Step 1 Install the Agent

Before you can get started, you must install and deploy the Cloudingo Agent inside salesforce.com. The Cloudingo Agent is required as it provides a secure and streamlined means of communication.

You can find the Cloudingo Agent in the Salesforce AppExchange.

install agent


Step 2 Create a Cloudingo Account

Create a Cloudingo account by filling out the registration form here.

Create account


Step 3 Login to Cloudingo and Connect

You may have already connected to Salesforce during your initial trial setup. If not, login to Cloudingo and click “Connect to Salesforce” from the platform dropdown on the Cloudingo dashboard. You must use a Salesforce Administrator account with Cloudingo.

connect


Step 4 Initial Profile

During the initial profile, Cloudingo will search for patterns and clues that will help it to identify duplicate records. When profiling is complete, Cloudingo will run all the standard filters and show you the results. Don’t worry; no changes will be made to your data at this point until you commit and save them.

profile


Step 5 Use Prebuilt Filters or Create Your Own

Filters are like lenses that you can look through to see a bucket of records that look similar. As an example, if you wanted to see all leads that had the same email address and last name you could create a filter that looks at those specific lead fields.

Cloudingo comes with some standard filters that you can edit or you can just create your own. We encourage you to experiment!

use filters


 

That’s it!

Now you’re ready to create and edit more filters or start merging duplicates. Setup automation rules so Cloudingo can run on a schedule and you can get back to work.