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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]