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 […]
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 […]
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 [&hel...
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...
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 […]
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 […]
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 […]
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 […]
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 […]
When faced with duplicate records in your database, the probability increases that old and missing information exists. One employee may use Duplicate Record 1 to log a phone call, while […]