November 30, 2023

Supercharge Your Salesforce Data Quality with Cloudingo’s Real-Time Merge Feature

Exciting news is on the horizon! Cloudingo, your trusted partner in data cleansing solutions for Salesforce, has just unveiled a game-changing feature – Real-Time Merge. This innovative addition to our suite of data quality features is designed to transform the way you manage and maintain the integrity of your Salesforce data.

Why is Real-Time Merge such a big deal?

1. Automated Efficiency for Salesforce Data Cleansing

One of the key highlights of Real-Time Merge is its ability to automatically merge duplicate records as soon as they are created or updated in Salesforce. Say goodbye to the days of manual merging, which is not only time-consuming but also prone to errors. With Real-Time Merge, the system does the heavy lifting for you, ensuring that duplicate records are seamlessly merged without any manual intervention.

2. Elevate Your Data Quality with Salesforce Real-Time Monitoring

In the world of Salesforce, data is king. Real-Time Merge acts as your guardian, continuously monitoring Salesforce data for changes and applying user-defined merge rules. This proactive approach guarantees that your Salesforce data remains clean and accurate by swiftly removing any duplicate records that may compromise its integrity.

3. Time is Money – Save Both with Automated Salesforce Data Merging

We understand the value of your time. Real-Time Merge is your time-saving superhero, automating the entire process of merging duplicate records. No more wasted hours on manual merging or waiting for scheduled intervals. The moment a record is inserted or updated, Real-Time Merge kicks into action, ensuring that duplicates are promptly identified and merged, leaving you with more time to focus on what truly matters.

How does Real-Time Merge work?

The magic begins with a user-defined filter "listening" for data changes. The Cloudingo agent installed in Salesforce alerts Cloudingo when a record is inserted or updated. Once the real-time filter receives the sync, it diligently checks that record against all other Salesforce data. If a match is found, voila! The records are automatically and instantly merged, making the entire process seamless and efficient.

What's in it for you?

Real-Time Merge is available now for Leads, Contacts, Accounts, and Person Accounts for both Professional and Enterprise licenses. This means that regardless of the size of your business, you can start enjoying the benefits of automated data quality.

In the words of Lars Nielsen, President and CEO of Cloudingo, "Our customers have asked for a way to immediately merge duplicate records, and we've managed to create a system that does just that while still giving full control of the process to the user."

Take control, save time, and elevate your Salesforce data quality with Real-Time Merge – because your data deserves the best.

Happy merging!

Need more information? Check out our help website here (#8).

What's to gain with high quality data?

Learn more about how your team can become a bigger player with clean, high quality data.

Meet the Author: Olivia Yarrow

Hi all! I’m the director of Marketing at Cloudingo. I have 9 years of experience in Sales and Marketing with a passion for B2B software. I’ve gone from being a Salesforce Admin’s worst nightmare to a knight in shining armor with Cloudingo. Data quality has never been more important, and we’re here to help.