At the very top of the page,  you will see your navigation options.

The main window of the Cloudingo Dedupe Dashboard lists the filters that analyze your Salesforce data for duplicates.

Above the filters, at the right margin, are the key navigation menus that enable you to configure and work with Cloudingo.


Actions

Create New Filter: Use to build a new filter for finding duplicates on the dashboard.

Re-order Filters: Customize the order in which your filters are displayed via drag-and-drop (new filters are always added to last position on the dashboard until you customize the display).

Re-Calculate Totals: Re-runs all filters on the dashboard. Running a filter means the filter analyzes the data in Salesforce for any changes or new duplicates.


Automation

Manage Rules: Create and edit rules for automated merging of duplicate records.

Manage Owner Mapping: Manage mappings for re-assigning ownership during merge/convert.

Run Window & Throttle: Control the amount of resources allocated to Cloudingo, and when an automation job can run.

Start Automation: Start an automation job to automatically merge duplicate records. (Click here for more information on configuring automation rules before triggering an automation job).

Get Started

Access Cloudingo’s Get Started Guide at any time.


Dashboard Display

Toggle between grid and list views of the filters on the Cloudingo dashboard.