- 15 Mar 2021
- 7 Minutes to read
Installing & Connecting Cloudingo
- Updated on 15 Mar 2021
- 7 Minutes to read
Step 1. Install the Agent
Before you can get started, you must install and deploy the Cloudingo Agent inside salesforce.com. The Cloudingo Agent is required as it provides a secure and streamlined means of communication.
You can find the Cloudingo Agent in the Salesforce AppExchange.
During the installation process, be sure that you choose the appropriate Salesforce profiles to grant access to. Whoever will be using Cloudingo will need access. It might be a good idea to make note ahead of time which users will be using Cloudingo (using their own Salesforce connection), and what Salesforce profiles those users are assigned to on the Salesforce side. Then, just be sure to choose the appropriate profile(s) during installation.
Step 2. Create a Cloudingo Account
Create a Cloudingo account by filling out the registration form here.
Step 3. Login to Cloudingo and Connect
You may have already connected to Salesforce during your initial trial setup. If not, login to Cloudingo and click "Connect to Salesforce" from the platform dropdown on the Cloudingo dashboard. Use the 'Login with Salesforce' option to connect the first time. Use the Cloudingo Username & Password fields if you have already been assigned a Cloudingo login by your Administrator as an additional user.
You must use a Salesforce Administrator account (or an Account using a profile with full read/write/update/delete permissions to the objects you will be working in - and all fields within those objects). These requirements are so that the queries required to pull the field values from the objects are not limited, allowing you to get the most complete record possible during merge without any data loss.
In order for Salesforce to process the requests, the Salesforce user must also have View All and Modify All access on the objects as well. Cloudingo does not require any permissions outside of the requirements that Salesforce has for the query & merge process.
Step 4. Initial Index
During the initial indexing process, Cloudingo will search for patterns and clues that will help it to identify duplicate records. When indexing is complete, Cloudingo will run all the standard filters and show you the results. Don't worry; no changes will be made to your data at this point until you commit and save them.
Step 5. Use Prebuilt Filters or Create Your Own
Filters are like lenses that you can look through to see a bucket of records that look similar. As an example, if you wanted to see all leads that had the same email address and last name, you could create a filter that looks at those specific lead fields.
Cloudingo comes with some standard filters that you can edit or you can just create your own. We encourage you to experiment!
Now you're ready to create and edit more filters or start merging duplicates. Setup rules so that Cloudingo can automatically determine how records should be merge (defining the master & field selections chosen every time). Once you finish your rule configurations next, you can start automating the jobs to run on a schedule so that you can get back to work!
Troubleshooting Connection Problems
If your Cloudingo to Salesforce connection is not successful, first check to ensure that the Cloudingo agent is installed to your org. Login to Salesforce, go to Setup & search for Installed Packages. Look for the CloudingoAgent in the list. If it is not there, the agent is not installed yet. Download the app directly from the AppExchange. Our most current versions are also available on our login page as well (using a direct link to our installers).
Next, make sure that you are entering in the correct credentials. Physically try logging into Salesforce using the same username & password you are using within Cloudingo (if you are trying to establish the connection using your Salesforce credentials). Also make sure that the user in Salesforce is tied to a profile that has appropriate permissions to the objects that Cloudingo will be working with (Lead, Contact, Account, plus any custom objects you have enabled).
There are a few other reasons you may be having trouble:
Whitelisting Cloudingo Server IP Ranges
If your network requires you to list trusted IP ranges for communication, you must whitelist Cloudingo IP ranges as trusted.
- Go to Salesforce: Setup → Security Controls → Network Access → Trusted IP Ranges
- Click the “New” button
- Enter the following under "Trusted IP Ranges":
Starting IP Address
Ending IP Address
In some cases, you may also need to list the IP ranges as trusted under the user's profile ranges as well. See full help article here.
Nov. 22, 2020
Sept. 25, 2020
Dec. 12, 2017
Using Custom Domains
If you use a personalized custom URL for Salesforce, you can configure this in Cloudingo so that the login auto-redirects to your custom domain page automatically. This will also enable you to click links to records within the Cloudingo application (wherever they are available) and auto-redirect to the record you want to view using the custom URL.
For more information on how to configure your custom domain in Cloudingo, please visit our Help article here, and go to the 'Edit Account' section, bullet point #1 for custom domains.
During the installation, you chose which profiles in Salesforce you authorized to have access to Cloudingo. Part of the permissions that get set during the install the necessary Apex Classes required for Cloudingo to communicate properly with Salesforce. Connection failures or other issues within the application can indicate that some or all of the Cloudingo classes are not enabled for the user's profile using Cloudingo.
Check your user profile in Salesforce to ensure that all Cloudingo Apex classes are enabled.
- Login to Salesforce to find the user (whichever Salesforce user you are connecting Cloudingo with).
- Go to Setup and search for Manage Users.
- Click on Users in the Manage Users section.
- Find the Cloudingo Salesforce user in your Users list, then click the link to get into the user’s details.
- Once in the user’s page, you will see a link to the profile associated to that user. Click the specified profile link to get into the Profile.
- Once in the profile, you will see a link at the top of the page or a section within the page for ‘Apex Classes’ (the location depends on the version of Salesforce you are using).
- Click into the Apex Classes or choose Edit to get into the Apex Classes page.
- Once in the Apex Classes page, on the left side you will see all available Apex Classes that are not currently enabled for the profile. On the right, you will see all Apex Classes already enabled for the profile. Search in the left side (disabled classes) for anything beginning with the word ‘Cloudingo’. If you find any disabled Cloudingo classes, click on the class to highlight it (you can multi-select if there is more than one) and use the arrow to enable the classes on the right.
- Save your changes, and re-try your previous actions again to see if the problem is now resolved.
Salesforce Permission Requirements
You must use a Salesforce Administrator account (or an Account using a profile with full read/write/update/delete permissions) to the objects you will be working in, related objects, and update access to all fields within those objects. These requirements are so that the queries required to pull the field values from the objects are not limited, allowing you to get the most complete record possible during merge without any data loss.
In order for Salesforce to process the requests, the Salesforce user must also have View All & Modify All access on the objects as well. Cloudingo does not require any permissions outside of the requirements that Salesforce has for the query & merge process.
However, in order for the application to communicate and function with Salesforce, the connected user's profile must also have access to all of the Cloudingo Apex Classes (which are assigned during the initial installation of the Cloudingo agent).
In Salesforce, under Setup → Manage Users, find the connected user and drill into the profile to pull up the profile details associated to that user. In the profile page, you will see a link or a section for the Apex Classes. Choose Edit to see the list of all available classes and to see what is already enabled. Make sure that any class beginning with 'Cloudingo' is enabled for that user's profile & save.