Automation

Handling Fields Differently from the Master

There are 2 rule settings that determine how to choose fields (differently than your master) for field value selections based on your specific business needs. Default Field Values – Define the g...

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...

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 additio...

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