Every year we ask a group of Salesforce admins to participate in our Salesforce Admin survey. (Here’s last year’s results.) We find it interesting to hear what challenges admins face, how often they clean their data, and the usual stats — the size of their database, number of users, are they dog or cat people. […]
When faced with duplicate records in your database, the probability increases that old and missing information exists. One employee may use Duplicate Record 1 to log a phone call, while another employee updates the lead status on Duplicate Record 2. By adjusting Cloudingo‘s automation settings, you have the option to tell Cloudingo what records to […]
Do you utilize the convenience and power of inline editing? The inline editing feature can be found throughout Cloudingo – inside the merge grid, within converting tables, and in the Import Wizard. An example of when inline editing can be helpful is if you have two duplicate records but you notice that all three have […]
The Cloudingo dashboard is the main workspace. At a glance you can see the state of your data in terms of the number and types of duplicates that exist in your Salesforce database. You can create new filters for analyzing your data, merge and cleanse duplicates manually or automatically, and start the Cloudingo Import Wizard […]
To make it easy for you to rapidly work through your duplicate groups, we made the merge grid display customizable. Here are five techniques that you may not know exist inside Cloudingo. Just one of the many Cloudingo features and techniques that help you manage your Salesforce duplicates.