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October 2019

Excluding Records from Filter Results

October 4 @ 2:00 pm - 2:30 pm CDT

There may be times when you don’t want to merge or convert records that show up in your filter results. This could be because of your business rules or policies, or your data structure. What should you do with these records within a group of matches (or the entire group of records) that should not be merged? How do you avoid having to re-evaluate them again within the same filter the next time you use the filter? Watch the recording:…

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Using Cloudingo Reports

October 18 @ 2:00 pm - 2:30 pm CDT

It’s important to track your data cleansing progress and keep all team members in the loop. That’s why we added numerous reports to Cloudingo which can be shared and automatically emailed to whomever you’d like. We’ll show you all the different kinds of reports, their meanings, and how to customize them. Watch the recording: 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…

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November 2019

Managing Multiple Cloudingo Users

November 1 @ 2:00 pm - 2:30 pm CDT

Your data is sacred, and as the gatekeeper of your Salesforce instance, the responsibility of securing and preserving that data rests in your hands. In this session we’ll discuss the benefits of Cloudingo’s multi-user functionality (available with the Enterprise license). With multiple user logins, you have the ability to control levels of access so that only the right people have access to only the right data. The permission-based logins allow for greater protection of who manipulates data, allows simultaneous logins,…

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Free Cloudingo Training

November 7 @ 1:00 pm - 2:00 pm CST
|Recurring Event (See all)

One event on March 7, 2019 at 1:00pm

One event on April 4, 2019 at 1:00pm

One event on May 2, 2019 at 1:00pm

One event on June 6, 2019 at 1:00pm

One event on July 11, 2019 at 1:00pm

One event on August 1, 2019 at 1:00pm

One event on September 5, 2019 at 1:00pm

One event on October 3, 2019 at 1:00pm

One event on November 7, 2019 at 1:00pm

One event on December 5, 2019 at 1:00pm

Register for this complimentary training session. This webinar is for Cloudingo customers who are new to the application or those who need a refresher. Select a date that works for you. Can't make it? Register anyway and we'll send you the recording.   Register

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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…

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