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 […]

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 […]

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 […]

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 […]

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 […]

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. […]

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 […]

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 […]

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 […]

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