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What is ZoomInfo Field Trip?

Gain valuable insights into data quality by generating reports that assess the utilization of both standard and custom fields. Have you ever envisioned achieving that perfect, organized page layout? Unutilized fields in your Salesforce environment can create unnecessary confusion, skew reports, and complicate vital administrative processes. Field Trip offers the functionality to analyze fields within any object, enabling you to quickly determine the percentage of records (or chosen subsets) that contain data in specific fields. By producing reports on your standard and custom fields, you can attain a better understanding of which fields are essential for your organization’s needs. With an easy installation process, an intuitive interface, and the ability to export reports, Field Trip streamlines the field analysis process. Once installed, you simply name your trip, select an object (such as Accounts), and can optionally apply filters for particular record subsets. Afterward, you will receive a detailed report highlighting field usage or the lack of data, which not only enhances your reporting capabilities but also promotes better data management practices in your organization. This comprehensive evaluation of field usage is instrumental in ensuring that your database remains organized and efficient.

What is Metazoa Monarch?

This software simplifies the process of migrating data between Salesforce organizations while maintaining all the relationships between objects. It provides management, optimization, and maintenance features for Salesforce Orgs. As these Orgs become more complex and disorganized, Snapshot proves to be an effective solution for restoring structure. Monarch addresses the difficulties of intricate data migration with ease. Users can select from built-in templates, match destination objects with multiple fields, preserve object relationships, evaluate dataset discrepancies, import CSV files, and collaborate with their teams on datasets. This desktop application enables secure direct communication between your computer and Salesforce, prioritizing data security and confidentiality. You retain complete control over your data without the need for installing any packages. By utilizing the bulk data API for large migration projects, Monarch is also compatible with various platforms such as Salesforce CPQ, Field Service Lightning, FinancialForce, and ServiceMax. Moreover, its intuitive interface ensures that even users with limited technical skills can navigate the migration process effectively, making it an invaluable tool for any team dealing with Salesforce data management. Ultimately, Monarch not only streamlines the migration process but also empowers users to take charge of their data management tasks confidently.

Media

Media

Integrations Supported

Salesforce
Certinia ERP Cloud
Salesforce Agentforce Field Service
Salesforce CPQ
ZoomInfo

Integrations Supported

Salesforce
Certinia ERP Cloud
Salesforce Agentforce Field Service
Salesforce CPQ
ZoomInfo

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

ZoomInfo

Date Founded

2007

Company Location

United States

Company Website

zoominfo.com

Company Facts

Organization Name

Metazoa

Company Location

United States

Company Website

www.metazoa.com/monarch/

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