The top margin of the dashboard provides some key navigational links that are always visible:

 


1. Activity Stream

The icon at the far left will open and collapse the Activity Stream. The Activity Stream provides information on how Salesforce has processed information from Cloudingo. The Activity Stream allows for monitoring real time jobs to see if they are successfully processing or if there are a large number of errors being reported back.


2. Activity Stream Pin

The Activity Stream can be collapsed to make your work space larger, or it can be pinned open or closed with the icon in the upper right of the Activity Stream box. Your pin selection will be remembered and applied every time you login. You can re-open the Activity Stream again at any time by clicking the Activity Stream icon at the top, left.


3. Platform Dropdown

The platform drop down menu indicated by the  icon lists details about your connected Salesforce platform(s). From the drop down you can see the status of the platform, you can edit the settings for your platform connection, and you can add additional platforms up to the allowed limits of your license.


4. Modules Dropdown

Clicking this button will bring up the different modules – Dedupe, Data Maintenance, Imports, Reports, & Integrations (only available for Enterprise license).


5. Account & Library Menu

Account: View and Edit information and details about your Cloudingo account (including the menu’s First & Last Name displayed).

Filter Library: Copy filters to and from your filter library for easy transfer to additional platform connections. If using multiple user logins, you can use the library to copy filters to additional users as well.

Automation Rules Library: Copy automation rules to and from your automation rules library for easy transfer to additional platform connections.

Change Password: Use to change the password for logging into your Cloudingo account.

Change User Name: Use to change the user ID for your Cloudingo account.

Logout: Use to sign out of your Cloudingo account.


6. Admin Menu

Subscription: View your current plan, update your credit card information, request training, add on exportable or automation preview (pre-merge) reports, and view all past payment transactions.

Settings: (Available for Enterprise license only) Manage your security access mode for multiple user logins.

Roles: (Available for Enterprise license only) Edit or create new security permissions for users (when using multiple user logins) in Cloudingo.

Users: (Available for Enterprise license only) Add new users (when using multiple user logins) and assign them permission roles.

Objects: Pre-Set fields that need to be indexed for your filter calculations. If custom objects is enabled in your org, manage your custom object field selections for filters & rules here.

Dashboards: (Available for Enterprise license only) Create new filters for users (when using multiple user logins) that can be copied from the filter library.

Synonyms: Manage and customize the pre-set list of synonyms used in Cloudingo’s synonym matching algorithms (ex. Bob/Robert, TX/Texas, UK/United Kingdom). Synonym matching is available for First Name, State, Country, & Street (when using fuzzy logic on street).

Data Services: Enable and manage your data services credits, such as address validation.

Excluded Records: Manage all records that are protected or hidden.


7. Help Menu

 Provides a fast and easy way to get training and help for Cloudingo and to contact our support department.

Page Help: Provides a pop-up window with help text specific to the page you are currently on.

Cloudingo Overview: Provides a general overview of Cloudingo and information on how to get started.

Contact Support: Generates an email direct to the Cloudingo support team.

Master Subscription Agreement: View your accepted contractual agreement with Cloudingo.

Support Info: Provides information about your use of the Cloudingo web service for support purposes.