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