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Description
360 InstantDocs serves as a fully integrated document generation application native to Salesforce, specifically designed for teams managing extensive and crucial document workflows. It can be easily installed via the Salesforce AppExchange without the need for any external integration, middleware, or data entry by users.
This tool allows users to seamlessly merge live data from various standard or custom Salesforce objects into professionally crafted Word templates, producing polished PDFs or Word documents with just one click. The integrated Word Template Builder is equipped with features such as conditional logic, dynamic tables, and multi-level relationship fields (supporting up to five levels) alongside image merging capabilities, all of which facilitate sophisticated document automation without requiring any coding skills.
For organizations with significant document generation needs, the bulk document generation feature enables teams to efficiently process entire lists or report outcomes in one go, significantly reducing repetitive tasks during month-end, quarter-end, or large campaign executions. Additionally, all generated documents can automatically sync with Google Drive, ensuring easy access and organization. This comprehensive solution streamlines workflows, making document management substantially more efficient for teams.
Description
The Easy Way to Remove Duplicate Salesforce Records DataGroomr uses Machine Learning to automatically detect duplicate Salesforce records. Duplicate Salesforce records are automatically loaded into a queue so users can compare them side-by-side and decide which values to keep, add new values, or merge. DataGroomr provides everything you need to locate, merge, and get rid off dupes. DataGroomr's Machine Learning algorithms take care of the rest. You can merge duplicate records in one click or en masse from within the app. You can select field values to create a master record, or you can use inline editing for new values. You don't want to see duplicates across the entire organization. You can define your own data by industry, region, or any Salesforce field. The import wizard allows you to merge, deduplicate and append records while importing Salesforce. Automated duplication reports and mass merging tasks can be set up at a time that suits your schedule.
API Access
Has API
No
API Access
Has API
Yes
Screenshots View All
No images available
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$99 per user per year
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
Yes
Linux
No
Chromebook
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
360 Degree Cloud Technologies Private Limited
Website
360degreecloud.com/product/instantdocs/
Vendor Details
Company Name
DataGroomr
Founded
2019
Country
United States
Website
datagroomr.com
Product Features
Document Generation
Batch Processing
No
Collaboration
No
Digital Signature
No
Interaction Tracking
No
Multiple Output Formats
No
Templates
No
Product Features
Data Preparation
Collaboration Tools
No
Data Access
No
Data Blending
No
Data Cleansing
Yes
Data Governance
No
Data Mashup
No
Data Modeling
No
Data Transformation
Yes
Machine Learning
Yes
Visual User Interface
Yes
Data Quality
Address Validation
Yes
Data Deduplication
Yes
Data Discovery
No
Data Profililng
No
Master Data Management
Yes
Match & Merge
Yes
Metadata Management
No