To obtain the most accurate and complete Salesforce data you can do this and this.

Diving even further, you can add exceptions for when you don’t want Cloudingo to automatically merge records, and instead, set the duplicates aside for you to manually review and merge.

A great example would be when the status of one Contact is “prospect” while the duplicate record’s status is “customer.” In this scenario, you would most likely prefer to have the record owner settle the discrepancy and determine which status is correct.

For more information on what Exception rules are available, please visit our Merge Automation Rule help page.