Release Updates

Cloudingo is always evolving and will never go stale. Based on user feedback, our in-house development team is continually working on new features and releases.

Keep track of Cloudingo’s latest releases and updates right from this page. The most recent releases are at the top.

4.0.5 - September 16, 2024

Convert

• Added ability to default record type selections.
  • Dedupe Mass Convert (Lead to Contact & Lead to Account): Available in Step 4 of the convert rule.
  • Mass Convert (Data Maintenance): Available in Step 4 of the job/filter configuration.

Data Maintenance (Update Unique Records)

• Added new combine list options to the Transform type list (combine values using semi-colon, comma, pipe, etc).

Filters

• Added new limit records/groups options; available in Step 3 and Step 4 of filter configurations to allow blank values in addition to required criteria.

Marketo Integration (Salesforce CRM)

• Added ability to select incoming record as the master when using Marketo webhook.

Marketo Merge

• Added option to 'Merge in CRM'; available in Step 1 of the rule configurations.

Reports

• Restore Activity report now allows filtering further back than 14 days.

4.0.4 - June 17, 2024

Automation

• Added option to 'Email me when complete' to notify when an automation job status is completed (located in the 'Start Automation' and 'Schedule' options).

Data Maintenance: Update Unique

• Added a new option to Step 2 of the 'Update Unique' job types to allow users to choose a pre-configured Dedupe filter to pull results in for a mass update.

Filters

• Added a new option to ‘Limit Groups’ in filter configuration (step 4)
  1. One or more records contains a certain value
  2. One or more records does not contain a certain value
• Added a new filter menu option to 'Bulk Update' that will automatically create a new 'Update Unique' Data Maintenance filter for quick, easy setup to bulk update records within a Dedupe filter. 

Marketo

• NEW PRODUCT AVAILABLE! Cloudingo now offers Marketo data cleansing. See more details at help.cloudingo.com under the Marketo section.

4.0.3 - Feb 29, 2024

Filters

• Added new option to ‘Limit Groups’ in filter configuration (step 4) 
  • One or more records has a date older than x # of days.

Rules

• Added two new master record selectors (available for Account object rules only):
  • Account with the most Opportunities
  • Account with the most Contacts

Misc

• Multiple tasks performed for pre-work requirements for future release.

4.0.2 - November 30, 2023

Libraries

• Find Data Templates: A new feature to view and edit existing find data templates has been added.

Owner Mapping

• Added ability to bulk delete and reassign owner mappings.

Real-Time Merge

• NEW FEATURE! Available to Professional and Enterprise level license users only. Enable real-time merge on any single filter (per object) to capture incoming records and dedupe automatically (without the need to recalculate results or schedule filter runs).

Reports

• Automation Summary report has been updated to include the user performing the job.
• Added a new ‘Schedules’ tab to the Report dashboard options. The page will display all report schedules configured for all users. Report schedules can be added, edited, or deleted from this dashboard.

Rules

• Added a new master rule option that chooses the 'Record with Active Owner' so that a record with an Inactive Owner assigned is not chosen as the master.
• Added a new option when configuring a field-specific rule on the 'Owner ID' field to “Choose active owner when master has inactive owner”. The rule will choose an active owner from one of the non-master records if the master record's owner is inactive.

Undo/Restore

• For customers using Contacts with multiple Account associations with Account/Contact Relationships, restores may have previously failed on direct account relationships with a message that a relationship already exists between the contact and Account. The reparenting has been redesigned to insert the indirect relationships to the AccountContactRelation object so that multiple related accounts are tied to the Contact. Primary account record is not added to the AccountContactRelation since it already exists.

Misc

• Multiple enhancements to impact speed of processing.
• Multiple tasks performed for pre-work requirements for future release.

4.0.1 - September 6, 2023

Filters

• Added new option to 'Limit Groups' (Step 4) for 'one or less has a value'.

Reports

• Added an Import Report, which graphs import actions such as adding an import, pushing records, and scans or graph the number of records pushed by object type.

Rules

• Added 'or' logic in exclusion rule when using 'non-master value has specified value in field' setting.

General System Changes

• Multiple enhancements to impact the speed of processing.
• Multiple tasks performed for pre-work requirements for future release.

4.0.0.0 - June 20, 2023

Filter & Rule Libraries

• Any admin user can now delete filters & rules from libraries for any user.

Merge

• Added custom code to prevent circular hierarchy dependency errors.
• Added ability to auto-merge Accounts before Contacts when hybrid merge (for Household Contact/Account) merge feature is enabled. A separate checkbox option is available in step 1 of the filter configuration. The "Merge Related Direct Accounts" (the original setting) merges Contacts first then the associated Households. If the option "Merge Related Direct Accounts before merging Contacts" is also enabled, the Account merge will take place first then the associated Contacts.

Owner Mapping

• Added the ability to set up multiple inactive users at the same time (new UI).

3.9.4.0 - March 27, 2023

NEW! User Interface

• Cloudingo has a new user interface. Underlying configurations and features remain the same. Only the look and feel (and navigation) have changed. Existing users will be able to toggle between the old & new UI for a limited time.

3.9.3.0 - January 30, 2023

Custom Merge

• Improved behind-the-scenes processing. This will help circumvent CPU limit errors during the custom object merge in many cases.

Excluded Records

• Added ability to filter by excluded record date added & bulk delete options (New UI Beta Version Only; Not available for all users yet)

Reports

• Duplicates Eliminated Report: Updated report to be real-time counts displayed. Previously, the report was updated nightly.
• Activity Stream Report: Update report headers on output

Rules

• Added a tiebreaker option to the Default Field Rule when impacted rules are chosen that require a tiebreaker decision.

Undo/Restore

• Added new backup options for merging with Imports.

General System Changes

• Numerous updates and revisions made to a new Beta version (not yet released to the general public)

3.9.2.0 - November 9, 2022

Filters

• Added new options to tab 4 filter configurations to further limit groups where 'only one record' in the group of matches fit the criteria specified. Options include: have a value, have no value, contain a certain value, have an exact value, starts/ends with a value, does not have an exact value, does not start/end with a value, & does not contain a certain value. Our help article on tab 4 'Limit Your Groups' section within the filter configuration can be found here:
  https://help.cloudingo.com/docs/creating-editing-filters#tab-4-limit-your-groups

Rules

• Added a new option to specific field rule when using the 'Combine field values into another field' option under the 'Actions' setting of the field level rule. Users can now choose a setting that will exclude copying values from any non-master record where the value is the same as the master record's value. Our help article on this setting can be found here:
  https://help.cloudingo.com/docs/creating-managing-automation-rules#-actions
• Added the ability to setup specific field rules on formula fields in specific cases. If a formula field is used in a field grouping as the controlling field, the formula field can now be used to define a field rule to determine how the grouped fields will be chosen for merge. Formula fields are system determined fields that typically cannot be 'set' during merge, because the value is inherited from the record or formula used to determine the field's value. They are not editable fields on the record. But, now these field types can be used for determining how other fields are chosen & passed during merge within the group of matches. The formula field itself will still not be passed during merge, but will inherit the appropriate value once the merge completes. Our help article on grouped fields can be found here:
  https://help.cloudingo.com/docs/creating-managing-automation-rules#tab-2-group-fields

General

• Pre-work to add table structure, server support, and other mechanisms to prepare for large, new, unreleased features coming soon

3.9.1.0 - June 21, 2022

Data Maintenance

• Added options on update jobs to update to “Today” or “Now” (which will populate field choice with today’s date, today’s date/time, or time depending on field type at the time of update)
• Address Validation jobs configured to use Transform on Country Code to Country Name is now processed at time of validation/standardization

Error Handling

• Customized common merge/convert errors returned from Salesforce into a more user-friendly message delivery

Filter Library

• Added ability to copy to multiple users when copying filter(s) into user dashboard(s) from library

Find Data

• Added ability to handle two or more columns with the same name with or without mapping

Import

• Users can now set a limit on the import batch size
• Added country transform option
• Added search lookup for ID values when using on-the-fly filter criteria
• Added ability to allow users to go back to Step 5 and toggle to ‘Limit Results’ to view details when using on-the-fly filter criteria

Manual Merge

• Changing the master and then deselecting the original master manually while using ‘Run Master Rule When Record Excluded’ option will now re-process the rule against the remaining selected records & new master

Quick Search

• New feature! Use Cloudingo’s Quick Search tool to find one-off records to merge or convert without having to search for records using filter criteria. See more details in our help article here: https://help.cloudingo.com/docs/quick-search-1

 Reports

• Automation Preview report option is now automatically available for all Professional & Enterprise level licenses without needing to contact Support (report options are customizable)

Rules

• Added a new rule option at the master and specific field level for ‘First record with no value in given field’
• Added tiebreaker option for Override Master Value with value not on ignore list
• When using ‘combined list’ rule on multi-picklist fields, validation on existing picklist values will now be case insensitive 

3.8.8.0 - October 28, 2021

API

• Introduced a new rule for incoming records (for prioritizing import or API record data over existing data during merge) and changed the ability to designate master record for incoming records (master will always choose a Salesforce record).  For users that were using rules previously configured for API using Oldest Created Date, those rules were put into ‘Classic Mode’ to prevent the import merges from being handled differently. Action will be required for import rules to switch off of Classic Mode to Current Mode. For current API users, please pay close attention to this change. You can find more information on the change details and announcements/alerts, by visiting our help article here:
  https://help.cloudingo.com/docs/importing-records#import-automation-rules

Automation

• Added option to bypass Undo/Restore during a one-off automation job

Data Maintenance

• Added Country transform options to the Update Unique Records & Mass Convert job types. When configured, you can choose to transform the value from Country Name to Country Code or from Country Code to Country Name.
• Added support for includes/excludes for multi-picklist fields.

Dashboard

• Added ability to add user filters to the filter library from within the Manage Dashboards screen.
• Added ability for current users to view their own dashboards within the Manage Dashboards screen.

Filters

• The Company Name Cleaned matching algorithm is now customizable under the Synonyms section. See more details in our help article here: https://help.cloudingo.com/docs/creating-editing-filters#company-clean
• Added greater than, less than, equal to filtering options to numeric and currency field types.
• Added a pre-filtered report option to the filter menu called 'Errors & Warnings' that will list the merge/convert failures for the specific filter you run the report from. Click the specific filter menu options to find this new option.
• Added a Details option to the filter menu that will provide details on the filter description and which automation rule is assigned. Click the specific filter menu options to find this new option.

Import

• New filter option in Step 5 of the import process allows users to now create filters on the fly specifically for the import they are running. Users will have the option to choose an existing filter or create their own filtering logic.
• Introduced a new rule for incoming records (for prioritizing import or API record data over existing data during merge) and changed the ability to designate master record for incoming records (master will always choose a Salesforce record).  For users that were using rules previously configured for imports using Oldest Created Date, those rules were put into ‘Classic Mode’ to prevent the import merges from being handled differently. Action will be required for import rules to switch off of Classic Mode to Current Mode. For current import users, please pay close attention to this change. You can find more information on the change details and announcements/alerts, by visiting our help article here:
  https://help.cloudingo.com/docs/importing-records#import-automation-rules
• Added option to Step 6 to Start Automation directly from the import without needing to Rescan the file to auto-merge.

Merge Preview

• Added a ‘Save & Load Next’ option to the merge preview page for manual merging.
• Added a new Refresh Portal Users option & hourly User sync for users who have portal access enabled in their orgs. 

Reports

• Automation Preview is now customizable with a new output option.
• Automation Preview now supports convert filters and will include incomplete import records uploaded to the import wizard that would be included with merge/convert filters.
• Added additional search options to Merge/Convert Summary report.
• Added a quick link to the Activity Stream Errors/Warnings report that will give more details from the Merge/Convert Summary report on failures.
• Added new option to Report schedules that can now include the graphical view to the emailed report.

Rules

• Added new rule option to choose an incoming (import or API) value for merge. This is replacing the classic mode where incoming record used the Oldest Created Date for the rule when choosing the incoming record.  For current import or API users, please pay close attention to this change. You can find more information on the change details and announcements/alerts, by visiting our help article here:
  https://help.cloudingo.com/docs/importing-records#import-automation-rules
• Added a new specific field rule to ‘inherit default field rule’ and ‘inherit default field override’ settings to allow for Actions settings without needing to setup a rule & override (which could potentially change behavior for the field value chosen if not configured correctly to match the default field rule/override). These new options also allow for fields grouped together to be chosen for Action features only (such as creating a note, audit, combine value into another field, etc.)
• Added tiebreaker options at the specific field rule level for several rules (Most Common, Override Master Value With Value not on Ignore List, Preserve Master Value if not on Ignore List, Most Complete by Grouped Fields, & Field With Max Characters).
• Added ability to set current date/timestamp during merge for custom date fields.

Undo/Restore

• Added additional search options for finding specific groups within the Merge/Convert report.
• Added new options for backing up Notes & Attachments. Options include Quick, Basic, or Deep tracking. The previous (and only option) was Deep tracking.

3.8.7.0 - July 6, 2021

Data Maintenance

• Added a new option to the Update Matching Records job type that allows users to choose to only update the Master record. Prior options allowed update all records or child records, but there was not a way to update only the master. This option appears now in tab 4 (‘What fields do you want to update’ section

Excluded Records: Protected & Hidden Records

• Added new option that will allow for bulk deleting protected and/or hidden records from a user defined list.

Import

• Added intelligent lookup when file data contains an ID value that uses the 15 digit record ID. Cloudingo will attempt to automatically pull in the full 18 digit ID during the file processing.

Integrations: Callback API/Endpoint

• Added option to test the web hook without requiring a job to be processed first. The pop up will allow users to set custom values for the given macros and see the returned response.

Reports

• The backup & restore activity reports now contain the Backup Job ID. This ID is an internal value stored on the backup job, but will be useful to users who want to filter out all backup/restore activity within a specific job. Prior to this, it may have been difficult to see within the report which backup plan related objects were a part of.
• Added additional date range options to the (graphical view) Dedupe & Data Maintenance Audit reports that display on the Reports dashboard. New options include the ability to go back and view data for last 60 or 90 days.

Syncing Process

• Added a server-side option that allows for more frequent user syncing (hourly vs. daily). This will help allow for more frequent updates to portal user designations on records within Cloudingo. If you would like this enabled, please contact our Support Team (through Help >> Contact Support within Cloudingo).

Undo/Restore

• Notes and Attachments: Added options for backing up/restoring Notes and Attachments. Previously these items were automatically backed up with the feature, with no option to disable them. Options now allow users to set a preference to not backup notes/attachments at all, track all notes and attachments, or to track notes and attachments for the primary object only (not related objects). The default will still be to track all notes and attachments.
• Advanced Settings: Currently, these items must be enabled by through your Account Representative or through our Support Team. The new options are ‘Reparent other related objects’ and ‘Track all related objects’. Both options cannot be enabled at the same time, this is an either/or setting. The primary difference is that the "Track All Related" will reparent and restore any related object related to the objects involved in the merge, while the "Reparent related" will only reparent the related objects and will not recreate them if they no longer exist. Please contact our team if you need more details on these options.

General System Changes

• There were numerous additional changes made to help improve overall performance, security requirements, requirements in preparation for future features, error handling, and much more that cannot visibly be seen within the application itself.

3.8.6.0 - March 9, 2021

API Integration 

• Added ability to choose to enable Lead Assignment Rules.

Automation Rule

• Added an option under ‘Actions’ for field rules in the ‘Combine values into another field’ option that allows user to copy all values from all records OR only non-master record values (excluding the master value).
• Added new override master option for field level rules to ‘Always Override Master even with a Blank’ and changed previous ‘Always override the master’ to ‘Always Override Master with a value’. CLD-7172
• Added grouped fields to audit and notes list if the controlling field has audit and notes enabled (previously grouped fields could not be audited due to the inability to create individual field rules for the non-controlling fields).

Data Maintenance

• Added new option in Update Unique Records filter options that will allow users to copy a value from one field into another field. CLD-5294
• Added new transform types for ‘Update Unique Records’ filters: US State Name to State Code & US State Code to State Name. This will do a find/replace to standardize State values. CLD-6605
• Mass Convert filter: Added new ownership option and added Account search that checks for existing Accounts while converting Leads (to prevent creating duplicates). CLD-7482

Filters 

• ‘Starts With’ & ‘Ends With’ scope now supports ‘Or’ logic using multiple partial values. Values must be comma separated, no spaces. CLD-6179
• Added new scope options (such as ‘X number of days’) for date fields. CLD-7479

Import

• Added new transform types during mapping for: US State Name to State Code & US State Code to State Name. This will do a find/replace to standardize State values. CLD-7669

Marketo Integration

• Added an attribute so that user can map to a corresponding record within Marketo (even if there is none) CLD-7709

Merge Preview

• Added logic to check if the user is ‘Active’ when determining portal user or account assignment (previously it was only looking at the portal designation in the Users table, even if the user had been deactivated without the portal being properly disabled first). CLD-7653

Reports

• Added a new report called ‘Filter Schedules Report’ – which contains the filter name, user’s email, platform, if automation cleanup is enabled, the run recurrence, interval, start & end date.

3.8.5.0 - November 4, 2020

Automation Rule

• Added a new master record selector option for ‘Field with Max Characters’.

Data Maintenance

• New Mass Convert tool now available. This feature does not check for existing matches, but allows for easy configuration to bulk convert Leads into New Contacts and New Accounts.

Field Analysis

• Added new features to the field analysis report for Non-Bulk option, Additional handling for state code, Progress bard support, Records assigned to inactive owners?, Identify the % of records with an invalid email address (performance & memory), Add Field Analysis to daily activity report, Help text on dashboard.

Filters

• Added ‘Or’ logic when using ‘Contains’ or ‘Does not Contain’. Values should be comma separated, no spaces.

Reports

• Merge/Convert Summary now includes the Group Name from the filter results.

Undo/Restore

• Added Azure support

3.8.4.0 - September 1, 2020

Automation

• Added option that will immediately halt all automation jobs.The halt functions work independently per dashboard. Feature is located under ‘Automation’ >> ‘Halt & Disable All Dedupe Automation’ or ‘Halt & Disable All Data Maint. Automation’ (dedupe halt is done from dedupe dashboard and Data Maintenance is done from the Data Maintenance dashboard). The menu option will change to say Resume if the filters are already halted.
• ‘Oldest by given date field’ rules now require a value under ‘Options’ for the master or field level rules when editing or creating a rule with this specific rule type. Option setting requires that you specify if you want to treat blank as a value. Set the value to ‘False’ if you do not want to evaluate blanks for value determination. Set the value to ‘True’ if you want to evaluate blanks for value determination. If set to ‘True’, Cloudingo will assume the blank value as the oldest date (the beginning of time) since no date exists.

Automation Preview Report

• Added a column to the report output called ‘Duplicate Record Count’

Filters

• Added scope options to ‘Limit your records’ section (tab 3) of the filter configuration for multi-picklist fields. New options now include ‘Excludes Value(s)’ & ‘Includes Value(s)’. This allows searching individual, but multiple, picklist values independently without being inclusive of all values being required to meet the ‘or’ logic. Example: When using ‘Equal’ using multi-picklist values, all values must be present on the records for the match to be identified. When using ‘Includes Value(s)’, ‘or’ logic is used and will identify record matches where any record has a value set to one of the specified picklist values. These options only impact multi-picklist field types. All other field types already use ‘or’ logic when using ‘Equal’ or ‘Not Equal’ when set using comma separator (no spaces).
• Added scope options to ‘Limit your groups’ section (tab 4) of the filter configuration for multi-picklist fields. New options now include ‘One or more records excludes a value’ and ‘One or more records includes a value’. This allows searching individual, but multiple, picklist values independently without being inclusive of all values being required to meet the ‘or’ logic. Example: When using ‘One or more records has an exact value’ using multi-picklist values, all values must be present on the records for the match to be identified. When using one of the new options, ‘or’ logic is used and will identify all record matches where any record has a value set to one of the specified picklist values. These options only impact multi-picklist field types.

Find Data

• Added option in Step 4 to include/exclude file duplicates from the exported CSV

Undo & Restore

• New Feature! Added ability to rollback merged data to restore deleted records and restore related data back to the original record. For more information, please see our article & webinar here:
  https://help.cloudingo.com/webinar/undo-and-restore/

General

• Pre-work to add table structure, server support, and other mechanisms to prepare for large, new, unreleased feature

3.8.3.0 - June 10, 2020

Automation Summary Reports

• Re-arranged output to show newest job created in current view (descending order)
• Added custom date range option

Find Data

• Added Person Account object as a separate option for processing

General

• Pre-work to add table structure, server support, and other mechanisms to prepare for large, new, unreleased feature

3.8.2.0 - March 19, 2020

API Integration

• Users now have the ability to resend failed callbacks/webhooks.

Automation Preview Report

• Added option to cancel report job in the Automation Preview dashboard.

Automation Rules

• Added option to ‘Ignore Contact value’ to specific field level rules for convert rules. Option will allow users to always choose the Lead record value to update the Contact record for the specific field the rule is configured for.

Data Maintenance

• Address Validation now allows you to process jobs against portal users when the option to protect all portal users is enabled.

Find Data

• Modified output on exported CSV to pair original file data with a good Salesforce match to help customers filter to delete unnecessary data out of the exported data.

Manage Dashboards

• Admin users (using multi-user logins for Cloudingo) now have the ability to manage other user’s Reports, Imports, & Find Data schedules. Admins can also now add/hide report options for other users.

Speed Performance

• Optimized speed performance throughout the application.

Sync

• Added sync mode option that syncs using POSync jobs if batch jobs pending from Salesforce is less than 200 records per job. More than 200 records per job will use server to server polling for sync. The sync will handle both sync methods automatically based on customer server volume. The new mode also allows customers to enable custom objects for merge while still using API Integration at the same time.

3.8.1.0 - October 22, 2019

Data Maintenance

• Added bulk API for Data Maintenance filters to improve processing speed.

Filters

• Cloudingo previously checked database schema for new fields added to Salesforce upon login, forcing users to log out & back into the Cloudingo application before the field would be available to use in a filter configuration. There is now an option in Tab 2 & Tab 3 allowing users to refresh their field list from within the filter configuration or edit.
  

Merge Preview

• New settings are now available under the Options menu that will control how field values are chosen when manually deselecting records for merge. Previously, Cloudingo only allowed field level automation rules to re-run after deselecting a record. New options allow now available for re-running master level & group or field exclusion automation rules after deselecting records for merge.New or renamed options include:
  ‘Run Master Rule When Record Excluded (Merge only)’ (NEW)
  ‘Run Field Rules When Record Excluded’ (Option previously existed under ‘Run Rules When Record Excluded’ name)
  ‘Run Exception Rules When Record Excluded’ (NEW)
  For more information, please see our help article here: https://help.cloudingo.com/article/customizing-merge-grids/

3.8.0.0 - August 13, 2019

Automation Rules – Field Groups

• Cloudingo now allows you to setup field groups using a controlling field (which can be used in a field level rule) and non-controlling fields that are part of the field group. The controlling field’s rule will determine how the field value is chosen. All grouped fields tied to that controlling field will be captured for merge from the same record. An example would be grouping address fields together using Street as the controlling field (using most recently created record value) – and grouping the related City, State, Zip & Country values from the same record. This can help prevent an end result of mix-matched address field values in the final record if the master record value is blank on one or more of the address fields.

For more information, please visit our help articles here:
For merge automation rules:
https://help.cloudingo.com/article/creating-managing-automation-rules/
For convert automation rules:
https://help.cloudingo.com/article/creating-editing-convert-rules/
For Data Maintenance mass convert automation rules:
https://help.cloudingo.com/article/automation-rule-data-maintenance-update-filter/

Data Maintenance – Update Unique Records (new data cleansing options)

• Cloudingo now offers a Find & Replace feature to find full or partial word searches within a field value (within a specified group of records) and replace the existing value with a different value.
• Cloudingo has more data formatting/cleansing options available (using Transform). Transform options include:
  > Text Format (Upper, Lower, Title Case, & Capitalize First Letter)
  > Trim Types (Trim redundant, leading, or trailing whitespace)
  > Phone Format (Area code in parentheses, dashes only, spaced, or compacted)
   > Phone Extension Format (X Prefix, Ext Prefix, Allow Extension)

For more information on either of these topics, please visit our help article here:
https://help.cloudingo.com/article/update-unique-records-data-maintenance/

Find Data

• Cloudingo now offers a new Find Data tool (available for Standard & Enterprise licenses). Find Data allows users to upload a CSV file to find existing records and pull back additional data for Export.

For more information, please visit our help article & video here: https://help.cloudingo.com/article/find-data/

Reports – Filter Definition Report

• Cloudingo now offers a Filter Definition Report. To enable the report, go to your Reports dashboard. Click the Reports option to the top right, and check the box for Filter Definition report. The report will retrieve filter & rule information in CSV format for all users.

3.7.9.0 - March 17, 2019

Filter Library

• Now includes date added information

Numerous internal & database schema improvements

3.7.8.0 - November 19, 2018

Automation Rules (exclusion rules)

• When field level rules are run before running exclusion rules (by default), the excluded record field values can still be used to determine the mater record values. Cloudingo exclusion rules now offer the ability to choose to execute the exclusion rules before determining the master or before evaluating field level rules.

Filter Library

• For Enterprise customers using multi-user logins, the filter library can now be accessed by users that do not have the Automation Rule permission in their role.

3.7.7.0 - October 18, 2018

Account and Contact Relationships (Contacts with Multiple Account Associations)

• For Orgs with multiple Account/Contact relationships enabled: Salesforce does not support merging of Accounts or Person Accounts with redundant relationships, nor are direct account relationships shifted to indirect relationships when merging Contacts.Selecting this feature will allow duplicate Accounts & Person Accounts to be merged. Redundant relationships will be removed during the merge.When merging Contacts with multiple Account relationships, the direct (primary) Account from the child (non-master duplicate) Contacts will become indirect Accounts related to the master Contact.To enable this feature, go to Admin >> Objects. Under the ‘Merge Options’ section, select the ‘Remove redundant relationships and reparent Accounts’ box.

Data Maintenance

• Mass Update & Delete jobs can now be set to a specific batch size. Previously, we sent 20 records per job by default. This can be helpful in orgs that have issues with other triggers or flows eating up resources causing the mass jobs to fail. If you need to reduce the default batch size for your jobs, please contact Cloudingo Support.

Duplicate Eliminated Report

• Report will now display separated results if you have more than one Production environment or more than one Sandbox connected.

Merge/Convert/Data Maintenance Grids (Preview):

• Added the new Salesforce Files to the ‘Notes & Attachments’ virtual field count.

3.7.6.0 - September 19, 2018

Automation Rules

• Added a new Master Record Selection definition. ‘Record with field value not on specified ignore list’. The new master rule definition will allow users to pick a field of choice, and define a value that they want to ignore (and always choose another master). The tie breaker will still be applied if more than one (or all records) have the value being ignored.
• Added ‘Field with max characters’ as a rule option for Specific Field Value rules.

Filter Library

• For Enterprise customers using Multiple-Users, the Owner can now delete filters for all users from the Filter Library.

Report Scheduling

• The ‘Full Report’ (CSV) for the DeDupe Merge/Convert Summary Report can now be scheduled/emailed. Previously, only the dashboard report view could be scheduled.

3.7.5.0 - July 26, 2018

 Data Maintenance – Update Unique Records

• Feature now supports Person Accounts.

Data Maintenance – Update Matching Records

• Added a hover over on the preview page that shows the old and new value for the record.

Excluded Records:

• You can now upload a list of records that you want to hide or protect from Cloudingo via CSV upload.

Import Batch Sizes:

• Cloudingo can now limit your import batch sizes. Contact our Support team if you need a batch limit set.

Import – Mapping Formula Fields:

• You can now map columns in your file to formula fields. Formula fields can be used to scan for duplicates only. Fields mapped to formula will not be set during insert of new records imported.

Import Templates:

• Cloudingo now offers Import Templates. Templates allow you to save settings for all 6 tabs in the import wizard (including mapping) for use on future uploads. There is also an Import Template Library available for copying templates between environments or to share with additional users. Import Automation allows multiple file uploads using import templates. Upload more than one file, assign the template, and let your automation jobs run the imports for you.

Marketo Integration:

• Improved reporting – detailing the records merged and corresponding IDs/details.

Merge Grid – Field Ordering:

• Added ability to deselect (in bulk) formula fields from the preview page.

Reports:

• The DeDupe Audit Summary Report can now be scheduled & emailed

Salesforce Platform Migrations:

• Cloudingo now offers the ability to migrate Salesforce platforms. Currently, we can migrate any Salesforce org to a new Salesforce org. Upgrading or downgrading your Salesforce edition? Merging companies and combining Salesforce Orgs? We can help!

Speed Performance:

• Optimized speed performance throughout the application.

3.7.0.0 - September 12, 2017

Data Maintenance:

• Maintenance Type menu option names have changed:
• Previous menu option named ‘Update’ has been changed to ‘Update Unique Records’:
• Previous menu option named ‘Delete’ has been changed to ‘Delete Unique Records’.

Data Maintenance – Update Matching Records Filtering Available (New):

• A new option to create a ‘hybrid’ filter (using ‘Update Matching Records’) to identify and mass update duplicate records. The filter allows for updating the specified group of duplicate records rather than merging or converting them.
• There are 5 tabs available to build the filter. Building the filter will work similar to the standard de-dupe filter where you can match on fields, limit your records & limit your groups. The update tab allows you update the value to a specific value, to the master record’s value, or to a blank value.

Data Maintenance – Update Unique Records (previously named ‘Update’) – Actions Tab 4:

• Data Maintenance Mass Update (‘Update Unique Records’) will allow you to update a specific value in Tab 3. Tab 4 has been added to allow for additional update actions (assign to a selected campaign, convert lead to a contact, create a note, or link the Lead to Account).

Data Maintenance – Update Unique Records

• Option to filter from existing Salesforce report (instead of specific field criteria for filtering the list) now available.

Data Maintenance – (Update & Delete Filters):

• Additional date/time filtering options have been added. Scope filter options now allow filtering on ‘today’, ‘last 30 days’, ‘hour’, ‘last 2 hours’, etc.

Data Maintenance – Scheduling Job

• When scheduling an automation job to run on a data maintenance filter, ‘hourly’ is now a choice for the frequency.

Import

• Step 5 of the import process now has an option to “Scan ONLY import records from this import file (ignore other files)”. By default, Cloudingo will scan your uploaded file against all existing Salesforce records in your org, as well as other incomplete import files uploaded into Cloudingo. Check this box if you do NOT want to include import records from other file uploads.

Owner Mapping – Additional Mapping Options Available:

• When setting up owner mapping to automatically re-assign ownership from one owner to another, there are now additional options available to filter out users that need to be mapped.

3.6.1.0 - May 17, 2017

Company Clean Remove Spaces:

• A new option to ‘Remove Spaces’ has been added when Company Clean is chosen as the filter matching option for a field. This will remove all spaces from the field value before making the comparison against other records. Ex: ABCXYZ, Inc. vs ABC XYZ – typical company clean would not catch this scenario, because it is only stripping out the ‘, Inc.’ for comparison. If you check the option to remove spaces, it will pair these company names since the space is removed for comparison.

Custom Object Account Name:

• Account Name has been added as a field option on custom objects.

Data Maintenance (Mass Update) Title Case Option:

• Currently in our Mass Update filter, we have a transform option on alpha/alpha numeric fields to allow users to transform the data into Upper or Lower case. There is now also a Title case option (which would capitalize the first Alpha character in each alpha word).

Filter Group Name Selection:

• When setting up a filter, your primary field was always the first field selected in Tab 2 of your filter configuration. This field was always the field value displayed in the Merge Preview page when listing your groups by name. Now, you have the ability to change the Group Name display to any field that you have in your filter configuration. This includes cross-field matching filters where you were choosing the cross field mappings in Step 1. You now have the ability to set either of your cross fields as the Group Name display.

Filter & Automation Owner Includes Partner Portal Users:

• When filtering or setting up an automation rule on Owner, the list of owners returned previously only included Salesforce users, groups & queues. The list of users available to choose from will now also include Partner Portal users in your org.

Merge Preview Automation Rule After Manual Changes:

• There is now a new user preference setting that will allow users to re-run automation rules when any record in the merge grid is excluded (or included) while manually changing the records chosen for merge. The setting is on the merge grid, and must be selected. Automation rules will then be re-applied to the selected records only.

Sandbox Enhancements for Reconnection:

• Cloudingo connects to your org using the Salesforce Org ID, and after refresh, Salesforce assigns the org a new ID. This leaves a broken connection to the Sandbox connection. You now have the ability to update the connection to your newly refreshed Sandbox environment on your own without needing to contact Support to delete the previous connection.

3.5.0.0 - March 16, 2017

 Custom Objects (for Cloudingo Enterprise License):

• Cloudingo now supports custom objects when creating filters, automation rules, and importing CSV files.
• Trial users now have the option to add a custom object to their evaluation period.
• Reporting tools updated to accommodate custom object groups/records.
• Updated filter & automation rule libraries to accommodate custom object.
• Updated profiling & data synching process to accommodate custom objects.

Profiling/Indexing:

• Profiling can now be performed on individual objects rather than the entire org. This will allow users to continue working in objects while another object profiles/synchs with Salesforce.
• Users can control which fields they want to always be profiled/indexed within each object. When setting the fields in the Manage Object>> Field section, this will prevent a profiling job to trigger when new fields are added to the filter (as long as they are in the pre-set indexed field list).

Protected/Community-Portal Users:

• Logic redefined when determining a record as a portal user. Previously, if any contact existed under an account where the account was a community/portal user, all contacts within that account were marked as community/portal users (in the merge preview display page). Now, only contacts that have associated user records to a portal will be defined as a community/portal user.
• Added logic to step 3 & step 4 of filter configuration to allow scope setting that will filter out groups or records that contain a community/portal user.

3.4.0.0 - December 14, 2016

Automation:

• Added new option in ‘Combine values into another field’ option that checks field value for preexisting value prior to adding merged value into the field value again (preventing the combined value list from containing the same value multiple times).

Filters:

• Added API field name on convert filters when mapping to Salesforce field in drop box.
• Added ability to handle ‘fuzzy’ logic on Street on address fields by means of synonyms (such as St. vs. Street, Ave. vs Avenue, etc.). Synonym list is accessible and editable and works when choosing ‘fuzzy’ as matching style for ‘street’ fields in any filter configuration.
• Added ‘does not contain a value’ and ‘contains a value’ for scope settings on custom date fields.
• Added ability to use multiple date fields concurrently when configuring filters.

Import:

• Added ability to view import file’s Account Name in the merge preview page for Contact.

Marketo Integration:

• Updated to allow for custom lead score field.

3.3.0.0 - September 27, 2016

Filters:

• Added option (in tab 1 of filter create/edit) to exclude import records from filter results and merge grids.
• Add Step 4 to convert filters (allowing for further scope options).
• Created new option on Step 4 of filter for ‘at least one or more record has no value’ for a field value.

Import:

• Cross table Lead to Contact –Contact Account Name is now a field option to choose within the filter.
• Added new option to Override Existing Campaign Members Status in Step 2.
• Added option to assign contact owner to be the same as Account owner when contact record is created during import (on Contact imports and multi-object Contact then Lead imports)
• Moved ‘Automatically create contact instead of lead when the account is found’ option to Step 5 instead (previously located on Step 1) for multi-object import. Defaulted behavior remains the same.
• Re-sorted field mapping options based on Contact fields then Account fields in Step 3 for multi-object import.
• Added ability to view API field name when hovering over Salesforce field name in Step 3.
• Added ability to move backwards to view previous selections made in Step 1-4.
• Updated Import Settings from a hover over to a button labeled ‘Import Settings’. This allows you to view your import settings from any step within the process.
• Added ‘Skip merging groups with only import records’ to Step 5 (default is to have the box selected). This skips auto-merging and pushing of import file duplicates (that do not have a corresponding Salesforce duplicate). Most users will want to keep this option checked by default.

Mass Update:

• Added ability to enter in text-entered values for picklist fields, rather than just choose a value from the preset picklist value options.

Merge Preview:

• Added new column alignment option on multi-object filter preview page so that the Lead and Contact columns line up based on field name (on Merge Preview page, under ‘Sort’ >> Field Ordering & Style >> Group by column.)
• Added ability to view import file’s Account Name in the merge preview page for Contact.

3.2.0.0 - August 23, 2016

API Integration:

• Cloudingo now offers API Integration.

Marketo Integration:

• Cloudingo now offers Marketo Integration.

Multi-User functionality:

• Cloudingo now offers multi-user login and permission sets.

Reports:

• Added convert records to Audit Report

3.1.0.0 - June 21, 2016

Filters:

• Tab 4 added to filter configurations. New options allow users to filter out where one or more records have or do not have values to add additional scope enhancement to the filter results pulling in.

3.0.0.0 - March 30, 2016

UI Changes made to be consistent with Salesforce Lightning.

Automation Rules:

• Added ability to copy to create new Automation Rule from existing rule.
• Automation Library feature now available.

Filters:

• Tab 4 added to filter configurations. New options allow users to filter out where one or more records have or do not have values to add additional scope enhancement to the filter results pulling in.