Hidden and Protected Options Dropbox Pre-Protected highlighted

When viewing records side-by-side on the merge or convert grids, you have additional ways to handle records:

Merge menus

Protect in Cloudingo: the record cannot be merged/converted or updated, but will still be shown in the grid

Hide from Cloudingo: the record will not be shown in the grid as a duplicate

Delete from Salesforce: instantly deletes the record in Salesforce right from Cloudingo

View in Salesforce: pulls up the Salesforce record in a new window

A note about Protecting and Hiding Records

Protected records: If you choose to protect a specific record from Cloudingo, the record will still appear in the filter results if a duplicate is detected, but the protected record will never be merged/converted or deleted. To unprotect a record, select “Unprotect from Cloudingo” in the grid at any time (for records that are already marked Protected).

You can also choose to have a protected record serve as your master record.

Hidden records: When a record is hidden from Cloudingo, the record is ignored entirely and it will no longer appear in the filter results and merge/convert/delete actions will be bypassed on the record.

Navigation to Excluded RecordsManaging protected and hidden records: To manage hidden records click “Excluded Records” from the Account dropdown menu in the top right corner. Both Protected Records and Hidden Records can be managed from this page. Check any records you wish to unprotect or make visible.

Uploading records to exclude: You may also upload a CSV file of records you want to be protected or hidden in Cloudingo. The CSV file must have column headers “Name”, “Record Id” and “Object” in order for the file to properly upload and exclude records. Name column is for you to identify the record being excluded. Record Id column must have  a 15 or 18 digit id for the records to get excluded from merges or converts. Other values in the Record Id column will get ignored and displayed to you in a warning message advising you of the error. Other records with a valid record id will still get excluded. Object column should be populated with the object type for the records being excluded. You may have more than one object type in the same CSV file. Successfully excluded records will be shown under the protected or hidden records grid under there object type. You can download a CSV template file here (Excluded-Records-Template).

Community Portal Users are marked as Protected by default. If you would like to disable that option, do so on this page by unchecking the ‘Protect all community portal users’ option.