Cloudingo: Salesforce Deduplication & Duplicate Management

Highlights

• MERGE DUPLICATES & CONVERT RECORDS
  Merge records using customizable filters, flexible rules, and various matching styles without losing critical business data. Easily Convert Leads to Contacts.
• REAL-TIME MERGE & AUTOMATION
  Merge duplicates in real-time for Leads, Contacts, or Accounts, or schedule Cloudingo to automatically run in the background.
• DEDUPE IMPORT FILES & VALIDATE ADDRESSES
  Mass import data and scan for duplicates, create new records, and update ones that already live in Salesforce. Verify and standardize U.S. addresses.
• UNDO & RESTORE MERGES
  Automatically backup your data and unmerge records if needed, returning them to their original state. Avoid costly mistakes with a recovery solution for your Salesforce data.
• CONNECT SYSTEMS VIA API
  Master data management via Cloudingo’s data integration to shuttle and cleanse incoming data, and/or updating external systems.
• SECURITY & HEALTH VISIBILITY
  Track critical changes across logins, apps, permissions, and API usage with automated alerts and concise insights that help you take action faster.
• MASS UPDATE & DELETE IN BULK
  Maintain your data quality by mass updating and standardizing records or deleting old unneeded data.
• FIND & EXPORT DATA
  Match data on a .csv file to records in Salesforce and pull back additional data points into an exportable report.
• REPORTING, COLLABORATION, & SECURITY
  Monitor your progress and data management with built-in reporting. Control access to Cloudingo with permissions-based logins. Cloudingo is SOC 2 compliant.

What Cloudingo: Salesforce Deduplication & Duplicate Management does

Managing Salesforce data is complex—but Cloudingo simplifies it by cleaning up data for AI inside Salesforce and streamlining comprehensive data management and data manipulation.

● Overcome Data Challenges:

Eliminate duplication, inconsistencies, data decay, and human errors with our powerful, customizable solution for deduplication and data cleansing.

● Advanced Matching & Duplicate Management:

Easily find duplicate contacts, leads, accounts, and person accounts. Leverage customizable filters and matching options—exact, fuzzy, or synonym-based—to merge duplicates in real time, manually, or via mass merge.

● Beyond Deduplication:

Import data without creating duplicates, mass convert leads, update/delete records, migrate data, and undo merges while preserving critical information like notes, attachments, and relationships.

● Cloudingo Intelligence: Security, Health, and Org Monitoring:

Gain visibility into logins, permissions, installed apps, API usage, and system changes with a unified dashboard that surfaces risks early and improves governance.

► 10-DAY FREE TRIAL – Click GET IT NOW

cloudingo.com

Screenshots