Frequently Asked Questions
What criteria 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?
There are three ways to merge duplicate records: manual merge allows you to view the duplicates side-by-side and make decisions on how to merge them; mass merge allows you to select multiple groups and merge with a click of a button; auto merge runs automation jobs to merge all of the duplicates in a filter automatically based on user-defined settings.
Does Cloudingo work with my custom fields and objects?
Yes, Cloudingo works on all standard and custom fields as well as standard and custom objects.
Can I create more than one user ID on the same account?
Basic and Standard licenses come with a single user ID. Enterprise license customers can create multiple permission-based logins, which can be used to control who has access to what Cloudingo features and functions, and how those users are able to work with Salesforce data.
Does Cloudingo store my data? How secure is it?
Customer security and privacy are at the forefront of every decision we make regarding development, support, and expansion of Cloudingo. Customer information and data is neither stored nor cached. Cloudingo has no access to customer Salesforce data or any data that Cloudingo reports. Our staff also does not have access to login credentials to Cloudingo or to Salesforce.
How many records can I have?
An annual license allows an organization to manage up to 300,000 records. An additional $100 fee is applied for every additional 100,000 records.
Why is Cloudingo in the cloud rather than directly inside of Salesforce?
By being in the cloud, Cloudingo has more flexibility in the user interface and functionality which can be limited directly inside Salesforce.
Why would I need to use Cloudingo on a continual basis?
If your business is growing, your data is changing. A clean database requires ongoing maintenance, not just a one-time initial scan. Cleaning often can mean more effective sales and marketing strategies, while not cleaning your database frequently enough can mean crossed lines and stale information.
I’m overwhelmed. What kind of support does Cloudingo provide?
We’ve developed a searchable knowledge base (help.cloudingo.com), a library of how-to videos, and tip sheets which are available within the application itself. However, don’t hesitate to email or call us and we’ll be happy to walk you through scenarios that are specific to your needs.
What editions of Salesforce does Cloudingo work with?
Cloudingo works with Professional, Enterprise, Unlimited and Performance Editions of Salesforce.
Will you have access to my data?
We have no access to customer Salesforce data or any data that Cloudingo reports. We also do not have access to login credentials to Cloudingo or to Salesforce. From our logs, we can report on the configuration of Cloudingo filters as well as their results in terms of raw numbers (numbers of duplicates identified), but no other details.
Will you store my data?
Cloudingo stores very little data. Customer information is neither stored nor cached. Cloudingo will store field maps as well as the data from the primary field used to establish matches. When opening a group of duplicates, Cloudingo makes a real-time API call to Salesforce to display the field data to the user. Once the group is closed, the data is released. Salesforce credentials are stored in Cloudingo. They are fully encrypted. Once saved, they cannot be viewed again. They can be updated, of course, but once saved they cannot be viewed.
What standard are you held to?
Cloudingo is subject to regular Salesforce sponsored and independent security audits. As a certified Salesforce ISV Partner, we are audited annually on our security measures by Salesforce.com’s team of security experts. We uphold the highest security standards, and have passed Salesforce.com’s rigorous audit every year without fail.
Is my data protected?
Yes. Any and all information that you see and interact with inside Cloudingo is protected using industry standard encryption. The Cloudingo application – and all of its components – rest securely behind server firewalls. We also enforce a strict password policy that includes complexity requirements, password history, forced resets, notification of password changes, lockouts, etc.
What will I be able to do during the free trial?
You’ll be able to test out all of Cloudingo’s features including merging, converting, and editing records, and you’ll have the ability to see those changes in your Salesforce org as they happen in real time. Build as many filters as you’d like using default or custom fields, run automation jobs, and even upload .csv files and dedupe against your existing Salesforce records.
What if I need a hand getting started?
If you need help setting up your trial, have any questions about Cloudingo, or if you’d like a demo, our support team is ready to spring into action.
Is Cloudingo secure?
Security is our highest priority. Cloudingo communicates with Salesforce via API calls, so your data is never stored. We cannot see your data. (Learn more about our security standards here.)
What happens after my trial is up?
With the free trial you can use Cloudingo at no charge for 10 days (no credit card required). Once your trial is up, choose which yearly subscription plan fits your needs. If you’re not ready to purchase after your trial period, no problem. Your filters, rules, and customizations will be saved in case you decide to buy later on.
Can I run the trial in a sandbox, or does it need to be run in a production org?
Ready to get started with Cloudingo?
Sign up for a free trial and within minutes see how many duplicates exist in your Salesforce org.