Filters

Using Email Username to Find Duplicates

A common method to find Salesforce duplicates is to use the username (also called the Email ID) portion of an email address (the part before the @ sign) to find matches that have different email domains (the part after the @ sign). For example, you may wish to find matching records such as jwilliams@company.com and […]

Excluding Email Domains in Filters

If you would like to find duplicates based on matching email domains, you can exclude multiple domains (such as gmail.com, yahoo.com, hotmail.com, etc.) to narrow down your search. Step 1 In Salesforce you will need to create a new custom field on the object called Email Domain with the following settings: (Note: If your formula […]

Cross-Field Matching

You can use a filter to check two fields against each other to find duplicate matches using the ‘Cross-Matching Merge’ option. For example, if you have two email fields in Salesforce (such as Email and Alternate Email), you can compare them against each other using cross field matching. Another example would be Billing Address and […]

Match on Empty

When creating or editing filters, on Tab 2 you will have the option to match on empty. Match on empty will include records where the field value matches or is blank. IMPORTANT: Best practices determine that the “Match on Empty Field” should only be used for a secondary cleanse of the data. You will get […]

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 […]

Using Synonyms to Find Duplicates

One way Cloudingo recognizes that records are duplicates are through synonyms. Take for example two Contacts: William Thompson and Bill Thompson. Using synonym matching, these will be classified as dupes. When creating or editing filters, enable synonym matching by marking the check box in any of these three fields (note: you must select Exact in […]

Primary vs. Secondary Fields

Primary Field The Primary field is the first field added to the selected fields list. Your Primary field will by default be your Group Name that is displayed in the Merge Preview page. The Group Name can be changed in the ‘Group results by this field‘ drop box. The Group Name is the field value […]

Deleting Filters

Keep your Dashboard clutter free by deleting filters that you no longer use. Your filters reflect potential duplicates that need to be managed on a routine basis. Deleting filters that you no longer need allows you to focus on your priorities. To delete a filter, find the filter that you want to delete on your […]

Filter Titles Best Practices

The filter title is the easiest way to identify from the dashboard what duplicates are being found within that filter. The title should reference the object that you are working with as well as some indication of the filter criteria. For example, if you have built a filter looking at leads matching on email and […]

Can't find what you're looking for? Tell us what issue you're having and we'll get back to you as soon as possible.
Contact Support