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Owner Mapping and Handling Inactive Owners

November 15 @ 2:00 pm - 2:30 pm CST

The Manage Owner Mapping feature was designed to allow you to easily handle ownership transitions. Mapping owners can be used for any number of reasons, such as transitioning records from one sales representative to a new one or managing ownership for inactive owners.

Take for example inactive users. When a user leaves your organization, you typically deactivate their Salesforce account, making the user’s status Inactive. Doing this will leave all historical records on all objects assigned to that user. This can become problematic when you attempt to merge or convert records where an inactive owner is still attached. Salesforce will not allow you to save changes to or create new records where inactive owners are assigned. You can manually change the owner for each record, however, when you are doing updates in mass (like you do using Cloudingo), the errors can often bring your processes to a halt on numerous jobs.

Fortunately we’ve made this issue much easier to handle, and we’ll show you how in this session.

Watch the recording:

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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.

Details

Date:
November 15
Time:
2:00 pm - 2:30 pm
Event Category:
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