types

Templates

With your Salesforce Grid Edit settings set up and running smoothly, you can then save your settings as a template. With a template, all of your settings are saved including field mapping, functions, import modes, etc.

Then, any time that you need to edit similar data and select the template, these settings will be automatically loaded, saving your time.

To create and save a new template, you click the “+” symbol on the right-hand side of the template banner.

template save

After creating the template, you must save the template by clicking the save icon on the far right-hand side of the same menu.

Automation

You can set up ongoing data maintenance automation with Insycle on the module level, or using Recipes.

Audit Trail and History

The Activity Tracker lets you review all changes made to Salesforce data through Insycle. At any time you can download a CSV report of the operation and records affected.

Customer Data Health Assessment

The Data Health Assessment surfaces data quality issues that negatively impact your marketing, sales, and support efforts, and guides you through the process of fixing them. Here, you can keep an eye out for issues in your CRM data on an ongoing basis.

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