Tips & Tricks

How to Dedupe and Where to Start

The first time you login to Cloudingo you may look around and wonder how to dedupe and where to start. Should you look at Leads first? What’s the best filter to use? Before we tell you what we r...

Previewing & Testing Merge Rules

It is recommended that you take a little time in the beginning to see how your records will be handled. After you have created your merge rules, randomly view a few groups of duplicates to see if the ...

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...

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 du...

Adding & Updating Import Fields

Scenario: You’re using the import wizard. For those that are duplicates, you want to add new information and update blank fields. Solution: You can add new information on an import file in a cou...

Rule & Automation Summaries

With all the fields and criteria available to create an automation rule, it can sometimes seem confusing as to what the rule will actually do. That’s why we give you the option to view a summary...

Customizing Grids

To make it easy for you to rapidly work through your duplicate groups, we made the merge grid display customizable. Here are five techniques that you may not know exist inside Cloudingo.

Grid & List Dashboard Views

Two Views Depending on your preference, Cloudingo has two ways to view your dashboard: grid and list view. Move the slider on the image below to see which view you like best. [twentytwenty] [/twentytw...

Using Exceptions

To obtain the most accurate and complete Salesforce data you can do this and this. Diving even further, you can add exceptions for when you don’t want Cloudingo to automatically merge records, and i...

Specific Field Values

To get the most complete and accurate record in Salesforce, follow these tips when setting up automation rules. But you can get increasingly precise and control things down to the individual field val...

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