Insycle for Salesforce

Manage Salesforce data records: Contacts, Accounts, Leads, Opportunities, Custom salesforce.com

14 articles in this collection
Written by Chen and Ryan Bozeman

Common Use Cases

Deduplicate Salesforce & HubSpot While Keeping the Sync Active

Using custom fields, deduplicate both platforms without breaking the sync using Insycle

Written by Ryan Bozeman
Updated over a week ago

Deduplicate Across Salesforce Leads and Contacts

Salesforce cross-object deduplication for leads and contacts

Written by Ryan Bozeman
Updated over a week ago

Bulk Convert Leads to Contacts & Accounts In Salesforce

Mass convert Salesforce leads to contacts in bulk or automatically in flexible ways.

Written by Ryan Bozeman
Updated this week

Lead to Account Matching In Salesforce

Link and directly associate leads to accounts in Salesforce, without having to convert the leads. Link in bulk and automatically.

Written by Ryan Bozeman
Updated yesterday

Troubleshooting Salesforce Custom Fields

How to use Salesforce custom fields with Insycle. Why can't I see custom Salesforce fields?

Written by Chen
Updated over a week ago

Connecting Salesforce Sandbox Instance

How to test with Salesforce sandbox instance to Insycle

Written by Chen
Updated over a week ago

Modules Overview

Salesforce Merge Duplicates Overview

How to merge duplicate contacts, leads, accounts, other objects in Salesforce, in bulk and automatically

Written by Chen
Updated over a week ago

Salesforce Transform Data Overview

Format, standardize, map, and update in Salesforce using functions (names, phones, address, etc.)

Written by Ryan Bozeman
Updated over a week ago

Salesforce Magical Import Overview

Insycle’s Magical Import module for Salesforce provides unparalleled data import control

Written by Chen
Updated over a week ago

Salesforce Bulk Operations Overview

Bulk update, delete, link, and convert Salesforce records in bulk and automatically.

Written by Chen
Updated this week

Salesforce Cleanse Data Overview

Explore which Salesforce fields are used, see a breakdown of their values, and fix inconsistencies.

Written by Chen
Updated over a week ago

Salesforce Group and Update Overview

Create updateable reports for analysis: Group by any field, view stats, update in bulk.

Written by Chen
Updated over a week ago

Salesforce Grid Edit Overview

Streamline data edits, corrections, and collaboration on Salesforce CRM data using inline edit and templates.

Written by Chen
Updated over a week ago

Salesforce Data Validation Overview

Identify records with incomplete data, share data exceptions and validations with team.

Written by Chen
Updated over a week ago