Automation

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 and a Sandbox org), you can copy rules from one environment to the other. The library is shared among your orgs and serves as one […]

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 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 […]

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 Salesforce objects (such as opportunities, cases, or other specific custom objects you have configured within your Salesforce org). To dedupe against one or more of […]

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 Leads to existing Contacts or Leads to existing Accounts (and Leads to existing Person Accounts if Person Accounts are enabled). Within the convert rules, you […]

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 the general rule you want to use when determining the field value selections for the final record. Specific Field Values – Set rules for specific […]

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 as the baseline for the final result. Master records are selected based on specific user-defined criteria and the ordering of the records within the group […]

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 the option to view a summary of the rule you’re creating. On Tab 2 of Automation Rules, click the next to Help me understand the […]

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 merge records, and instead, set the duplicates aside for you to manually review and merge. A great example would be when the status of one […]

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 individual field values using Specific Field Values (Tab 2 on Automation Rules). For example, if you choose to have the oldest created record as the […]

How to Get the Most Complete Record

When faced with duplicate records in your database, the probability increases that old and missing information exists. One employee may use Duplicate Record 1 to log a phone call, while another employee updates the lead status on Duplicate Record 2. By adjusting Cloudingo‘s automation settings, you have the option to tell Cloudingo what records to […]

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