Clicking ‘ Refresh Fields ‘ will refresh the field schema. Cloudingo syncs with Salesforce, so if you add any new fields in Salesforce that you need to see right away, clicking this option will force the schema to sync for the object you are working in. The field should then show up in your field list.
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How can cloudingo help me keep my Salesforce data clean?
No matter where your data comes from, Cloudingo can keep systems clean and in sync with Salesforce. Get set up in minutes and see how many duplicates you have right now. Make sure your Salesforce data is always clean. Schedule Cloudingo to run daily, weekly, whenever you want, catching any duplicates that slip in. Don’t know where to start?
How do I import records from cloudingo to Salesforce?
Upload clean records. In a single job, import new records and update those that already exist in Salesforce. Simply upload a .csv file and Cloudingo will walk you through the steps. Preview and edit records before pushing to Salesforce to ensure you get the results you want.
What is cloudingo and how does it work?
Cloudingo gives you the ability to unmerge duplicate Salesforce records that were previously merged in Cloudingo and return them to their original state – something that isn’t possible with any other tool. Clean and accurate Salesforce data is crucial, but it also takes time and manpower that you may not have.
How to merge dupes in Salesforce without losing data?
Then automatically (or manually) merge dupes without losing important info or relationships. Don’t just upload records. Upload clean records. In a single job, import new records and update those that already exist in Salesforce. Simply upload a .csv file and Cloudingo will walk you through the steps.
How does Cloudingo work?
Cloudingo finds duplicates using user-defined filters. Start with prebuilt filters then create more with the drag-and-drop user interface. Mix and match various matching styles on any Salesforce fields to identify dupes across standard and custom objects.
Does Cloudingo work with custom fields and objects?
Yes, Cloudingo works on all standard and custom fields as well as standard and custom objects.
How do I update a field value in Salesforce?
From Setup, enter Field Updates in the Update box, and select Field Updates. Then use these settings to configure your field update. Before you begin, check the type of the field you want to update. Read-only fields like formula or auto-number fields are not available for field updates.
How do I update an existing record in Salesforce?
Update LeadsFrom Setup, enter Data Import Wizard in the Quick Find box, then select Data Import Wizard.Click Launch Wizard.Select Leads, then select Update existing records.Set Match Lead by to Salesforce.com ID.Select the CSV file that contains your import data, and click Next.More items…
How many ways we can update field in Salesforce?
User can Update fields in two different methods.
How do I auto populate a field in Salesforce?
Auto-populate the lookup field with Process BuilderStep 1: Create a Process. From Setup, enter Builder in the Quick Find box, and select Process Builder. … Step 2: Choose Object and Specify When to start the Process. Click Add Object. … Step 3: Define Criteria. … Step 4: Define Immediate Actions. … Step 5: Activate the Process.
What is field Update in workflow?
Field update is one of the workflow actions available in Salesforce. Workflow is used to automate tasks, emails we regularly send and other record updates according to the organization requirement. Field update actions let you automatically update field values.
How do you update a record?
On the DNS & Nameservers page, select the DNS Records tab. Add a new A Record by clicking the blue + button. Or, click the three dots next to the A record you wish to edit or delete. Make your revisions and click on Update DNS.
How do I update an apex record in Salesforce?
To update records in Apex with SOQL you will first have to query the records that need to be updated. Add the updated values to the fields as needed and then update the records using a Data manipulation language(DML) update method.
How do I insert multiple records in Salesforce?
How to insert multiple records at a time?class for inserting more than one record at a time (list of records) … Inserting list of records through For loop. … Performing the pagination on VF page (display 2 records per page)
Salesforce data management simplified
Whether you need to merge duplicates, import data, or simply alter your Salesforce dataset, Cloudingo can help you accomplish all your data management needs. Based on user feedback, Cloudingo continues to morph into a must-have tool for cleaning Salesforce.
Find duplicates
Merge duplicate records that have the same email address and last name into a single record while keeping all notes, attachments, activities, etc. (Any standard or custom field can be used with numerous matching styles to identify duplicates.)
Manage duplicates
Merge contacts that are associated with multiple accounts without losing any relationships. (Cloudingo is the only platform that can overcome the Salesforce limitation where data is lost or merges are blocked when multi-account/contact relationships are enabled.)
Data management
Compare data in spreadsheets against data already in Salesforce, even if no Salesforce IDs are given in the file. Update existing records, only create new unique records, or both.
Augment and update data
Update a field value for a group of records with one click, like product types, Lead Source, etc.
Normalize and standardize
Standardize state and country fields to only include their abbreviations, like TX for Texas or CA for Canada.
Integrate data
Integrate and sync outside data sources, such as accounting platforms and ERPs, with Salesforce. Create new Salesforce records or update existing Salesforce records with data from other data warehouses.
Why was Cloudingo created?
That’s why Cloudingo was created — to speed up your workflows, give you more power, and to knock out the chaos caused by poor data .
Is Cloudingo a good app?
Excellent app. “Cloudingo is a great app for deleting, importing, and merging data. There’s almost always a way to get the data cleaned, no matter how complex the job. Definitely recommend.”. -Dennis W. Dec. 12, 2019.
Is Salesforce data cleansing?
Data cleansing built specifically for you. Salesforce is great for housing data to keep a pulse on your business. But over time that data becomes messy and polluted with duplicates, inaccuracies, and inconsistencies. Some data quality functions are built into Salesforce, but they’re limiting and tedious. Lots of clicking, screen hopping, and …