Cloudingo’s Undo and Restore feature allows users to rollback jobs (such as merges) to their original state. The restore feature will re-insert the deleted record’s data and re-attach the related […]
Automation
Articles related to automating data quality and deduplication with Cloudingo. The Cloudingo Automation engine is a powerful and robust tool to manage your Salesforce data quality.
Custom Objects
In addition to the standard objects already supported (leads, contacts, accounts, and person accounts if enabled), Cloudingo can also be configured to allow for deduping and/or importing against your custom […]
Automation Rules Library
The Automation Rules Library serves as a backup area or archive for your Automation Rules. If you have more than one org connected to Cloudingo (such as a Production org […]
Manage Owner Mapping
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 […]
Creating & Editing Convert Rules
You can automatically convert Leads to Contacts and Accounts using Cloudingo’s convert rules. Convert Rules allow you to define how Cloudingo will convert records. You have the ability to convert […]
Handling Fields Differently from the Master
There are 2 rule settings that determine how to choose fields (differently than your master) for field value selections based on your specific business needs. Default Field Values – Define […]
Choosing the Master Record
When creating or editing an automation rule, you will tell Cloudingo how to select the master record when merging a group of duplicates on Tab 2. The master record serves […]
Rule & Automation Summaries
With all the fields and criteria available to create an automation rule, it can sometimes seem confusing as to what the rule will actually do. That’s why we give you […]
Using Exceptions
To obtain the most accurate and complete Salesforce data you can do this and this. Diving even further, you can add exceptions for when you don’t want Cloudingo to automatically […]
Specific Field Values
To get the most complete and accurate record in Salesforce, follow these tips when setting up automation rules. But you can get increasingly precise and control things down to the […]