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Insycle for Salesforce
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