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Why You May Want an Automation Preview Report (Focus on Success Friday)
August 24, 2018 @ 2:00 pm - 2:30 pm CDT
The Automation Preview Report is designed for those needing a way to ensure master selectors and automation rules are correct before any merge or action takes place. It’s essentially a report that allows you to preview what your final record will look like. This report eliminates the need to manually open and review duplicate groups using the merge grid.
Some organizations need verification or approval from record owners before any merge can occur. The Automation Preview Report produces a downloadable .csv file that can be emailed to decision influencers and can be uploaded to third-party systems to mark records that will be merged without using Cloudingo’s API integration.
We’ll show you an example of this report and why you’d want to use it.
Focus on Success Fridays Webinar Series
Designed for both new and veteran users, these quick 30-minute (or less) sessions will give you best practices, power-user tips, and other useful info to make sure you’re getting the most out of Cloudingo. Every Friday we’ll focus on one specific part of Cloudingo and show you tricks and tips along with use cases you can incorporate into your data cleansing strategy.
Register once and you’ll automatically be enrolled in each weekly session. Don’t worry if you can’t attend live; each session will be available on-demand afterward.