Download Macros to improve your Data

Take your data to the next level

The Macro Library is a curated collection of pre-configured tools designed to simplify and standardize Salesforce data management. From correcting typos and cleaning URLs to leveraging AI for insights, these macros save time, improve accuracy, and ensure consistent, actionable data.

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Standardisation
DataQuality
Account
This macro converts full country names in the BillingCountry field on Account objects in Salesforce to their corresponding ISO 3166-1 alpha-2 codes.
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Standardisation
DataQuality
Account
This macro ensures standardized and clear country data in the BillingCountry field on Account objects by converting ISO 3166-1 alpha-2 country codes into their corresponding full…
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SIC Code to SIC Description
SIC Code to SIC Description
Object: Account, Fields: Sic, SicDesc
DataQuality
Account
Enrichment
Automatically updates the SIC Description field based on the 2-Digit SIC Code, ensuring accurate and standardized industry classification.
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SIC Description to SIC Code
SIC Description to SIC Code
Object: Account, Fields: Sic, SicDesc
DataQuality
Account
Enrichment
This macro automatically sets the SIC Code (2-digit) field by referencing the provided SIC Description.
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Set Account Rating Based on Recent Activity
Set Account Rating Based on Recent Activity
Object: Account, Field: Rating
DataQuality
Account
Enrichment
This macro dynamically updates the Account Rating field on Account objects using predefined conditions tied to the Last Activity Date.
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AI Opportunity & Related Products Summary
AI Opportunity & Related Products Summary
Object: Opportunity, Field: Description
DataQuality
AI
Opportunity
This macro leverages AI to generate a single-paragraph summary of Salesforce Opportunity records.
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