Cloudingo – A Salesforce Cloud deduplication and sanitization solution
“Unused Components are the Untitled Documents of a Salesforce Org: They’re more trouble than they’re worth.”
-Overheard at a Salesforce development team
Like any enterprise, from time-to-time, you’ve probably wanted to clean house on unconverted Leads and unattended Opt-outs for more accurate reporting as well as operating without incident. And if you scout around for dedupe solutions, you should come across Cloudingo fairly quickly. So for the first installment in our dedupe and cleanup app series, the SPRINGTIME DATA CLEANUP SERIES, we’ll be looking at Cloudingo. Here’s a quick roundup to keep you up to speed.
What Cloudingo Does...
It’s a wholly cloud-based alternative to Salesforce’s baked-in dedupe capabilities that combs through and cleans up large volumes of your data.
...and what it doesn’t.
Unlike its competitors in this space, it doesn’t segment your data or help with data discovery. Given this, it’s for the best if your Web2Lead, Case raising windows, and other channels are pre-segmented.
Also, it manages only master data and not metadata.
Some context - Why dedupe at all, though?
Put simply, you don’t want your enterprise mailouts, and other communications, to go to unintended recipients. If you need convincing, think of these going to a customer who’s opted out of them.
What firms want is consistent data maintenance and automation; deduplication lies at the heart of that.
Bring down Decision-prerequisites, Drive change faster
As a dedupe app, Cloudingo primarily consolidates data and eliminates redundancies, besides letting you create, update, and scan Records.
The idea, as with any data cleaning software, is to spend less time swimming through duplicates to find the right information. To that effect, Cloudingo allows for single-truthing associations to other DBs like ERPs and Marketing Automations. This, in turn, makes data more actionable and palatable.
Clean data administration that puts you in the driver’s seat
The app lets enterprises overcome errors, decay, and inconsistency.
Looking at administration capabilities, the customizable, dynamic platform app enables agents to schedule tasks, distribute workloads through managed user permissions, talk to data within Salesforce, and automatically accept update roll-outs.
All this, while preserving the fidelity of assets, documentation, and mapping relations.
Weighing some Pros
- Let’s start with the obvious. With Salesforce, you’re stuck with just 3 Record merges at a time. Cloudingo lets you merge a 100 Records in a go – talk about a substantial jump.
- It allows for Cross Object merges such as those from Leads to Contacts or form Leads to Accounts
- You can even run periodically scheduled to take care of easy pickings like more obvious duplicates for the benefits to add up later. You could do this with filters that you’ve tested and know to work well.
- Worried about downtime? Don’t be.
- You can merge Orgs and other platforms with top-rated cleansing tools.
- Performs dedupes Records into 10000s for Accounts, Contacts, Leads, everything.
- Simultaneous dedupe and import without jumping through any hoops like lookups which helps you wrangle with data issues at scale
Feature Set
Filters
- Create and combine filters over any Field on your Object Records.
It supports pre-built, as well as user-defined filters, with capabilities, further amplified by 10 character matching styles to choose from.
Merges
- You can match Leads to existing Accounts and merge those with contact duplicates. Even more, you can match Leads to existing accounts and contact duplicates to related info.
Visualizations
- Get one-view, ‘state-of-the-data’ Dashboards to assess and monitor data quality that informs migration decisions, as well as shareable reports and audits.
- Its Field-based automation is known to support edges case on Objects that can run into several hundreds of Fields.
Others
- Training modules are mostly documentation based, and support is available during business hours
- You can dedupe data from Salesforce, Marketo, or imports from other platforms.
Aspects that could use some work
To cherrypick, the processing isn’t delightfully fast when cleaning larger volumes of data. The import interface could also be more intuitive.
The app can also take a while to set up.
Then, the adoption process isn’t bad, but it isn’t the friendliest either. There’s a lot of solitary rule assignments you’ll need to work out. There’s a slightly steep learning curve if it’s your first time managing a dedupe. However, most Orgs do have sufficiently experienced admins to handle this.
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