From the smallest to the largest datasets, handle data manipulation in single action executions!

One of our basic but effective actions is Mass Delete. Clean up your data by swiftly deleting a double import or similar. You can opt to skip the recycle bin if you wish for total deletion.

Mass Convert your Leads to Contacts and, if you choose, Opportunities. To save as much time as possible you can choose to convert them as Contacts for an existing Account or create a new Contact and Account. Same goes for Opportunities: don't create an Opportunity, convert them all to the same Opportunity (new or existing) or create a new Opp for each convert in your run.

Use the Mass Assign Ownership action to assign ownership of records to users, groups or queues, dividing the records evenly between users or based on a custom distribution.

See how accounts are related and change the hierarchy of multiple accounts in one go. Define the hierarchy for a selection of Accounts via a drag & drop-interface.

You asked for it and Plauti delivered – now you can get hands on with writing your own custom processes using Apex Class. After tweaking your perfect action, just add it to your library for quick access in the future.

Add the Action Launcher button to your List View pages to access your actions. Select records, press the button, select and configure your action and go! Increase your speed to lead and lessen the burden on your admins by ensuring sales, marketing, and support teams can prepare small sets of data themselves.

Run data modification jobs on large sets of data. Use the advanced filters to create a subset of records. Choose and configure a data action, and run a batch job in the background. For example, scrub leads imported after a campaign or event, reassign ownership of leads and accounts due to changes in a team or one of the many other use cases. Allow access to your admin and operations teams or open it to everyone, your choice.

Provide easy access to your actions from a record, list view, or job. Determine per user and/or user profile which objects and which fields can be adjusted. Set a maximum number of records to alter to prevent large-scale data loss.

"AskChatGPT" opens up a new world of possibilities. With this feature, you can implement prompts into any Salesforce process or flow. Use "Ask ChatGPT" to gather information about a company in your database and populate it's findings in the description field. Or, use it to assign cases to a department in your organization based on the description field. These actions can be performed manually for a single record, or automated to handle multiple records at a time.

Quick and easy data aggregation with Rollup action. Without coding calculate totals, averages, counts and more across not only related records but also lookup relationships. Scheduled or real-time, it empowers businesses to measure and analyze their effectiveness.