Cloudingo Audit reportThe Audit Report is very similar to the Merge/Convert Report, however it can be customized. As part of the Automation Rules, you can select fields for each of the objects to be added to this report as the records are merged. In other words, you can choose to add Account Name, Full Name, Email Address, etc. to the report to make it more meaningful. These selections must be made before merging records.

This report gets generated when records are merged. Once the records have been merged, field values are gone and cannot be added to the report (because Cloudingo does not store or cache your Salesforce data). The report stores data over time and can be exported to CSV.

To configure a field for audit, you will need to edit your existing automation rule(s). Add a Specific Field Value rule for the field(s) that you wish to audit. If you are only adding a field to the rule so that it can be included to the Audit report, but you do not want to change the behavior of the field value selection for merge, make sure that you set the rule and override setting to match your Default Field Value selection (which is the 2nd setting in your automation rule just beneath the master definition and just above the specific field rules). For example, if your default field value selection is Newest (ordered by MODIFIED date) And override master when blank, then you would want to set your specific field rule & override to be the same. You will see an ‘Actions’ section when setting up your field rule. From the ‘Actions’ page, select the option to perform the ‘Audit’ for the field.