Automation

Field Considerations

Preserving Checkboxes Email Opt Out or Do Not Call fields are often checkboxes. Most companies want to preserve if a person has chosen to opt out of communication. To preserve values from a checkbox you will want to use the following settings: On  of an automation rule, under Specific Field Values choose the field Prioritize […]

Automation & Scheduling Tips

Why Use Automation: Automated merging is the most efficient use of time and API resources. It is also the most accurate way to merge true duplicate records by eliminating human error. While creating automated merge rules, you should take the time to consider all fields and how they need to be managed. Input these rules […]

Creating Notes

There are two ways to create notes: for all fields (in the Default Field Rule section) or just specific fields (in the ‘Actions’ section for the specific field rule configured). You will need to set it up for Leads, Contacts and Accounts in their respective merge rules. Likewise, you can add the fields to your […]

Automation Report

The Automation Report is more of a monitor than a report. You can monitor an automation job in real time. You can also see historical information about automation jobs. Records that get merged from an automation job are also included in both the Merge/Convert Report and the Audit Report. At the top of the Automation […]

Audit Report

The Audit Report is very similar to the Merge/Convert Report, however it can be customized. As part of the Automation Rules, you can select fields for each of the objects to be added to this report as the records are merged. In other words, you can choose to add Account Name, Full Name, Email Address, […]

Merge & Convert Report

The Merge/Convert report is a bare bones report. It shows the date, time, object, and filter that merged records. Records are listed by the Salesforce ID number. The final record is listed as a hyperlink into Salesforce. The report stores data over time and can be exported to CSV. If you’d like a more customizable […]

Run Window & Throttle

The Run Window and Throttle page lets you control the Salesforce API resources allocated to Cloudingo, and to define the time-frame in which an automation job can run.   There are two sections: Throttling Options and Run Window Settings. Throttling Options Cloudingo, just like every other external application or process that communicates with Salesforce, utilizes […]

Creating & Managing Merge Automation Rules

Cloudingo comes with default automation rules for each of the support objects (Leads, Contacts, Accounts, and Person Accounts). The default rules can be edited, but not deleted. You can create additional unlimited custom automation rules. Navigation To access your automation rules, choose Automation >> Manage Rules from the main DeDupe dashboard page. You can also […]

Automation Settings

Cloudingo’s Automation settings work in three ways to determine: Default selections for manual merges. These default selections can always be overridden. How selected groups in a Mass Merge will be merged. How all groups in a filter running Auto Merge will be merged. Automation settings are controlled from the Automation drop down menu on the […]

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