Data Maintenance Module

Creating Data Maintenance Jobs

What is a data maintenance job anyway? A job allows you to look at a set of records that match user-defined criteria (field values within the records). The types of jobs you can perform are mass update, mass delete, geocode, and address validation. Cloudingo comes with some standard jobs but it’s easy to create your […]

Anatomy of a Job

Data maintenance jobs look very similarly to deduping filters. The blue tiles on the Data Maintenance Module dashboard represent individual jobs that analyze your data in specific ways. At the top of each tile is a title and a navigational menu for the individual job. Beneath the first row is additional information about the job, […]

Address Validation & Standardization

Watch this tutorial video to learn more about address validation and standardization or follow the step-by-step instructions below. Instructions Once you’ve created a data maintenance job and the job has finished calculating, click on the matches link to view the results of the records found by the job. Check to ensure that you are seeing […]

Mass Update and Mass Delete

Cloudingo gives you the ability to update and delete Salesforce records in bulk using the Data Maintenance module. Watch this tutorial video to learn more about mass updating and deleting records or follow the step-by-step instructions below. Instructions Once you’ve created a data maintenance job and the job has finished calculating, click on the matches […]

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