Salesforce and Cloudingo integration connects Cloudingo's data-quality engine to your Salesforce org through the Salesforce API. Once connected, Cloudingo finds, merges, and prevents duplicate leads, contacts, accounts, and custom objects based on rules you set. The result is a single accurate record for each person and company in your CRM.
Cloudingo is not a Salesforce-native application. It connects to Salesforce through API calls and processes your data without storing or caching it inside the platform. This lets it dedupe and clean records across leads, contacts, accounts, and custom objects from a separate interface.
Cloudingo finds and merges duplicate records, standardizes fields, and prevents new duplicates from entering Salesforce. It uses prebuilt and custom matching filters to detect duplicates, and it preserves notes, attachments, and relationships when records are merged. You can run cleanup jobs on a schedule or automate merges as records are created.
Yes. Cloudingo checks incoming records against existing Salesforce data and can merge or flag duplicates as they are created. Its import checks compare upload files against your org so duplicate records are caught before they are added.
Most implementations take a few weeks, depending on the size of your org and the complexity of your matching rules. Concept starts with a data assessment, then configures filters, automation, and import protection. We test the rules against your records before turning on automated merges.
Yes. Concept offers ongoing management that includes monitoring data quality, adjusting matching rules, and reviewing merge activity. This keeps your Salesforce data clean as your team, processes, and data sources change.
