Features 2017-05-16T08:57:59+00:00

Don’t let dirty data hold you back

Easily find and eliminate duplicates wreaking havoc in your Salesforce org.
See how

Join the thousands of companies who rely on Cloudingo for clean data

DASHBOARD

See the state of your data at a glance

The dashboard gives you a clear picture of what’s going on, and is your destination to get things done. Check your data all day – it will become your favorite screen.

  • Monitor the status of filters, like filter totals reporting how many duplicates are currently in your org, the types of duplicates, and when filters were last run.
  • See a running list, confirming your activity.

Included with

Basic
Standard
Enterprise

FILTERS

Find dupes buried deep inside your org

Cloudingo finds duplicates using user-defined filters. Start with prebuilt filters then create more with the drag-and-drop user interface.

  • Use standard or custom fields to dedupe Leads, Contacts, Accounts, Person Accounts, and custom objects like Opportunities and Cases.
  • Tons of matching styles like exact, fuzzy, first or last number of characters, and more.

  • Catch name variations, like Robert and Bob, and ignore articles in company names like Inc. and LLC.

  • Narrow down your search pool by created date, record owner IDs, state, etc.

Included with

Basic
Standard
Enterprise

MERGE AND CONVERT

Merge and convert dupes however you’d like

Merging and converting can be done in three different ways. Your rules determine which record serves as the baseline and which field values “win”. All attachments, notes, opportunities, stay intact.

  • Manually: View dupes side-by-side, choose the master record, select field values, and change or add info with inline editing. Preview exactly how the record will look before committing any changes.

  • In bulk: Merge and convert groups of records with one click.

  • Automatically: Let Cloudingo do the merging itself according to your rules.

Manual merge included with

Basic
Standard
Enterprise

Mass and auto merge included with

Standard
Enterprise

AUTOMATION

Your own personal assistant

Tell Cloudingo how to merge, which record is the master, and which field values trump all others. No buttons to click and no worries about human errors.

  • Always have top-notch data quality. Let Cloudingo run in the background, searching for and merging duplicates.

  • Schedule Cloudingo to run daily, weekly, whenever you want.

  • Control how many resources, or API calls, you want Cloudingo to use.

Included with

Standard
Enterprise

UPDATE AND DELETE

Keep records updated and only use the data you need

  • Mass update: Don’t rely on manual entry to update records. Update records in bulk, fill in missing info, reassign records, adjust lead scores, and more.

  • Mass delete: Clear up room in Salesforce and save money on database limits. Get rid of junk records with “Test” in the name, leads with no email and no activity in the past year.

Included with

Standard
Enterprise

IMPORT WIZARD

Don’t just upload data. Upload clean data.

Clean lists before records reach Salesforce. Match import records with existing Salesforce records to ensure no duplicates enter your data and existing records get updated.

  • Create and update. Create new records and update existing ones. Update blank fields on individual records or across all records, such as Lead Source.

  • Convert and assign. Upload records and compare them to both Leads and Contacts in a single job. Assign new Contacts to existing Accounts, add notes, and assign records to Salesforce campaigns.

  • Preview and push. See your results before sending the data to Salesforce to find any dupes within your file or problems within your data, like malformed email addresses.

Included with

Standard
Enterprise

DATA MAINTENANCE

Make your data more meaningful and dependable

  • Address standardization and validation: Save money by only mailing to deliverable addresses. Check U.S. addresses to ensure you’re only working with correct addresses.

    • Format addresses according to USPS standards
    • Correct misspellings and fill in blanks where data is missing
    • Confirm validity of mailing addresses
  • Geocoding: Gain insightful customer information based on location. Segment and refine your target market using geographic, demographic, and political parameters. Pinpoint exact locations for instances where there are variances in address data.

Included with

Standard
Enterprise

REPORTING AND AUDITING

Track and monitor your progress

Keep tabs on your data cleansing process so you can identify trouble areas and stay ahead of dirty data with detailed reporting. Reports are sharable so you can keep all team members in the loop.

  • See which records where changed and when
  • Track the performance of automation jobs
  • Monitor how many duplicates exist in your org in real-time
  • Archive activity for auditing purposes

Included with

Standard
Enterprise

MULTIPLE USERS

Increase security and get more hands on deck

Control levels of access with multiple permission-based logins so that only the right people have access to only the right data. Learn more here.

  • Protect who manipulates data by creating separate, unique user accounts, each with its own set of permissions.
  • Users can simultaneously dedupe, import, and run jobs, adding speed and efficiency, while balancing data quality responsibilities.
  • Increase the security of your data using audit reporting and change tracking, so you know who has made what changes and when.

Included with

Enterprise

API INTEGRATIONS

Share the data cleansing power of Cloudingo across all platforms

Implement features of a master data management system at a fraction of the price with Cloudingo’s API. The Cloudingo Enterprise API gives you the power to sync, dedupe, and identify master records between Salesforce, Salesforce integrations, and other on-premise or cloud applications.

  • Full SOAP/REST API means Cloudingo can be called from internal systems or other cloud-based applications. Check for duplicates, standardizing data, and merge records using Cloudingo.
  • Salesforce can act as the “source-of-record” and Cloudingo will help sync/audit any record changes, publishing them to your on-premise or cloud applications.
  • Outbound webhooks can call your other systems with published changes that happen inside Salesforce.

Included with

Enterprise

Ready to get started with Cloudingo?

Sign up for a free trial and within minutes see how many duplicates exist in your Salesforce org.

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