Cloudingo has a variety of training video options available. Previously hosted Focus on Success webinar sessions can be found below, with links to the video recordings. To register for upcoming webinars, please visit here.

General (permissions, syncing process, system, processes, users, roles, etc.)

Syncing Processes

[webinar] Syncing Processes

Salesforce Permission Requirements

[webinar] Salesforce Permission Requirements

Managing Multi Account and Contact Relationships

Managing Multi Account and Contact Relationships

Controlling Salesforce Resources (API/Time throttle)

Controlling Salesforce Resources (Focus on Success Friday)

Cloudingo User Setup (users & roles)

Multiple Users (Focus on Success Friday)

5 Must Do’s Before Merging

5 Must-Dos Before Merging

Common Misconceptions & Pitfalls

Common Misconceptions & Pitfalls

Protecting Community & Partner Portal Users During Merge

[webinar] Protecting community or partner portal users during merge

Nonprofit Best Practices & Considerations

[webinar] Nonprofit Best Practices & Considerations

Filters

Ways to Find Duplicates in Salesforce (Filters)

Ways to Find Duplicates in Salesforce

Filter (Configurations and Best practices)

Filters Best Practices (Focus on Success Friday)

Matching Styles

Matching Styles (Focus on Success Friday)

Synonyms (Using Synonyms to Find Duplicates)

Using Synonyms to Find Duplicates (Focus on Success Friday)

Fuzzy Street (Using Fuzzy Matching on Street Values)

How Using Fuzzy Matching on Street Can Improve Filters (Focus on Success Friday)

Match on Empty

Match on Empty: What is it and why use it? (Focus on Success Friday)

Merge Grid (Merge Preview)

Working with the Merge Grid (Focus on Success Friday)

Cross Field Matching

Cross-Field Matching (Focus on Success Friday)

Excluding Records from Filter Results (hide/protect records or filter out only new record matches coming in for manually reviewed filters)

Excluding Records from Filter Results (Focus on Success Friday)

Automation Rules

Automation Rules (How Record Values are Chosen)

How Record Values are Chosen: Looking at Merge Automation Rules

Most Complete Record (get most complete record during merge)

How to Get the Most Complete Record (Focus on Success Friday)

Specific Field Rules (customize business logic for individual field value selections)

Handling Fields Differently from the Master (Focus on Success Friday)

Exception Rules (rules to prevent auto-merge on certain groups or records)

Exceptions: What Gets Merged and What Doesn’t (Focus on Success Friday)

Scheduling Automation Jobs

Scheduling Data Clean Up (Focus on Success Friday)

Refining Filters: Subsets and Advanced Group Rules

[webinar] Refining Filters: Subsets and Advanced Group Rules

Setting Up Fields for Auditing

[webinar] Setting Up Fields for Auditing

Mass Convert

Lead to Contact Conversions (Leads with matching Contacts)

Lead to Contact Filters: What to do When a Person Exists as Both a Lead and Contact


Archive: https://help.cloudingo.com/webinar/convert-leads-contacts/

Lead to Account Conversions (Leads with matching Accounts and/or Leads without matching contacts or accounts)

How to Convert Leads to New Contacts on Existing Accounts


Archive: https://help.cloudingo.com/webinar/convert-leads-accounts/

Manage Owner Mapping (reassign inactive owners or to new owners)

Handling Record Ownership Transitions (Focus on Success Friday)

Merging Topics

Troubleshooting Merge Failures

[webinar] Troubleshooting Merge Failures

Things you need to know about manual merge settings

[webinar] Things you need to know about manual merge settings

Ways to Merge (manually, mass, or automate)

Ways to Merge Salesforce Records (Focus on Success Friday)

Filter & Automation Rules Libraries (share across environment connections or to other users)

Import

Import Wizard Must-Knows & Troubleshooting Import Issues

[webinar] Import Wizard Must-Knows & Troubleshooting Import Issues

Import Steps 1-4

Importing Part I (Focus on Success Friday)

Import Steps 5-6

Importing Part II (Focus on Success Friday)

Import Advanced (import automation rules & using transform)

Import Wizard: Advanced Tips (Focus on Success Friday)

Import Templates (Rapid Import)

Rapid Import (Focus on Success Friday)

Reports