My Account

Articles related to viewing and updating your Cloudingo Account settings.

Granting Support Access

Should you find yourself needing help from our support team, you can securely grant support access right within your Salesforce account. Don’t worry – our support team can only see […]

Reports

Cloudingo offers a variety of built-in report options. To access the reports and dashboards, go to the Report Module from the Dashboard Menu. Once in the Report Dashboard, there is […]

Update Expired Credentials

This article has been moved. To change or update the Salesforce admin ID and/or password associated to Cloudingo, please visit our updated help article here: https://help.cloudingo.com/article/change-salesforce-admin-id/   Save Save

Salesforce Credentials & Connection Settings

Update Salesforce Credentials Menu Display Custom Domains Step 1: Login to Cloudingo From the login page, users that have established the Cloudingo connection to Salesforce using their own Salesforce credentials […]

Managing Multiple Users

There are different ways to manage Cloudingo users, depending on your license type: Basic & Standard Users Cloudingo was designed as a Salesforce admin tool, and as such (for Cloudingo […]

Updating Credit Card Info

From the Cloudingo drop down menu on the upper right of the dashboard, select Admin >> Subscription. At the top of the page, click Change Card in the red box. […]

Purchasing a Cloudingo License

We’re thrilled you’re ready to buy a Cloudingo subscription. To do so, login to your trial account. Select My Plan from the settings drop down menu on the upper right […]

Change Username or Password

You can change your Cloudingo username and/or password at any time. Just login to your account, and click the menu option with your display name (in the top right corner […]

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