Article Categories
General(5)
Zap Copy Record(7)
- Release Notes
- FAQ
- Getting Started – Security Roles
- Protected: Getting Started – Create “Copy Record” configuration record
- Protected: Using Copy Record functionality
- Protected: How to copy record along with its child records (up to N levels)?
- Issue 1 – Getting error “Cannot insert duplicate key” when “Copy Record” button is clicked
Zap Email Parser(12)
- Release Notes
- FAQ
- Getting Started – How Zap Email Parser works?
- Getting Started – Security Roles
- Protected: Getting Started – Email Parser Setup
- How do you handle true/false, option-sets, currency, date data-type and other non-text fields?
- Setting default fields (eg lead topic, lead owner) when creating new records (eg leads) using Zap Email Parser
- Protected: How to install sample data
- Protected: Walkthrough: Email to Lead
- Protected: Walkthrough: Email to Case
- Troubleshooting
- Known Issues
Zap Email Reader(10)
- Release Notes
- FAQ
- How to use “Email Reader” App?
- Getting Started – High level Steps
- Protected: Configuring Data Source
- Protected: Installing Sample Data
- Protected: How to embed “Email Reader” Web Resource in Form (Inline)
- How to embed “Email Reader” Web Resource in Form (Related Section)
- Protected: How to embed “Email Reader” Web Resource in Dashboard
- Protected: Known Issues
Zap Helpdesk - Email to Case(15)
- Release Notes
- FAQ
- Getting Started – Designing a Customer Support process using Zap Helpdesk – Email to Case App
- Getting Started – Setting up Support Queue (support@…) as shared mailbox
- Getting Started – Security Roles
- Protected: Getting Started – Helpdesk Email-to-Case Setup
- “Quick Email Reply” feature explanation
- Creating / Modifying Canned Responses
- New fields added by Helpdesk App in Case form
- “Attachment Viewer” section added by Helpdesk – Email to Case App in Case form
- Comparision of automatic case assignment techniques available in Zap Helpdesk App
- Setting up Internal Company Helpdesk using Zap Helpdesk – Email to Case App
- Adding “Attachment Viewer” section to additional Case forms
- Adding “Quick Email Reply” section to additional Case forms
- Troubleshooting
Zap SSRS Report Scheduler(14)
- Release Notes
- How does Zap SSRS Report Scheduler App work?
- Protected: Getting Started (1) – Register an Azure App (no azure credits needed)
- Protected: Getting Started – Set Up Authentication (2)
- Protected: Getting Started (3) – Global Settings
- Protected: Creating Zap RS Configuration record (Scheduling the report)
- Viewing emails generated for a scheduled report
- Troubleshooting
- Protected: Ultimate Troubleshooting – Running the Scheduled report in Safe Mode
- Known Issues
- Points to note when using report filters
- How to dynamically filter report records by Owner of Scheduled record (RS Config record)?
- Bulk Report Scheduling
- Protected: Using Workflow Capability to generate Report (Beta Feature) [To Be Released in May 2019]
