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1. The final record is listed as a hyperlink into Salesforce The report stores data over time and can be exported Audit Report The Audit Report is very similar to the Merge Convert Report however it is customizable As part of the Automation Rules you can select fields for each of the objects to be added to this report as the records are merged These selections must be made before merging records Automation Report The Automation Report is more of a real time monitor than a report and allows you to view historical information about automation jobs Select a date range below to view the automation summary for that timeframe Click an automation job to view its details Last7 Days O Run Automation Runs Record Summary 6 5 4 3 HH successiul 2 HB Manus 1 0 I 9 16 2014 9 17 2014 9 18 2014 9 19 2014 9 20 2014 9 21 2014 9 22 2014 9 23 2014 Automation Jobs Currently Running Created Filter Status Succeeded Failed ID Details Date Created Filter Succeeded Job ID Action 09 22 14 16 13 Contacts email lastn Complete 2 0 6463 09 21 14 11 01 Leads email lastname Complete 4 0 6461 09 21 14 10 56 Contacts email last n Complete 5 0 6460 09 21 14 10 48 Contacts email lastn Complete 4 0 6459 1 Displaying 0 0 of 0 Total Pages 0 09 18 14 15 12 Leads email lastname Complete 2 0 6454 09 18 14 15 09 Contacts email full na Complete 4 0 6453 Upcoming Queued Jobs Date Filter Succeeded ID Action 09 18 14 15
2. 02 Leads email last name Complete 0 0 6452 i 09 18 14 15 00 Contacts email full na Complete 4 0 6451 09 18 14 14 20 Leads email last name Complete 0 0 6450 09 18 14 14 17 Contacts email full na Complete 4 0 6449 2 Displaying 1 10 of 13 Total Pages 2 1 Displaying 0 0 of 0 Total Pages 0
3. a e Chan es X ontact if 00300000007 ALKAA Last Name Nieto Nieto with One Cc ick 3 First Name Antonio Company irginia Tech Virginia Tech Last Name Niete Email antonio_nieto testdata com antonio nieto testdata com C bob ecom testdata com Tite Prof o xa ti lSep 17 2014 1237 24 PM Sep 17 2014 2 06 30 PM O chris kowalski testdata com 3 Email a Inline Editing ated C lsep 17 2014 1237 24 PM Sep 17 2014 2 06 30 PM O david morris testdata com 3 Last M ove Cent hea et Street 100 Holden Hall 100 Holden Hall O david scott testdata com ited Sep 17 2014 2 06 00 PH City Placksburg Blacksburg O denise metsa testdata com 3 Mailing Street 100 Holden Hall State Province ee Mailing City u Zip Postal Code 124061 24061 O henrysauer testdata com 3 Mailing State Province Country United States United States O james taranik testdata com Mailing Zip Postal Code Blacks bu wner If 10050000000 1EH7pAAG 0050000000 1EH7pAAG O johnptahi testdata com 3 Mailing Country vA Created By it los0000 O001EH7pAAG 00500000001EH7pAAG ae EERSTE ra Munar IN 24061 act Moctified Rv if lnngannnnnndEH7nAAc NOSANONNNNFHTAAAC Method 3 Automatically Automation To begin an automation job select Start Automation from a filter drop down menu or from the Automation menu atthe Bs 5 Accoun top of the dashboard MERGE gt Acct Fields Account Mar Manage Rules Run Window amp Throttle Start Automation Choose from the Automation Rules you have con
4. the list view and clicking Re Order Filters in the Actions menu The grid view allows you to quickly sort resize and reorder the columns You can also search within each column and set parameters Actions amp Menus Here you can create re order and re calculate filters run reports and manage automation jobs Upload csv files using the Import Wizard Activity Stream The activity stream can be pinned or hidden Search within the activity stream to find specific merges and track when a merge failed Hovering over a failed message displays a popup explaining the failure Bee lt O cloudingo com a Go x Cloudingo salesforce com AF OEST User Account a Maintenance mass 71d 1 Leads email last name 2 Leads full name email Gr 3 Multi Table Lead to Contact ema seein Delete Record MERGE gt LEAD MERGE gt LEAD CONVERT gt LEAD TO CONTACT Maintenance mass 74d Fields Email Last Name Fields Email Last Name First Name Fields Email Last Name ssed Delete Rect Maintenance mass 71d Status Last ran 2 months ago Status Last ran 2 months ago Status Last ran 2 months ago seme bee oe GROUPS MATCHES GROUPS 3 MATCHES GROUPS MATCHES Tananan 13 26 13 26 4518 9049 Maintenance mass 74d Elmer Fudd Processed Delete Recorc Ce 4 Multi Table Lead to Account co B 5 Accounts account name amp 6 Accounts name state P a CONVERTI gt LEAD TO ACCOUNT ME
5. with Cloudingo You may have already connected to Salesforce during your initial trial setup Step 4 Initial Profiling During the initial profile Cloudingo will search for patterns and clues that will help it to identify duplicate records When profiling is complete Cloudingo will run all the standard filters and show you the results Don t worry no changes will be made to your data at this point Step 5 Use Prebuilt Filters or Create Your Own Cloudingo comes with standard filters that you can edit or you can create your own We encourage you to experiment dloudingd Bee lt vm appexchange salesforce com a fh g o appexchange salesforce com cloudingo com N J DA N D Nw N N cloud ay Cloudingo Effortlessly eliminate and manage duplicate data y fi tfi it r t Cleanup your data and limit future duplicates Automated and customizable RELEASED i B Il x Cloudingo cloudingo E Bee lt im cloudingo com e m o Cloudingo salesforce com cloudingo x Cloudingo salesforce com a Ng cloudingo Ana ensa ek m s Karki One snag snort of a Darbie Profiling Started z symphonicsource v lt gt i rN dloudingd Grid amp List Views The dashboard has two versions grid and list views Within both views you can choose the order you want your filters to be displayed by dragging and dropping the filter names in
6. Fine Tune Your Results By default Cloudingo will scan your entire database for duplicates However you can choose to limit the search by setting parameters such as by date or record type Ji symphonicsource v lt gt y 5 cloudingd Q Method 1 Manually In the merge grid duplicate records are displayed side by side The column highlighted in blue shows a preview of how the record will appear once changes are saved Select a master record to serve as your baseline the correct field values or use inline editing Method 2 Mass Merge amp Convert Mass merge allows you to select multiple duplicate groups at one time and simply click a button to have all of the selected groups merged converted based on Automation Rules Select groups using the checkbox to the left of each group and click the Mass Merge Mass Convert button Bee lt E 2 0 x Cloudingo salesforce com Se D BE customizable Gria M cloudingo com Merge Preview Final result you will see in Salesforce Convert Leads to Contact filter Multi Table Lead to gt when you merge the duplicate records _ Master Record DA ATCHEC z E EER gene 4518 GROUPS 9049 N ki convert group AMTFONIO NIETOG TESTDATA COM with 3 duplicates B Contact Fields Value Lead Fields Antonio Nieto Antonio Nieto m crounnare neste va e Full Name Antonio Nieto A M k Account amp Virginia Tech First Name Antonio Antonio
7. RGE gt ACCOUNT MERGE gt ACCOUNT z y an a ss Fields Company Fields Account Name Fields Account Name Shipping State Province N symphonicsource gt 7 5 Ns dloudingd Action Menu Reprofile automate or modify the filter Export results to a CSV file Filter Type amp Name i b d w Sr 3 Multi Table Lead to Contact emai A filter allows you to look at a CONVERT gt LEAD TO CONTACT Calculate Totals bucket of records that match bag ee ee ee a Schedule based on certain criteria or fields A within the record Cloudingo Matching Criteria Edit comes with standard filters but i it s easy to edit or create your Status Last ran 2 months ago Copy Own GROUPS MATCHES 4 4518 9049 ere View results by clicking on the View History group or matches count Export ais Total Duplicates to drill in and being merging and converting Groups of Dupes to view results Step 1 Define the Filter A filter is defined by the objects it scans for duplicates Single table filters compare like object to like object example contacts to contacts Multi table filters compare leads to either accounts or contacts Step 2 Choose Which Fields to Match Select standard or custom fields to identify duplicate matches The primary field is one that everything is grouped by to begin with Secondary fields are used to further filter or match duplicates Step 3
8. a Customer Serv Blogspan O bert Sales Coordin Yombu Notifications Alert Ve Director Fat B You of Errors thia Director Ailane O ah Customer Serv Geba CA O iyne Consultant Katz CA tet Washington Wayne Consultant Katz CZ Vine mito gt Dai Director Vouonia symphonicsource you don t want search within any column re export records or edit individual records Any field cells that pose problems will be highlighted with a red box for example if a record is missing a value that is required in Salesforce Tab 5 Scan for Duplicates The Scan for Duplicates option scans the file against itself and against records in Salesforce You can choose to do nothing and manually decide what to push to Salesforce or don t scan for duplication just push all the records automatically to Salesforce and create them as new Salesforce records Tab 6 Review Data Check the status of the import records and manage them by deleting exporting rescanning pushing or merging o 6 cloudingo com P salesforce com a5 Review the Status of Each Record Merge duplicates or push records to Salesforce ee P Ge Review Bia User Account amp v Merged 2 Pushed 0 Street City State Province alie Country Phone Email 0530 Bunting J Twentynine Pal Connecticut 32374 Azerbaijan 4 475 106 8344 mhicks0 techcrunch com 1 Center Park Rocklin lowa 95934 Somalia 0 650 747 1460 jturner1 arstechnica com 9NelsonLane Livingston Colo
9. e cloudin chases down and eliminates duplicate data ON ga o You re one step closer to working more efficiently increasing performance and gaining clean enhanced data You ll find that Cloudingo is easy to setup simple to use and great at doing its job In just a few steps you ll be connected to Cloudingo and you ll see an initial profile of your data to determine how many duplicates you have Then dive right in with the prebuilt filters or create your own If you get stuck or need help an award winning support team is standing by to guide you hie qiida wril e Install and connect to Cloudingo so meee Dashboard overview SNOW YOU NOW TO Build and run filters e Merge and Convert Duplicates e Setup automation settings e Import files e Run reports A more detailed users manual is built in to Cloudingo symphonicsource lt lt p _ Ns Step 1 Install the Cloudingo Agent Before you can get started you must install and deploy the Cloudingo Agent inside salesforce com You can find the Cloudingo Agent in the Salesforce AppExchange http appexchange salesforce com Step 2 Create an Account Setup a Cloudingo account by visiting https app cloudingo com account register Step 3 Login to Cloudingo and Connect From the Cloudingo dashboard Click Connect to Salesforce on the upper left corner You must use a Salesforce Administrator account
10. figured for the specific object Click Continue to load an estimate of API resource usage and a finish time for the automation job then click Start Job You will see a small spinning icon on any filter that has an automation job running N v lt symphonicsource ga gt symphonicsource a gt 4 Ns 7 5 cloudinga Automation Rules allow you to define how Cloudingo will merge records using Mass Merge or Auto Merge Create different rules for different filters or for different jobs For example you can create rules that apply to imports only and not to filters run from the dashboard Within your automation rules you can control things down to the field level as well as set exceptions situations where you would not want Cloudingo to merge the records Manage Rules Tab 1 The Basics allows you to define the primary object for a rule name and describe the rule and choose the kinds of jobs for which the rule will be available dashboard filters imports or both Tab 2 How Do You Want to Merge Records is where you define the specifics of how you want Cloudingo to merge your duplicate records When defining your automation rules Cloudingo begins at the highest level master record selection and works down to the individual field level and exceptions Run Window and Throttle Run Window and Throttle Control resources allocated to Cloudingo and define the times in which automation can run Throt
11. licking the Import button on the dashboard There are six tabs or steps to cleansing and importing a file of records As you work through each tab you cannot go back to a previous tab Tab 1 Choose Data Name the import select the type of records to import and the action to take and upload the file Tab 2 Add Tracking Assign the records you are importing to a Salesforce Campaign set a status and add a note if you d like Tab 3 Map Columns Match the columns on your file to fields on your Salesforce objects Correct any incorrectly mapped fields by clicking the down arrow to the right of the import column header Once all fields have been correctly mapped the All Import Fields Mapped button will appear in gray Tab 4 Preview and Edit This is where you can manipulate your import data before sending it to Salesforce Delete any records Bee lt EN Il x Cloudingo OET Import Wizard Import Demonstration 1B 12424 Toe E Scan for Duplicates jew and Edit Manually or automatically merge duplicates t es Or t Import B Status Msg Lead ID Last Name First Name Title Company CA Hicks Mary President Livetube O Turner Joseph Manager Oper Skyble O Murray Kenneth Salesforce Ad Blogspan CA K as Sales Coordin Myworks A Email invalid email address Salesforce Ad Edgeblab CA kmurray2 sohu Manager Oper Feednation Merged 0 SS Sales Coordin Eabox O Saya Mark President Thoughtstorm B Henry Meliss
12. rado 49043 Guinea Bissau 3 736 815 8957 kmurtay2 sohu 16 Bluejay Ave Farmersville New Jersey 63337 5346 Samoa 5 760 531 6149 hcooper3 army mil 8 Jay Street Brentwood California 2647 Bulgaria 0 466 124 1002 dgreen4 china com cn 717 Mitchell Ce Woodland Delaware 84658 7701 Micronesia 2 764 700 5163 ppierce5 slate com 0211 7th Parkway Hidden Hills Colorado 51276 Peru 2 433 233 3714 dnichols6 shop pro jp 4 Thompson P Clayton Arizona 21279 1022 American Samoa 6 132 758 6132 mboyd7 rediff com 3294 Corben R Bishop Kansas 16212 0398 Antigua and Ba 9 211 532 4121 mhenry8 parallels com 8 Warner Avenue Imperial Louisiana 85107 italy 8 360 560 0013 rbailey9 java com 98 Russell Terr Lodi Massachusetts 57407 Aruba 9 823 754 5625 amendozaa technorati c 5 Northview Co Orange Wisconsin 15295 Kiribati 8 636 327 3373 cgoreeneb eventbrite com 3515 Victoria P Corona South Dakota 23727 Taiwan 2 929 900 6784 scunninghamc telegrap 0972 Reindshl National City Kentu 56101 isle of Man 1 787 489 3891 wwashingtond nydailyn 0972 Reindahl National City Kentu 56101 isle of Man 1 787 489 3891 wwashingtond nydailyn 2 Kinlinn Dark C meanaille ehbracska 64470 072A Dido iti mae aw AWiiy We be Bea dl es cial test t te eann cloudingo com Quick Start Guide REPORTS Merge Convert Report The Merge Convert report is a bare bones report It shows the date time object and filter that merged records Records are listed by the Salesforce ID number
13. tling Options Use as many resources as available and complete as soon as possible O Limit resource usage with the following parameters Salesforce resources 24hr Maximum number of groups 24hr Maximum number of records 24hr Run Window Settings Days and times to allow auto processing to run all times for Pacific Standard Time W Sunday Start Time 3 00 am v End Time w Monday Start Time 3 00 am v End Time W Tuesday Start Time 3 00 am v End Time fap Wednesday asar mn ORNES ab SHEE oS es ee eee es Total Daily API Resources Resources Cloudingo Can Use Daily 12 00 am 12 00 am 7 12 00 am hd This page allows you to control resources allocated to Cloudingo and to define the timeframe in which an automation job can run Limit resources under Throttle Options by defining the maximum number of API resources Cloudingo can use and or the maximum number of duplicate groups or records that can be processed within a 24 hour period of time Define when an automation job can run by setting a range of times and days under the Run Window Settings Jobs can be started from the dashboard at any time but auto processing of the duplicate records will only happen within the hours defined Jobs started outside of the available times will be held in queue until the defined time is reached Ns N cloudinga Import and dedupe csv or tab delimited files using the Cloudingo import wizard by c

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