Libraries (Marketo)

Cloudingo offers libraries and templates for quick and easy sharing configurations with other users or across environments and streamlining data cleansing processes.

Informational Warning Regarding Images and Language Within Embedded Help Articles:

• Images and videos may depict objects that are not supported within Marketo. The only object supported is the Lead/Person object. Cloudingo filters and rules will use “Lead” as the object label.

• Any references to “Salesforce” within the help articles and videos should be interpreted as “Marketo”.

• Lead conversions are not supported (only Merge is supported).

• Import Templates:

  • Options referring to Contact and/or Account are not supported.

  • Options referring to Record Type are not supported.

  • Step 2 Tracking Action Settings are not supported.

  • Multi-object import is not supported.

• Excluded Records:

  • File format for uploading protected list requires the Marketo ID (file header Record ID).

Filters Library

Backup, archive, or share filters with other users or across environments (from Sandbox to Production or vice versa).

Related articles:
Filters Library

Rules Library

Backup, archive, or share rules across environments (from Sandbox to Production or vice versa).

Related articles:
Rules Library

Import Templates

Create templates to automate the import process.

Related articles:
Import Templates (Rapid Import)

Synonyms

Synonym options are available for select fields when configuring filter-matching criteria. The synonym list is visible and editable.

Related articles:
Synonyms

Excluded Records

Records can be hidden or protected from Cloudingo to prevent merging/updating/deleting. The record list can be managed.

Related articles:
Excluded Records