According to current statistics regarding automation in business processes, 86% of marketers consider “ease of use” to be the most important factor when evaluating automation tools. Three-quarters of marketers say the biggest benefit of automation is saving time. Four out of five users increased their leads by using marketing automation software and almost as many (77%) saw an increase in conversions.

 

In this article we are going to review 10 applications which provide Salesforce users with such tools as mass edit, mass delete, mass clone and mass update in order to rid users of monotonous repeated work. All the apps mentioned here aim to simplify everyday routines in Salesforce, save time and accelerate performance. While most of them are free, several do need to be paid for.

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Thanks to the rapid growth of IT, it is possible to automate business for free, although opinions about whether to pay or to use a free app still differ. Either way, every user searches for the best quality product in the range, so here is a list to narrow down your search.

 

1.  Mass Edit + Mass Update + Mass Delete

 

What it is:

 

The app makes it possible to update, edit, and delete several records of leads, accounts, contacts, or opportunities at a time from the list view, search view or related lists.

 

 

Product features:

 

It extends mass edit, update and delete functions, enabling you to work with custom objects and custom fields. Consequently, you’ll be able to search, and mass edit/update/delete multiple leads, accounts, contacts, opportunities and custom objects.

In order to perform these operations, you’ll have Mass Update, Mass Edit and Mass Delete buttons added to the list view of leads, accounts, contacts, and opportunities. Although the design is pretty poor, the app functions properly and completes all the options claimed.

 

Pricing: free

 

2. Rocket Editor

 

What it is:

 

A free app from VRP Consulting, designed to simplify and facilitate the process of working with a large amount of data in Salesforce – designed particularly for actions related to mass data delete, edit, create, clone, import/export and save to PDF.

 

 

 

Product features:

 

The app provides features for updating several opportunities or entering several contacts at one time; selecting data to edit by leveraging standard or custom Salesforce list views; and working with standard and custom Salesforce objects.

 

In the instructions, it states that you will be able to complete mass edit and mass delete operations in standard and custom list views; update Salesforce data displayed in a simple spreadsheet; delete a single record or multiple rows; quickly add records; manage standard and custom Salesforce objects; and filter Salesforce data for editing using standard or custom views. Developers of the app assure its users that it will simplify their job by saving a lot of time – after experiencing the app you will agree that they are true to their word.

 

Pricing: free

 

3. Mass Update And Mass Edit

 

What it is:

 

A program to mass update and mass edit selected records from any filter view or related list. It offers tools designed for both admins and standard users.

 

 

Product features:

 

The application supports the following entity type: Campaign, Lead, Account, Contact, Opportunity, Contract, Product, Case, Solution, and Asset. It’s possible to add it to any custom object in the organization. The application works on any filter view as well as a related list.

 

Pricing: free

 

4. Bulk Object Field Creator

 

What it is:

 

An app to create, update, clone, and delete multiple custom fields and objects. It includes bulk update validation and workflow rules. It lets you see bulk run reports.

 

 

Product features:

 

The application supports the following entity type: Campaign, Lead, Account, Contact, Opportunity, Contract, Product, Case, Solution, and Asset. It’s possible to add it to any custom object in the organization. The application works on any filter view as well as a related list.

 

Pricing: free

 

5. miniGRID

 

What it is:

 

miniGRID for Salesforce enables users to dynamically search, filter, sort and update thousands of records on related lists in native page layouts.

 

 

Product features:

 

MiniGrid is a 100% native Salesforce.com application. There are user-driven customization for searches and displays, and 100% enforcement of the existing security model. The app supports record type, dependent and multi-select pick lists; and exceeds native column limits and default record visibility. It includes dynamic multi-column filtering; inline and mass editing capabilities; one-click multi-record business process automation; column aggregation functions; chatter collaboration and export to CSV. It is as convenient as it promises to be thanks to customization, but may seem too expensive, especially when compared with free apps.

 

Pricing:  $15 USD per user per month. Discounted for Non-profits.

 

6. Conga ActionGrid

 

What it is:

 

ActionGrid’s grid solution makes data management in Salesforce easier. It gets time back and increases adoption with inline edit, batch actions and mass update. Clean data will improve efficiency, sales and pipeline management, and insight through analytics.

 

 

Product features:

 

The app delivers you options to save time; improve data quality for actionable insights and analytics; create a more productive workforce; and drive growth across the organization. It claims to enable you to ‘see everything you need to know in one place with customizable views’, drive the behaviours you want and improve Salesforce adoption.

 

The app includes opportunities to drag and drop columns; batch adds tasks and batch email; mass update records; see multiple grids on one screen with the reading pane; copy and paste data from Excel; and complete conditional formatting.

 

Sometimes it loads a little bit slowly, but hopefully this bug will be detected by QA in the next version.

 

Pricing: Contact Conga for pricing

 

7. KCT Mass Actions

 

What it is:

 

This app is helpful for organizations performing mass actions like mass edit, mass delete, and mass update on records from any list view or related list and for any standard or custom object.

 

 

Product features:

 

With KCT Mass Actions you can mass edit, mass update, and mass delete records from any list view or related list. It can work on both standard and custom objects. There will be no hassle when using it for custom objects – just change the object name and you are good to go. You don’t need to enter manually the fields to be edited/updated. You only need to select fields on the go and then edit/update any standard or custom fields.

 

This application supports all standard objects.

 

As it says, the app is fast and efficient, too.

 

Pricing: free

 

8. Smart-Mass-Update™

 

What it is:

 

Spreadsheet-like tabs with mass update, inline edit, delete, clone, create, add, merge, search, multi-sort, filters, charts, cross object reports, maps, multi-views, export (xls, doc, pdf), groups and more. It works with native and custom objects – for tabs/lists.

 

 

Product features:

 

The app includes mass update – update an unlimited number of records in one click; mass delete – delete multiple records in one click; mass inline edit – Excel / spreadsheet / sheets style; Smart Instant-Charts™ – 1-click automatic chart (data analytics); smart column filters – Excel style; mass clone, mass create, mass convert, mass merge; export to xls, doc, pdf, csv, printer and xml; easy to use interface – smart search, sorts, filters, groupings, fill series and pages; auto summary line; custom look-up pop-ups; multi-column sorting; duplicate rows detection; smart fields/rows colouring; attachments manager; sub-tabs; smart layout editor; business intelligence; embedded mode: use instead of apex:dataTable or apex:pageBlockTable; simple CPQ; mass update related records, related list, list view /grids / tables aka mass updater.

 

The app is 100% Salesforce native and works with DocuSign, Conga Composer, Accounting Seed, FinancialForce, Adobe Sign, TaskRay and Gmail.

 

Pricing: Contact ZaapIT for pricing

 

9. Dedup Manager™

 

What it is:

 

Mass merge, mass delete or mass convert your duplicate leads, accounts and contacts. It also works with attachments and custom objects. With cross objects duplicate detection, dashboard, charts, mass update, it is a 100% native Salesforce app.

 

 

Product features:

 

The app has selective-merge of object and associated related list; mass merge of multiple to multiple unique for leads, contacts and accounts and every related list (with optional copy-fields selection); cross object duplicates detection via the lightning icon; mass update, delete, clone, create, merge, inline edit, add to campaign, send emails; automatic lead conversion and dupe check; column filters – Excel style; charts and export; search, sort and filter list views and groupings.

 

The app includes lots of helpful features but the necessity to pay often distracts those who are not sure yet if they’ll appreciate the app.

 

Pricing: Contact ZaapIT for pricing

 

10. PickAnything

 

What it is:

 

An app to improve data quality – multiple search filters allow you to find the right record quickly. PickAnything gives users an easy-to-use interface to add, edit and link multiple records within any Salesforce object – both custom and standard objects.

 

 

Product features:

 

In the app you’ll be able to relate multiple accounts to account relationships; relate multiple transactions to an account; relate multiple interviewees to multiple job openings; and relate multiple bugs to multiple cases.

 

One thing about PickAnything is that it requires no coding. Some say it’s better for non-developers, but at the same time there’s nothing you can change inside the app itself.<

 

Pricing: $2 USD per user per month. Discounted for Non-profits.

 

In terms of technological advancement, we can’t help but pay attention to mechanization in order to stay competitive. As extra time and opportunities appear owing to automation, businesses can concentrate on more personal and important cooperation with clients. Automation provides users with space to develop and do work which requires human contact. By automating your business in this way, you’ll bring more personalization into it, which always benefits client retention.

 

It is always up to you whether you use an app to automate part of your Salesforce actions. It is likely that any application you choose will boost your performance and save time. Nevertheless, our favourite app is ours, Rocket Editor. 😉

 

Let your business prosper!