Data maintenance jobs look very similarly to deduping filters.

The blue tiles on the Data Maintenance Module dashboard represent individual jobs that analyze your data in specific ways. At the top of each tile is a title and a navigational menu for the individual job. Beneath the first row is additional information about the job, whether it is a Mass Delete, Mass Update, Address Validation & Standardization, or a Geocode job, and the fields used to pull records.

Data Maintenance Tile

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

Matches

Cloudingo displays the total number of records from the database that were found based on the job criteria.

The navigational menu in the upper right corner of the tile has the following options:

Calculate Totals – Tells the job to analyze data and report any current matches based on the selected fields. Simply calculating totals does not modify anything.

Schedule – Allows you to schedule when you want the job to run (i.e., every night at 10:00 PM). Optionally, you can start automation as part of the schedule. Using schedules with automation allows you to, for example, find all the matching records every night and auto-update or auto-delete them.

Edit – Opens the job edit page where changes to job configuration can be made.

Copy – Creates a copy of the current job that can be used as a template for a new job.

Delete – Removes the job from the Cloudingo dashboard.

View History – Opens a historical report on the job—when it was run and what the results were.

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

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

Note
Scheduling automation from the navigation menu is different from the concept of the Automation Run Window & Throttle. The Automation Run Window (accessed from the Automation menu at the top of 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.

Save