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.


Release 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.


Release 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.


Release 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.


Release 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.


Release 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.


Release 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


Release 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.


Release 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.


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