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Manipulating Data When Importing to Salesforce
August 9, 2019 @ 2:00 pm - 2:30 pm CDT
In this session we’ll discuss ways to transform your data when importing to Salesforce. We’ll show you how to do lookups to find related object IDs, and ways to standardize and format data, like phone numbers, capitalizations, and removing spaces. All of these methods help to make your org more consistent and uniform.
Watch the recording:Register
Focus on Success Webinar Series
Designed for both new and veteran users, these quick 30-minute (or less) sessions will give you best practices, power-user tips, and other useful info to make sure you’re getting the most out of Cloudingo. Every two weeks we’ll focus on one specific part of Cloudingo and show you tricks and tips along with use cases that you can incorporate into your data cleansing strategy.
Register once and you’ll automatically be enrolled in each biweekly session. Don’t worry if you can’t attend live; each session will be available on-demand afterward.