group and update

Understanding the data you have in Salesforce CRM is a huge piece of the data management puzzle. Being able to effectively filter, group, and analyze your data is critical for reporting, data maintenance, and decision-making across your whole organization.

Insycle's Group & Update module for Salesforce makes it easy to drill down into your data to understand what you have in each field and analyze it. Using Insycle, you can explore field values and unearth important stats, drill down into individual records, and generate reports on your Salesforce data.

Table of Contents

Use Cases

Sample Use Case: Analyze Data, Group By Stats

Quick Summary

With Insycle, you can use smart rules to filter and analyze your data, group by stats for specific fields, and generate helpful reports on your Salesforce CRM data.

It's simple. First, you select a field that you would like to analyze. Insycle will generate a list of all values that are contained within that field and tell you how many times each specific value appears, and may also provide additional stats depending on the field type. This gives you a top-down view of the values in each field while allowing you to drill down and view the underlying data.

Using the Group & Update module you gain a deeper understanding of your data and generate valuable reports to help improve decision-making.

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.

Templates

With your Salesforce Group & Update 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 or analyze 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.

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 the data that you import.

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