PowerGrid

PowerGrid combines the power of mass updating records with an easy to use grid based view of the data.  Fields can be updated directly inside the grid with the ability to review all changes before pushing the updates to Salesforce.  Ability to man...

Grid-based “spreadsheet-style” data manipulation tool. Uses Field Value & Record modification Supports Salesforce Objects: Standard & Custom Salesforce Fields: Standard & Custom International & Double Byte characters Keyboard shortcuts: copy, c...

This can be done by selecting the Get Data or Load Scenario button. Option 1:  Get Data Any object in Salesforce can be selected for update (Salesforce permitting).  Select the  button to bring up the DownloadData window: 1.    Select object to d...

After making changes to existing data the updated cell(s) will be highlighted Hover over a highlighted cell(s) to show the original value To restore the original data, right click on a cell, group of cells, or entire column and select Revert t...

Once data is downloaded to the grid, the results can be manipulated as desired.  The Salesforce ID for the records is ALWAYS displayed in the first column of the grid.  This is a LIVE link to the record, therefore when clicked will bring the reco...

Filters allow the user to subset records based on criteria and then have a color code applied to them (apply filter criteria to a selection set). The purpose is to have different subsets of data that may require different updates.  For example, a ...

Existing Leads can be converted to Contacts and Accounts by right-clicking on the desired Lead row header. Convert Leads: Each selected Lead will be converted to a NEW Account and a NEW Contact NO checking is done to see if a matching Contact or...

ALL cell updates and records marked for deletion will be posted to Salesforce when one of the 2 post data options are selected on the left.  Individual rows or groups of rows can also be updated by right-clicking on the row(s) and selecting Update...