Mass Updates
Simplified

A simple, cost-effective tool for Salesforce Admins to update and manage records without a developer.

rubrik is a native Salesforce app that provides the capability to add, update and delete records based on user-defined assignment rules. Users can define what records to create, update or delete based on a set of criteria that must be met before the records are added, updated or deleted. A preview of the records to be added, updated or deleted is provided, and then once the user confirms, the changes can then deployed.





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USE CASES

  • Account Management
    Assign accounts by geography. Standardize data such as how users enter country. Replace account team members.

  • Opportunity Management
    Create tasks based on the number of high priority cases. Assign case based on the number of events/tasks under the case.

  • Lead Management
    Assign a lead based on location. Assign a lead based on lead source.

BENEFITS

  • Empower End-Users
    End-users can define, preview, and execute their own data inserts or updates. What used to be admin-only tasks can now be done by end-users.

  • Empower Admin-Users
    Admins can now create triggers with complex rules to add, update, or delete records without the need of a developer.

  • Return on Investment (ROI)
    Rubrik will provide a positive return on investment if an organization implements only ONE trigger or APEX class per year!

ROI

rubrik will provide a positive return on investment if an organization implements only ONE trigger or APEX class per year!

Comparison Developer rubrik
Rate $200 per hour Minimum Fee
Triggers / Apex per Year 1 to 2 Unlimited
Support Addlitional Cost (est. additional 20% of total dev cost) Free
Time to implement per Trigger 10 hours No Dev Time
Total Cost per Year $2,200 to $4,400 $1,500

FEATURES

  • Add, Delete or Update
    User can select to update field values, add or remove related records.

  • Expressive Control
    Users can set the criteria for record adds/updates/deletes based on rules and scores.

  • Preview Changes
    Preview and override exactly what will be changed.

  • Native App
    Data does not leave your Org.


  • Change Audit
    Provides the ability to store deployment history for audit trail.

  • Data Security
    Leverages inherent Salesforce data security and accessibility.

  • Flexible Execution
    Updates can be scheduled, run ad-hoc, or triggered.

  • Standard and Custom Objects
    Works with standard and custom objects and fields.

  • Mass Update
    Mass update of over one million records.

SALESFORCE
CONSULTANTS

Admins can now create triggers with complex rules to add, update, or delete records without the need of a developer.

INTERNAL ADMIN
& DEVELOPERS

End-users can define, preview, and execute their own data inserts or updates. What used to be admin-only tasks can now be done by end-users.

Define. Preview. Deploy.
rubrik Records Manager In Action.

Screenshots of various processes.

01 Rule Set

Defines a set of rules that will be executed to add, update or delete records.

02 Rule

Defines what objects will be added, updated, or deleted based on the criteria defined.

03 Record to Add

Specifies what records are to be created and how many points are required to create records.

04 Record to Update

Specifies what records are to be updated and how many points are required to update records.

05 Record to Delete

Specifies what records are to be deleted and how many points are required to delete records.

06 Criterion to Match

Specifies what criteria that are to be matched in to perform record creates, updates and deletes, and how many points are awarded.

07 Preview Changes

Allows user to preview and update changes before deployment.

08 Deploy Changes

Deploy changes based on the rules defined.

"I have been using rubrik for a few years now and it’s amazing. I know that there are a lot of new features that I’m not currently using; however, I will learn them soon."

Donald Block,
Business Operations | Incident Reporting | Technical Support Analyst II

PRICING

Tiers No. of Users License Fee / User / Month Discount vs
Tier 1 Price
Tier 1 5 - 10 users $25 / user / month Tier 1 Price
Tier 2 11 - 25 users $22 / user / month 10%
Tier 3 26 - 50 users $20 / user / month 20%
Enterprise Wide Unlimited users $10,500 annual fee 30%*
*User: Defined as per production org per user of rubrik Records Manager. Based on 50 users.