Zap Email Parser To request trial, please follow the below steps: Step 1: Request solution file: Email support@zapobjects.com to request solution file. Please mention: – Company Name: – Contact Phone: – Need Demo: Yes / No – Requirements in brief: You can expect a response within 1-business day. Please use only official email address for […]
Category: Zap Email Parser
Protected: Getting Started – How Zap Email Parser works?
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Getting Started – Security Roles
Below 2 security roles are available: Zap EP Admin: This security role is needed to configure “Email Parser” App. Zap EP Read Only: This security role is to be given to users who need to have read only permissions for event log or to view existing email parser configurations.
Protected: Getting Started – Email Parser Setup
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How do you handle true/false, option-sets, currency, date data-type and other non-text fields?
Zap Email Parser supports below field data-types: Single line text Multi-line text 2-Option Set Option-Set Date-Time Owner Lookup Currency Floating-Point Whole Number Decimal Currency Lookups Below are few points to note: Option-Set: Here the extracted text is matched against the option-set values. You can also use partial names. For example, text “trade” would be automatically […]
Protected: Setting default fields (eg lead topic, lead owner) when creating new records (eg leads) using Zap Email Parser
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Protected: How to install sample data
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How to Backup and restore “Email Parser” Templates (and parsing rules):
Now you can backup and restore templates (and parsing rules) from one environment to another (or same-one). Below are the steps to create a Backup: Browse to Zap EP Templates. Select all the templates that need to be backed up and click button “Create Backup”. Based on number of templates that need to be backed […]
Protected: Walkthrough: Email to Lead
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Protected: Walkthrough: Email to Case
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