The blue tiles on the dashboard represent individual filters that analyze your data in specific ways. At the top of each tile is a title, and a navigational menu for the individual filter. Beneath the first row is additional information about the filter, whether it is a Merge filter (like objects) or a Convert filter (cross objects), and the fields used to identify duplicate matches.

The lower portion of each tile lists the status of the filter, for example, when it was last run, or if it is re-calculating totals. At the bottom of each tile is a large hyperlinked region to the results page (the page where you can see the duplicates identified by the filter and where you can begin working with them). This region also lists the results of the filter run:

Filter diagram

Groups

Cloudingo uses the concept of groups. A group is the set of records that matched on the fields in question. A group must have at least two records, but it can have more than two. Groups are ways of combining individual records into sets of duplicates.

Matches

Cloudingo displays the total number of individual records from the database that are included in all of the groups.

Filter Navigational Menu


Calculate Totals

Tells the filter to analyze data and report any current duplicate matches based on the selected fields. Simply calculating totals does not merge anything.


Schedule

Allows you to schedule when you want the filter to run (i.e. every night at 10:00 PM). There is an option to start an automation job as part of the schedule. Using schedules with auto-merging allows you to, for example, find all the duplicates every night and auto-merge them.


Edit

Opens the filter edit page where changes to filter configuration can be made.


Copy

Creates a copy of the current filter that can be used as a template for a new filter.


Delete

Removes the filter from the Cloudingo dashboard.


View History

Opens a historical report on the filter—when it was run and what the results were.


Start/Stop Automation

Starts a one-time automation job on the current duplicates that the filter has found. Once a job has been started, it can be stopped from the filter menu.


Export

Exports the filter results (record IDs) to a spreadsheet. This is an optional add-on feature to the Cloudingo license.


 

Note
Scheduling an automatic filter run from the Filter Navigation menu is different from the concept of the Automation Run Window & Throttle. The automation Run Window (accessed from the Automation menu on the dashboard) allows you to configure when Cloudingo is allowed to perform automation jobs. An example would be that your organization has an external system that does nightly synching with Salesforce at 2:00 AM. During that time you may want to prevent any automation jobs from running inside Cloudingo. Think of it like a blackout window.

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