Cloudingo gives you the ability to update and delete Salesforce records in bulk using the Data Maintenance module.

There are 3 Mass Update filter options to choose from:

Update Unique Records: Cloudingo allows you to create a unique list of records that you want to update in bulk. To do this, specify which records you want to update by choosing specific field values (such as – update all records that have a company name of XYZ, or update all records that have a status of Open and that were created today). Once you define how you want to pull your list of records, you can specify what you want to do with them. You can update specific field values in bulk for the list – or perform actions on (like attaching to a campaign, mass converting leads into contacts, or creating a note). Click the link to access the help article for this feature.

Update Matching Records: Cloudingo offers an update filter that is basically a hybrid of the basic de-dupe filter with the ability to perform updates to the corresponding/matching records, rather than perform a merge of the records. After building the list of duplicate records, you can choose to update all records or just the non-master records. You can then update specific fields with specific values, update the non-master record values with the master record values, or update a field value to be blank. Click the link to access the help article for this feature.

Update Contacts From Account: Cloudingo offers an update filter that allows you to update contact values with a matching account’s data (or the contact’s associated account’s data) in bulk. When creating the filter, specify which Contact records you want to update by choosing specific field values (for example- find all Contact records where the Contact’s street address matches an Account’s Street and City, the Contact record was created with today’s date, and the Account’s name contains ‘XYZ’. *This will pull in records where the Contact’s Account Name may differ from the Account’s Account Name since we are not matching up the records by name – only street.* Then, choose what you want to update on the Contacts from their associated or matching Account (for example- update the Contact Account Name & owners to be the same as the associated Account owner). Click the link to access the help article for this feature.


 

There is one Mass Delete filter option available:

Delete Unique Records: Cloudingo allows you to create a unique list of records that you want to delete in bulk. To do this, specify which records you want to delete by choosing specific field values (for example, choose all records that do not have an email address, do not have a phone number, and do not have an address). Click the link to access the help article for this feature.


Note: There is a report option available to show you which records were run on any job. The report will provide you with the Salesforce ID in case you need to get a list of user(s) that were in the job. To access the report, click on Reports from the top navigation menu and select the Data Maintenance Report.

 

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