Cloudingo: Salesforce Deduplication, Duplicate Management, & Data Cleansing

MERGE DUPLICATES & CONVERT LEADS WITHOUT LOSING DATA Merge leads, contacts, accounts, and custom objects one-by-one or in bulk. Choose which values survive; notes, attachments, and relationships are auto-reparented. Mass convert leads to contacts.

REAL-TIME MERGE & ONGOING SCHEDULED MASS DEDUPE Merge duplicates in real time for leads, contacts, and accounts, or schedule automated mass dedupe jobs to run in the background so duplicates don't build back up.

IMPORT DATA WITHOUT DUPLICATES & EASILY FIND DATA Mass import and dedupe files in one step: Cloudingo updates records that already exist in Salesforce and creates only what’s new. To find data (not import), match a .csv against SFDC and export results.

UNDO & RESTORE MERGES Unmerge and return records to their original state. Automatic backups are kept up to 45 days in Cloudingo-operated storage, or for as long as you choose from your own Amazon or Microsoft Azure storage.

SYNC OUTSIDE DATA Check data coming in from outside systems via API before it creates duplicates and only send clean data to Salesforce or back to external systems.

CATCH DUPLICATES NATIVE RULES MISS Go beyond Salesforce's duplicate and matching rules with custom filters and exact, fuzzy, and synonym matching on standard and custom objects. Merge as many records as you need, beyond the native 3-record limit.

MASS UPDATE, STANDARDIZE, VALIDATE, & DELETE STALE RECORDS Mass update and delete records without Data Loader or spreadsheets. Fix messy field values, verify and standardize U.S. addresses, and clear out bad data so reports and automation stay accurate.

NATIVELY FLAG DUPLICATES FROM THE RECORD PAGE A native Lightning Web Component lets users flag potential duplicates in Salesforce while they work and alerts the admin. Flagged records appear in a dedicated Cloudingo filter, ready to review and merge.

SOC 2 CERTIFIED, REPORTING, & ORG HEALTH SOC 2 certified and works inside Salesforce. Track progress with built-in reporting, control access with permission-based logins, and get alerts on changes to logins, permissions, installed apps, and API usage.