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 […]

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 […]

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). […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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