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SFDC-Template-Automation

Every time you spend hours or days to format Leads data before uploading it into Salesforce ??
In addition to this, do you spend time to feed in inputs to certain static fields in Salesforce ?
Here's an application that automatically formats the fields for you. Also it gets inputs for static fields and completes the entire job within minutes.

Avoid Manual Process

With this application you can avoid,

  • Formatting individual fields in Excel. For example,
Field Name Format
FirstName PROPER
LastName PROPER
email LOWERCASE
  • Mismatch of field values. For example,
    Emails in phone fields, or Spouse names in Middle Name fields, or URLs in Email fields.

  • Blank values in 'Required Fields' (Fields with red bar on the Salesforce page layouts)
    Interface of this application includes almost all 'Required Fields'

##UI UI

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