Power up your Salesforce data
Salesforce is great for housing data to keep a pulse on your business. But over time that data becomes polluted with duplicates, inaccuracies, and inconsistencies.
While Salesforce does have some built-in functionality to handle data quality, that functionality is limited and time-consuming. It requires lots of clicking, navigating, screen hopping, and decision making.
That’s why Cloudingo was created.
“Cloudingo is a very powerful tool. We have cleaner data, don’t waste time on duplicates, and most importantly, I don’t have to do anything. I almost forget we have it because it runs so seamlessly.”
Brian Romanowski, Manager at Merchants Fleet Management
Cloudingo removes roadblocks and creates new efficiencies
Salesforce
Native functionality
Deduplication
Finding duplicates
Cloudingo profiles your entire Salesforce org and calculates all matching dupes. Result totals are displayed on a single dashboard which can be monitored to ensure data is kept clean and duplicates are kept out.
Identifying duplicates is done on a per-record basis. For example, in Lightning, the Potential Duplicates component displays possible dupes, but only when actively viewing an individual record.
Matching duplicates
Cloudingo matches records based on user-defined filters which use a combination of Salesforce fields using exact, fuzzy, or 10+ matching styles so that even less obvious dupes are caught.
Salesforce’s algorithm is limited to a few fields (name, email, phone, and company name) using exact and fuzzy matching only.
Choosing the master record
Exact and fuzzy matching, plus 10+ more so you can be sure even harder to find dupes are caught
Manually chosen on a per record basis. Each record requires manual review to determine the surviving record.
Selecting surviving field values
Determined via custom defined rules. For example, set a rule to keep the phone number from the most recently updated record when duplicates are merged.
Manually chosen on a per record basis. Each record requires manual review to determine the surviving field values. Unlike Cloudingo, there is no option to set rules to keep the most updated value or specific values.
Records allowed per merge
3+ records at a time
Max. 3 records at a time
Manual merging
Mass merging
Automated merging
Custom object merging
Pre-merge reports
Post-merge auditing
Importing data
Salesforce
Data Import Wizard
Salesforce
Data Loader
Number of records per job
50,000+
Max. 50,000
50,000+
Import
Upsert
Delete
Catches duplicates
Identifying duplicates
Cloudingo uses any combination of fields and matching algorithms to find dupes within the files and against existing Salesforce records.
Limited to ID, name, email;
exact match only
Handling duplicates
Cloudingo uses user-defined rules to update existing records and insert unique records to Salesforce.
Prevented from being imported; update existing with new data (limited)
Ability to make edits and transformations
Visibility into the final results before pushing to Salesforce
Export data/results
More functions
Convert Leads to Contacts in bulk
Assign/Reassign ownership in bulk
Mass update
Mass delete
Find, compare, and export data
Address validation
Experience the easiest way to clean and manage Salesforce
Wave goodbye to your tedious to-do list
DEDUPE AND CLEAN DATA
Easily catch dupes buried deep in Salesforce
Create filters, set the criteria, and sit back. Tell Cloudingo which records to look through, which fields to match on, and watch as Cloudingo hunts down dupes lurking in your org. Then automatically (or manually) merge dupes without losing important info or relationships.
IMPORT AND UPDATE DATA
Don’t just upload records. Upload clean records.
In a single job, import new records and update those that already exist in Salesforce. Simply upload a .csv file and Cloudingo will walk you through the steps. Preview and edit records before pushing to Salesforce to ensure you get the results you want.
MANAGE AND MAINTAIN DATA
Finally a hassle-free way to manage data
From updating, editing, to transforming, get it done quickly and easily with Cloudingo. Automate as much (or as little) of the data management process while maintaining full control of the outcome.
Merge duplicate records in real-time or schedule it.
Make sure your Salesforce data is always clean. Cloudingo can run in real-time or be scheduled daily, weekly, or whenever you want. Catching any duplicates that slip in.
“Cloudingo is a great tool that every Salesforce admin should have! In terms of features and value, it’s the most affordable data maintenance tool out there. “
Cory Perry, Developer at Gracehill
Divide and conquer with team members
Customize access and permission sets for anyone on your team without sacrificing the security and control you need.
Learn more about multiple users →
Block duplicates and keep data in sync
No matter where your data comes from, Cloudingo can keep systems clean and eliminate the need to manually sync datasets to Salesforce.
Don’t waste another minute. Create an account and start improving your data.
See Cloudingo in action. Request a demo.