Making the Most Out of Your Dashboard

Tips and Tricks - Header ImageThe 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 cleanse an import file. The dashboard also provides options for managing your subscription, contacting support, administering your Cloudingo settings, and accessing reports on your data cleansing actions.

Let’s focus on customizing the dashboard and the ways your filters are displayed. Depending on your preference, Cloudingo has two ways to view your dashboard: grid and list view. Move the slider on the image below to see which view you like best.

 

 

Both views allow you to reorder your filters, using the drag-n-drop pop-up under Actions –> Re-Order Filters. If you have a large number of filters, the list view’s more robust sorting options may be your ideal option. Hover over the image below to see the various ways of organizing filters.

 

One last and important note: any changes you make in the list view are mirrored when switching back to the grid view (and vice versa).

Hopefully this tip (and these) helps you to better work through and manage your duplicate records.

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