Cloudingo is a Salesforce data cleansing app that makes finding and eliminating duplicate records fast and easy, leaving you with clean and reliable data.
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Cloudingo - Salesforce Data Cleansing App to Remove Duplicate Records | cloudingo.com Reviews
https://cloudingo.com
Cloudingo is a Salesforce data cleansing app that makes finding and eliminating duplicate records fast and easy, leaving you with clean and reliable data.
Home - Cloudingo Help Cloudingo Help
Welcome to the Cloudingo help center. What can we help you with? Ask or enter a search term. Need help configuring filters? What is fuzzy matching? Search here for answers. Chances are the answers you’re looking for are our most frequently asked questions. Keep our user guides and help sheets handy. Download and print them for easy reference. Creating & Editing Convert Rules. How to Get the Most Complete Record. Anatomy of a Job. Choosing the Master Record. Anatomy of a Filter. Change Username or Password.
cloudingo.com
Pricing - Cloudingo
https://cloudingo.com/pricing
Large or Small, We’ve Got You Covered. It doesn’t matter if you’re a small company using Salesforce to streamline your marketing efforts or a large company that uses it as a hub for anything and everything. We’ll work with you to find the license package that fits your needs. Give us a call or email if you have any questions about how Cloudingo can fit into your organization. Award-winning support included with every license. A single login or multiple logins as needed based on your license tier. Upload ...
Data Maintenance Module | Validate Addresses in Salesforce
https://cloudingo.com/data-maintenance-module
Make your data more meaningful and dependable. You shouldn’t have to work for your data; it should work for you. Built right into Cloudingo, the Data Maintenance Module is our newest tool to further enhance your data, giving it more purpose and value. Don’t wait for returned shipments or bounced emails to learn there’s a problem with your data. Available as an add-on for both the Basic and Standard licenses, you can be confident in your records with Cloudingo’s Data Maintenance Module. 8211; Coming Soon!
How Secure is Cloudingo | Security & Technical Overview
https://cloudingo.com/security
Our Highest Priority: Security. We believe in being good citizens in the Salesforce ecosystem. Customer security and privacy are at the forefront of every decision we make regarding development, support and expansion of Cloudingo. Managing the security of the Cloudingo application as well as all systems and data that make up Cloudingo are our top priority. We uphold the highest security standards, and have passed Salesforce’s rigorous audit every year without fail. Your data is never stored nor cached.
FAQ - Cloudingo
https://cloudingo.com/faq
What critieria should I match first to get rid of my duplicates? We’ve pre-built filters based on customer feedback that we think are the most important, such as Last Name and Email Address on Leads and Contacts. These filters would be a great starting place and can also serve as templates to build your own filters. What types of merging does Cloudingo offer? Does Cloudingo work with my custom fields? Yes, Cloudingo works on all standard and custom fields. Does Cloudingo store my data? How secure is it?
Cloudingo vs. Dupecatcher
https://cloudingo.com/cloudingo-vs-dupecatcher
Cloudingo vs. DupeCatcher Comparison. No matter the size of your Salesforce database, bad data and duplicate records always appear. Cloudingo and DupeCatcher allow you to quickly and effectively cleanse your data to improve performance. So, how do they differ and work together? What type of data does it look at? Finds duplicate records already in your existing in Salesforce or from mass imports. Scan across multiple objects and fields. What does it do to my data? How does it work? Blocks or merges duplic...
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Do you practice proper CRM hygiene? | Node
http://blog.node.io/2016/12/do-you-practice-proper-crm-hygiene
Get Node updates in your inbox! Do you practice proper CRM hygiene? December 23, 2016. Unfortunately, CRM hygiene is more difficult to maintain than personal hygiene. Approximately 60%. Of companies have an overall data health ranking of unreliable . As well, 54%. Of US B2B marketing executives estimate that more than 25% of their marketing database is sullied by old, inaccurate, unusable, or duplicate leads. Duplications are especially commonplace and represent 15%. Unfortunately, only 46%. The results ...
Knowledge Base - Cloudingo Help Cloudingo Help
https://help.cloudingo.com/knowledge-base
Automation & Scheduling Tips. Creating & Editing Convert Rules. Anatomy of a Job. Address Validation & Standardization. Using Synonyms to Find Duplicates. Associating a Salesforce Campaign with Imports. Adding & Updating Import Fields. Change Username or Password. Purchasing a Cloudingo License. Updating Credit Card Info. Reassign and Transfer Account Ownerships. Merge Automation Settings (video). Creating and Editing Filters Tab 1 (Video). Can't find what you're looking for? Great news for @marketo.
Dashboard | Find Salesforce Duplicates Cloudingo Help
https://help.cloudingo.com/article/dashboard
The main window of the Cloudingo dashboard lists the filters that analyze your Salesforce data for duplicates. Above the filters, at the right margin, are the key navigation menus that enable you to configure and work with Cloudingo. Use to build a new filter. For finding duplicates on the dashboard. Customize the order in which your filters are displayed via drag-and-drop (new filters are always added to last position on the dashboard until you customize the display). Create and edit rules.
Adding & Updating Imports | Deduping Import Files to Salesforce Cloudingo Help
https://help.cloudingo.com/article/adding-updating-import-fields
Adding & Updating Import Fields. Adding & Updating Import Fields. You’re using the import wizard. For those that are duplicates, you want to add new information and update blank fields. You can add new information on an import file in a couple of ways:. If the added information is standard across all records, such as Lead Source, select the field on Step 3. Mapping) even though it’s not included in the CVS file. Then on Step 4 you can quickly enter a value in the field and copy it to all records.
Mass Update and Delete Salesforce Records Cloudingo Help
https://help.cloudingo.com/article/creating-jobs
What is a data maintenance job anyway? A job allows you to look at a set of records that match user-defined criteria (field values within the records). The types of jobs you can perform are mass update, mass delete, geocode, and address validation. Cloudingo comes with some standard jobs but it’s easy to create your own or edit any of the jobs you see on the Dashboard. Creating or editing a job can be done in three easy steps. Tab 1 The Basics. Choosing Fields for Identifying Records. From the drop down ...
Anatomy of a Filter | Remove Salesforce Duplicates Cloudingo Help
https://help.cloudingo.com/article/anatomy-of-a-filter
Anatomy of a Filter. Anatomy of a Filter. The blue tiles on the dashboard represent individual filters that analyze your data in specific ways. At the top of each tile is a title. And a navigational menu for the individual filter. Beneath the first row is additional information about the filter, whether it is a Merge filter (like objects) or a Convert filter (cross objects), and the fields used to identify duplicate matches. Allows you to schedule when you want the filter to run (i.e. every night...As pa...
Filters Archives - Cloudingo Help Cloudingo Help
https://help.cloudingo.com/article-category/filters
Excluding Records From Filter Results. There may be times when you don’t want to merge or convert records that show up in your filter results. This could be because of your business rules or policies, or your data structure. What should you do with these records within a group of matches (or the entire group of records) that should not […]. Creating and Editing Filters – Best Practices (Video). Creating and Editing Filters – Tab 4 (Video). Creating and Editing Filters – Tab 3 (Video). If you would like t...
Match on Empty - Cloudingo Help Cloudingo Help
https://help.cloudingo.com/article/match-on-empty
When creating or editing filters. On Tab 2 you will have the option to match on empty. Match on empty will include records where the field value matches or is blank. IMPORTANT: Best practices determine that the Match on Empty Field should only be used for a secondary cleanse of the data. You will get the best results by cleansing the data first without selecting Match on Empty Field, and then selecting it for a later scan and cleanse of the data. Excluding Records From Filter Results.
Navigation | Track Duplicates in Salesforce Cloudingo Help
https://help.cloudingo.com/article/navigation
The top margin of the dashboard provides some key navigational links that are always visible:. The icon at the far left opens the Activity Stream. The Activity Stream can be collapsed to make your workspace larger, or it can be pinned open with the. Icon in the upper right of the Activity Stream box. The Activity Stream provides information on how Salesforce has processed information from Cloudingo. The platform drop down menu indicated by the. View information and details about your Cloudingo account.
Automatically Convert Leads to Contacts and Accounts Cloudingo Help
https://help.cloudingo.com/article/creating-editing-convert-rules
Creating & Editing Convert Rules. Creating & Editing Convert Rules. Watch this tutorial video to learn more about lead conversion or follow the step-by-step instructions below. From the Dedupe dashboard, click the Automation drop down menu and select Manage Rules. Once on the Manage Rules window, toggle to the convert rules by clicking on the Convert Rules. To modify an existing rule, or select Create Rule. To add a new rule. Step 1: The Basics. Leads are the only option. When converting a Lead to a Cont...
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Cloudingo - Salesforce Data Cleansing App to Remove Duplicate Records
Contact@symphonicsource.com. Get rid of duplicates and make sense of your data. When your Salesforce data is clean, your job is easier. Cloudingo eliminates duplicates, cleans records, and maintains data quality all in one place. Try it for free. No credit card. No commitment. No more dupes. Top rated app on the Salesforce AppExchange. Cloudingo solves your Salesforce data challenges. I have duplicate records. Easily find and eliminate duplicates wreaking havoc in your Salesforce org. Upload .csv fil...
Cloudingo | Salesforce Deduplication & Data Maintenance
DEDUPE. VALIDATE. ENRICH. The most powerful tool to cleanse and dedupe Salesforce data. DEDUPE. VALIDATE. ENRICH. The most powerful tool to cleanse and dedupe Salesforce data. Gain confidence in the accuracy and quality of your data. Edit, modify, and augment. Update and delete in bulk. Convert Leads to Contacts and Accounts. Find duplicate records in your existing database. From a customizable dashboard. Cleanse import files. Before the data reaches Salesforce. More meaningful and Dependable data. To wa...
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