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Home to Cloudingo support, documentation, knowledge base and tutorials. Cloudingo is the most flexible and advanced data quality solution for Salesforce.

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Home - Cloudingo Help Cloudingo Help | help.cloudingo.com Reviews

https://help.cloudingo.com

Home to Cloudingo support, documentation, knowledge base and tutorials. Cloudingo is the most flexible and advanced data quality solution for Salesforce.

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1

FAQs - Cloudingo Help Cloudingo Help

http://www.help.cloudingo.com/faqs

What critieria should I match first to get rid of my duplicates? What types of merging does Cloudingo offer? Does Cloudingo work with my custom fields? Can I create more than one user ID on the same account? Does Cloudingo store my data? How secure is it? How many records can I have? Why is Cloudingo in the cloud rather than directly inside of Salesforce? Why would I need to use Cloudingo on a continual basis? What editions of Salesforce does Cloudingo work with? Is my data protected? Basic and Standard ...

2

Dashboard | Find Salesforce Duplicates Cloudingo Help

http://www.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.

3

Knowledge Base - Cloudingo Help Cloudingo Help

http://www.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.

4

Choosing the Master Record - Cloudingo Help Cloudingo Help

http://www.help.cloudingo.com/article/choosing-the-master-record

Choosing the Master Record. Choosing the Master Record. When creating or editing an automation rule, you will tell Cloudingo how to select the master record when merging a group of duplicates on Tab 2. The master record serves as the baseline for the final result. Master records are selected based on specific user-defined criteria and the ordering of the records within the group of duplicates. Usually the master is selected and ordered by date:. The master record can also be selected based on the:. Creat...

5

Confidence Level | Duplicates in Salesforce Tips and Tricks Cloudingo Help

http://www.help.cloudingo.com/article/confidence-level

When working with filters, you must first consider your data. What would you consider a duplicate? Based upon that question you can start playing with the various field combinations to build a filter that works for you. 8220;Tight” Filters. When building a tight filter, consider what fields you need to be conscious of when merging. Ask yourself on a Lead: if the email, last name, and first name of the records are all the same, can I merge them? If the answer is yes, then build a filter. You will also wan...

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How to Use Cloudingo - Getting Started

http://cloudingo.com/start

You’re one step closer to working more efficiently, increasing performance, and gaining clean, enhanced data. At this point you should have already installed and successfully connected Cloudingo to your Salesforce org. Now it’s time to get started and learn how to use Cloudingo to filter and delete Salesforce duplicates. If you get stuck or need help, an award-winning support team is standing by to guide you. 1 Grid and List Views. 2 Actions and Menus. A filter allows you to look at a bucket of records t...

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Videos - Cloudingo

http://cloudingo.com/videos

These videos are password protected. To obtain a password, click Get Access and we’ll gladly provide you access. Mass Update and Mass Delete. Cloudingo was developed by Symphonic Source, Inc., a leading provider of salesforce.com data quality and cleansing software and services that ensure the integrity of information used by leading business applications. Symphonic Source, Inc. 4004 Beltline Rd., Ste. 120. Dallas, TX 75001. Cloudingo vs. DupeCatcher. Another winner is going to #Dreamforce.

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Moving to Salesforce | Migration & Integration Services

http://cloudingo.com/custom-services

Bring us your goal,. We’ll create a plan. We have an obsession with data. Part of that obsession is finding better and faster ways of working with massive volumes of it. This includes not only the technical side but how things are communicated to the end user. As a team we have a broad set of both technical and business experience, and we provide specialized offerings for each phase of your project’s life-cycle. This is our bread and butter. We’ve built entire applications around dedupe and we are ab...

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We provide the best data quality software services for Salesforce

http://cloudingo.com/about

Cloudingo is what it is because of our amazing team. We’re really passionate people who love what we do! Symphonic Source, Inc. Is headquartered in Dallas, Texas and is an active member of the Salesforce.com ISV Partner Program and the Microsoft BizSpark Program. We created DupeCatcher (one of the most popular apps on the AppExchange ) and Cloudingo Studio (a free Salesforce SOQL Explorer). Even crazier – we FULLY support both products for free. Symphonic Source, Inc. 4004 Beltline Rd., Ste. 120.

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Windows-Based SOQL Explorer | Cloudingo Studio

http://cloudingo.com/cloudingo-studio

Discover what’s hidden inside your Salesforce data. SOQL Query building made easy. We’ve created a tool for developers to analyze the Salesforce schema, examine standard and custom fields and objects, and create/test SOQL queries. The idea here was simple. Many of our friends were coming from a Microsoft world and using SQL Server Management Studio. We wanted them to feel comfortable making that leap over to SOQL so we built an environment that they were more familiar with. Data Mining and Discovery.

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Cloudingo vs. Dupecatcher

http://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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Features - Cloudingo

http://cloudingo.com/features

If your Salesforce database is a mess, your business processes are too. Clean data produces better ROI, more effective marketing to fill the pipeline, and more Won Opportunities. Know where you’re starting in order to get where you need to be! Take a tour of Cloudingo’s features and benefits. Regularly scan for duplicates based on specific rules and schedule automation jobs to merge records as often as you’d like. Reports and Audit Trails. Watch a Mini Demo of Cloudingo. We are committed to our customers...

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Pricing - Cloudingo

http://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 ...

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Data Maintenance Module | Validate Addresses in Salesforce

http://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!

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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.

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