- 22
- 110 988
Cloudingo
เข้าร่วมเมื่อ 22 มิ.ย. 2016
Improve & better manage your Salesforce & Marketo data. From deduplication to importing and even migrating data, we make it easier to have high-quality data. Find duplicates within your existing records and easily merge them.
10-DAY FREE TRIAL ►cloudingo.com
10-DAY FREE TRIAL ►cloudingo.com
Tips & Tricks for Salesforce Data Cleansing
Data quality is a critical factor for any Salesforce org. In fact, a study by Salesforce uncovered that poor data quality costs 30% of the average company’s revenue a year.
During this podcast, you’ll learn from a panel of experts on how to improve the quality of your Salesforce data.
We’ll cover topics such as:
• How to identify and remove duplicate records
• How to correct inaccurate data
• How to make your data more consistent
• How to automate data cleansing processes
This podcast is perfect for Salesforce admins, sales reps, and anyone else who wants to improve the quality of their Salesforce data.
Get ready to learn how to take your Salesforce data to the next level!
Listen now!
Learn more: cloudingo.com/
During this podcast, you’ll learn from a panel of experts on how to improve the quality of your Salesforce data.
We’ll cover topics such as:
• How to identify and remove duplicate records
• How to correct inaccurate data
• How to make your data more consistent
• How to automate data cleansing processes
This podcast is perfect for Salesforce admins, sales reps, and anyone else who wants to improve the quality of their Salesforce data.
Get ready to learn how to take your Salesforce data to the next level!
Listen now!
Learn more: cloudingo.com/
มุมมอง: 26
วีดีโอ
Cloudingo 101: Filter Basics
มุมมอง 2114 วันที่ผ่านมา
Filters are the heart of the Cloudingo application, allowing you to customize search criteria and efficiently uncover duplicate records. In this video, you'll learn what filters are, how they work, and how to use them to quickly identify duplicates in your Salesforce or Marketo instance. Simplify your data cleanup process and take control of your org's data quality with ease! Learn more: help.c...
Master Data Cleansing with Cloudingo
มุมมอง 28414 วันที่ผ่านมา
Are you tired of dealing with duplicate Salesforce records, inaccurate data, and manual data entry? If so, then you need Cloudingo, the leading data cleansing solution on the Salesforce AppExchange. In this demo, you'll learn how Cloudingo can help you: STREAMLINE DATA CLEANUP: Merge duplicate records, eliminate data redundancy, and ensure a unified, accurate view of your customers, leads, and ...
Salesforce Data Management Best Practices
มุมมอง 14728 วันที่ผ่านมา
Watch the webinar on-demand to dive into building a data-centric approach in Salesforce and learn invaluable insights gained from real-world experiences in Salesforce data management. You’ll Learn: - The costs of bad data in your CRM - Data as a competitive advantage - Strategies for high-quality data like governance, automation, integration, etc. - Tools and technologies for data management Ab...
Fireside Chat: How to Make Your CRM Data Work for You
มุมมอง 71หลายเดือนก่อน
Listen to the fireside chat with *data experts* Erin Cannon (Sr. Business Analyst, Blackbaud), Cathy Otocka (founder, MTI Solutions & Consulting) and Stephen Harding (COO, Cloudingo) to uncover the good, the bad, and the potential of your Salesforce data. They discuss the importance of properly managing data, how those tasks have changed, and strategies to implement moving forward. You’ll leave...
Navigating Cloudingo Help Resources
มุมมอง 472 หลายเดือนก่อน
This video will help users navigate and utilize Cloudingo’s knowledge base site effectively and provide a step-by-step overview of what the site offers and how to get the most out of each section. To access help resources, go to help.cloudingo.com Music by Bensound.com/free-music-for-videos License code: M6BBD7IUWD8023Q1
Getting Started with Cloudingo
มุมมอง 582 หลายเดือนก่อน
Watch this quick demo on getting started with Cloudingo. See inside the tool. Learn more: cloudingo.com/features/dedupe/
Easily Find Data with Cloudingo
มุมมอง 212 หลายเดือนก่อน
Cloudingo's Find Data feature allows users to upload data from a spreadsheet to search for matching data in Salesforce for any object and field. The uploaded file can be scanned to check if related records already exist in Salesforce. Users can specify the field values they want to retrieve from Salesforce if a match is found, including related object data. The search results can be downloaded ...
Real-Time Merge in Cloudingo
มุมมอง 302 หลายเดือนก่อน
Watch a quick overview on Real-Time merge. This is a recording from a Cloudingo user group. Learn more: help.cloudingo.com/docs/tools-dedupe-start-the-cleanup-process-ways-to-merge
Cloudingo 101: Import Basics
มุมมอง 622 หลายเดือนก่อน
Importing data into Salesforce just got easier! With Cloudingo, upload a CSV file, scan it using filters to identify duplicate records, and merge them with your existing data. You decide whether to override existing records or keep the original data-it's all based on the rules you set. Any unmatched records are seamlessly pushed into Salesforce as new entries. You can also attach records to cam...
Converting Leads with Cloudingo
มุมมอง 1082 หลายเดือนก่อน
Cloudingo offers several options for mass converting Leads into Contacts and Accounts in Salesforce. This video will provide an overview of the three available mass convert options and recommended order of filter execution to prevent duplicate records during the conversion process. Learn more about converting leads here: cloudingo.com/features/dedupe/ For customers: help.cloudingo.com/docs/tool...
Clean up your Marketo data
มุมมอง 263 หลายเดือนก่อน
Watch this quick demo to see how Cloudingo can help you merge duplicates in Marketo. Say goodbye to duplicate records and tedious manual merging. With Cloudingo, you can effortlessly clean and maintain your data, ensuring optimal campaign performance. Ready to see the difference? Watch now. Learn more: cloudingo.com/
Level up your Salesforce data with Cloudingo
มุมมอง 953 หลายเดือนก่อน
Watch the 30-minute demo and learn how Cloudingo can transform your Salesforce data management. Whether you're struggling with duplicates, data inconsistencies, or manual maintenance, this introduction will showcase how Cloudingo can help you clean, optimize, and automate your data management tasks for better performance, efficiency, and productivity. What You’ll Learn: - A hands-on look at Clo...
How to convert Leads to new Contacts on existing Accounts in Salesforce using Cloudingo
มุมมอง 1.8K3 ปีที่แล้ว
Please note that this video showcases an older version of Cloudingo’s interface. For an updated video on convert, please watch this video: th-cam.com/video/Xzi83vnerkM/w-d-xo.htmlsi=jeRGW5NnBZrjGKYQ Thanks for your interest in Cloudingo! 10-Day Free Trial at cloudingo.com
How to import records to Salesforce without creating duplicates using Cloudingo
มุมมอง 1.6K3 ปีที่แล้ว
Thanks for watching! Please note that this video showcases an older version of Cloudingo’s interface. Learn import on the updated UI here: th-cam.com/video/H8OycGU0NA8/w-d-xo.html For the latest walkthrough, check out our updated videos here: th-cam.com/play/PLi4q9DvQkxJONjnWnKudKJjjpvOTf52tD.html&si=OrhwesJqguU1QIPk Importing records to Salesforce can be tricky. It's important to make sure you...
Find data in Salesforce using records IDs, account names, anything! with Cloudingo
มุมมอง 9183 ปีที่แล้ว
Find data in Salesforce using records IDs, account names, anything! with Cloudingo
How to improve Salesforce data quality - Cloudingo demo
มุมมอง 3.2K3 ปีที่แล้ว
How to improve Salesforce data quality - Cloudingo demo
How to Find Data in Salesforce Using a Spreadsheet or .csv File
มุมมอง 1.7K5 ปีที่แล้ว
How to Find Data in Salesforce Using a Spreadsheet or .csv File
Remove Salesforce duplicates and clean data
มุมมอง 10K7 ปีที่แล้ว
Remove Salesforce duplicates and clean data
How to eliminate duplicate Salesforce records
มุมมอง 88K7 ปีที่แล้ว
How to eliminate duplicate Salesforce records
What happens if you have (for example) 10 records which need merging? We've got a very Private Sharing model so there are 1000's of duplicates. I'm kind of assuming you have to start with a 'Key' record then merge nearest dupe and then work 'outwards'.