Dorian Sabitov

Posted on Mar 8 • Originally published at sfapps.info on Mar 8

Cloudingo Review: Top Salesforce Data Cleansing Tool

#appreviews #blog #sponsored #salesforce

Introduction: Clean Up Your Data Garden

Managing customer data in Salesforce can sometimes feel like walking through a wild garden. Records often get duplicated, fields might be incomplete, and inconsistent information can lead you to a dead end.

When you can’t be sure that your data is trustworthy, you risk inaccurate reporting, confusing team members, and disappointing customers. And this is not the result you expect from your investment in a CRM system, especially at a time when AI-ready data is becoming an essential need. Any company working or planning to work with AI should have clean data. And it’s not a fancy thing right now, it’s a necessity today to integrate your business with AI if you want to be one step ahead of your competitors.

According to a Precisely and Drexel University Report, only 34% of organizations rate the quality of their data as “high” or “very high”.

Precisely and Drexel University Data Integrity Trends & Insights Report

Additionally, Gartner predicts that through 2026, organizations will abandon 60% of AI projects unsupported by AI-ready data.

A proper Salesforce data cleaning tool, in these scenarios, can be the reliable assistant that helps you clean up your data garden and restore confidence in your CRM.

But What is the Cloudingo App, Exactly?
Where to Start: Installing and Configuring Cloudingo
Key Features and Functionalities of Cloudingo
Pros and Cons About Cloudingo
Use Cases for Cloudingo
Customer Feedback About Cloudingo
Pricing for Cloudingo
Final Word on Cloudingo

In this article, we will take a look at Cloudingo, a top AppExchange app that can be your savior in the fight against inconsistent data in your Salesforce instance.

But What is the Cloudingo App, Exactly?

At first glance, Cloudingo is an app designed to identify, merge, and remove duplicate data in Salesforce, helping to improve data quality and ensuring that your Salesforce instance is the single source of truth for your records, but it’s even more, so let’s dive into the Cloudingo world!

Sure, the core challenge Cloudingo solves is data duplication. Duplicates can occur because of imports from third-party systems, manual data entry, or legacy processes that never got cleaned up. It’s also easy to miss minor variations in company or contact names. Cloudingo steps in as a Salesforce dedupe tool, ensuring everything merges neatly while preserving important details.

But if you take a closer look, you’ll find that this app has a lot of powerful surprises under the hood. Cloudingo offers features and services that will make data management easier and make your data cleaning efforts much more efficient, like the Data Quality Dashboard, or Personal onboarding and Customer success manager assistance.

The main purpose of Cloudingo is to let you clean and maintain quality data with minimal hassle. Cloudingo leads to clean data, and clean data leads to happy customers, so the main result you can achieve with Cloudingo is your happy customers, and it’s worth trying! The app uses a variety of matching rules and filters, so you can customize how you want to catch duplicates. Plus, it offers automated features, so you don’t have to keep pressing buttons each time you want to clean up Salesforce.

Cloudingo Website

Cloudingo is like a magic wand for Salesforce administrators, data managers, sales teams, marketing professionals, and anyone else who relies heavily on customer data within Salesforce. If you have thousands (or millions) of records and no clear process to manage duplicates or outdated entries, Cloudingo can be a game-changer. It automates the routine work, ensuring your system has only correct and current information.

Organizations that rely on Salesforce can save time, reduce errors, and enhance the reliability of their reports by using this tool.

Where to Start: Installing and Configuring Cloudingo

Installing Cloudingo in your Salesforce Org is straightforward if you follow the official guidelines. Below is a quick outline of how to get started:

Step #1. Visit the AppExchange

First, navigate to the Cloudingo AppExchange page. You’ll see application details, including Cloudingo reviews, pricing, and feature highlights.

Step #2. Start Installation Process

Click “Get It Now” or “Try It Free” depending on the type of organization, Production or Sandbox, in which you want to install the Cloudingo agent, one half of the setup process. You’ll be prompted to log in to your Salesforce account if you’re not already.

Cloudingo on AppExchange

Step #3. Confirm Installation Details

Review the package details and decide if you want it for admins only or all users in your Org. Note: Admins Only access is recommended. Users do not work directly with the Cloudingo agent that is installed in Salesforce.

Overview of the Cloudingo Package Components That Will Be Installed

Choosing the Type of Cloudingo Installation

Step #4. Post-Installation

The installation of Cloudingo in your Salesforce organization is complete. You can now find the app among the apps installed in your organization.

The Cloudingo Package Is Installed in Your Salesforce Org

Cloudingo App in Salesforce App Launcher

Step #5. Create a Cloudingo Account

Once the Cloudingo app has been installed in your Salesforce organization, it’s time to create an account on the Cloudingo website. Open the Cloudingo app and click the “Get Started” button.

Cloudingo App in Salesforce Org

On the Cloudingo authorization page, you can log in with your Salesforce credentials, access your existing Cloudingo account, or create a new Cloudingo account.

Authorization Interface on the Cloudingo Website

Step #6. Connect Cloudingo With Salesforce

Once a Cloudingo account is created, you’ll need to connect it to your Salesforce Org. Just enter your Salesforce credentials in the Cloudingo app. Ensure you choose the correct settings and authorize the necessary permissions so the tool can read and write data.

Main Page of Cloudingo Without a Connected Salesforce Org

Connecting Salesforce Org to Cloudingo

That’s all you need to do to set up Cloudingo. If you want more detailed instructions, Cloudingo has aGetting Started Guide that walks you through each step and offers troubleshooting tips.

Cloudingo Starts Analyzing Your Records in the Salesforce Org

Your Cloudingo account is now set up and starts working for you. Let’s see what it can do.

Key Features and Functionalities of Cloudingo

Feature #1. Duplicate Detection

Cloudingo serves as a highly flexible dedupe tool listed on the Salesforce AppExchange, with advanced matching criteria for fields like name, email, or phone. Users can use over a dozen matching styles, including exact, partial, or fuzzy matching, to catch variations such as nicknames or alternate data formats. Filters can be set up for standard or custom objects, ensuring full coverage of leads, contacts, and accounts. Real-time scanning flags potential duplicates immediately, reducing manual cleanups and ensuring data remains consistent across various input channels.

Merging Filters Overview Page in Cloudingo

Feature #2. Merge & Convert

Once duplicates are found, Cloudingo merges them into one record while preserving key data from the duplicate set. You can decide which fields should take priority, and you can even convert leads to accounts or contacts on the fly. The merging process re-parents related objects like tasks and opportunities, so no vital information is lost. Whether you merge records one by one, in small batches, or handle mass merges, the process remains transparent, giving you control over how final records are created.

Manual Records Merging Interface in Cloudingo

Feature #3. Undo/Restore Merges and Conversions

Cloudingo provides an extra layer of safety with the Undo/Restore feature. If a merge or lead conversion results in lost or conflicting information, admins can revert those changes, restoring previous records and preserving historical data. This rollback capability makes it safer to run automated merges.

List of Merge/Convert Actions for Undo/Restore Jobs

Feature #4. Automation & Scheduling

Tired of manually clicking buttons? Cloudingo can schedule cleanup jobs to run automatically thanks to built-in scheduling features. You can set Cloudingo to run deduplication tasks overnight, weekly, or monthly. With Cloudingo, Salesforce administrators are saved from manual oversight. Automated merges follow the rules you define, so conflicts are resolved consistently, and you wake up to a clean Salesforce environment each morning. Scheduling helps large organizations keep pace with constant data entry, import processes, and integrations.

Auto-Merge Scheduling in Cloudingo

Feature #5. Real-Time Processing for Standard Objects

With Cloudingo, you can detect and merge duplicates of Leads, Contacts, and Accounts as they enter the system in real-time. When new records enter Salesforce, the system checks for potential duplicates. This instant approach prevents duplicates from piling up, maintaining data integrity around the clock.

Real-Time Merge in Cloudingo Merge Filter

Feature #6. Data Quality Dashboard

An additional value Cloudingo brings that goes beyond the standard deduplication functionality is the ability to analyze data quality. Cloudingo offers a comprehensive Data Quality Dashboard that shows you the overall health of your Salesforce data. On this dashboard, you can see the overall Data Quality Score, which is calculated through multiple data metrics, or Top Issues/Actions, which are worth paying attention to. The Data Quality Dashboard also shows how many duplicates you have, field completeness statistics, and other indicators that will allow you to see the quality of your data in one place and track these metrics over time. Make your work with data as simple as possible with Cloudingo, open a dashboard, check the data on duplicates, automate the data deduplication, and that’s it! Experience how simple it can be with Cloudingo.

Data Quality Dashboard in Cloudingo

Feature #7. Reports and Analytics

Another data cleaning analytics tool is built-in reports. There are many different types of reports available that allow you to drill down into your data cleaning process, for instance, these reports summarize merges or deletions and let you see exactly which fields were updated. And the customizable Report Dashboard allows you to track the parameters that matter to you at a glance. This transparent audit trail ensures administrators always maintain full control over data changes.

Selecting Reports Interface for Report Dashboard

Feature #8. Field Analysis

For deeper insights, the Field Analysis feature analyzes individual fields on the Salesforce data objects to identify potential inconsistencies or incomplete data. Admins can spot outdated, missing, or incorrectly formatted fields quickly, helping teams focus on the most critical areas of data improvement. By highlighting field-level issues, Cloudingo offers a more complex approach to data quality management.

Creating a New Field Analysis Report in Cloudingo

Feature #9. Find Data

Cloudingo’s “Find Data” feature enables users to upload a CSV file to search for matching records within Salesforce and pull back additional data points from Salesforce into the file. This tool is especially useful for verifying whether certain records already exist in Salesforce before importing or updating data. Users can define match criteria based on Salesforce objects and fields and export search results as a CSV file for further processing. Additionally, saved templates allow for faster execution of repeated searches, making it easier to maintain clean and correct data. That means that you can automate your data searches and the next data search will be done much faster.

Find Data Interface in Cloudingo

Feature #10. Data Import Tool

The Cloudingo Data Import tool makes loading external files into Salesforce smoother by applying Cloudingo’s deduplication logic during import. Users can map CSV columns to Salesforce fields and apply matching rules on the fly. This process removes potential duplicates at the point of entry, keeping records clean without relying on post-import cleanup. Just map fields from the file to Salesforce fields and forget about the data with possible duplicates after each data import.

Data Import Interface in Cloudingo

Feature #11. Update and Delete Records Functionality

Cloudingo also supports broader data maintenance, including updating and deleting records in bulk. Admins can perform mass updates on select fields for an entire batch of records, useful for reclassifying leads or adjusting account attributes. Bulk deletion targets outdated or irrelevant entries, helping keep the Salesforce org uncluttered. With these functions, Cloudingo extends its capabilities beyond simply merging duplicates, offering an advanced toolkit for ongoing data hygiene.

Creating an Update Records Filter in Cloudingo

Feature #12. Multi-User Capabilities

Cloudingo lets you add multiple users with different access levels. Admins can define user roles and assign permissions, ensuring that data cleansing tasks are distributed effectively across a team. This feature enables collaboration on filter creation, deduplication jobs, and audit reviews. Combined with Cloudingo’s dashboard, multi-user functionality promotes a streamlined, shared workflow. Working alone or with your teammates, Cloudingo will make working with data easy and efficient.

Manage Users Roles in Cloudingo

Feature #13. Integration Options

If your organization pulls data from external systems like ERP, billing, accounting, or marketing tools, you’ll probably love Cloudingo’s handy integration features:

API Integration: Cloudingo can scan data entering Salesforce from multiple external systems, including ERP solutions, accounting platforms, or marketing tools like Marketo. Incoming data is immediately checked using predefined deduplication rules, ensuring your Salesforce environment remains clean, consistent, and free of duplicates across multiple data streams.
Marketo Integration: Specifically for Marketo users, Cloudingo offers direct integration. Just as Cloudingo cleans Salesforce data, it also efficiently scans, identifies, and manages duplicate records within Marketo itself, ensuring consistent data quality.

This combined functionality is tailored to maintaining high data quality across all your core business applications. One, two, or even more platforms, Cloudingo will keep your data clean.

Establishing New API Integration in Cloudingo

Feature #14. Robust Security

Working with data is always about security. Cloudingo is trusted by over 22,000 businesses worldwide for secure data management. As a certified Salesforce ISV and SOC 2 Type II compliant company, Cloudingo meets Salesforce’s strict security requirements and undergoes annual audits and third-party penetration testing. The Cloudingo agent operates within Salesforce, using real-time API calls instead of storing customer data on external servers (except for the Undo/Restore options, the activation of which requires a separate configuration of the encrypted backup storage location). All interactions are encrypted with 256-bit SSL, and server firewalls ensure protection. By implementing these security measures, Cloudingo ensures compliance, transparency, and secure CRM data handling.

By combining all these features, Cloudingo aims to be one of the most comprehensive Salesforce data cleansing tools on the market.

Pros and Cons About Cloudingo

In the previous section, we’ve looked at Cloudingo’s key features and functionality, so now let’s take a balanced look at the strengths and weaknesses of this product.

Strengths:

User-Friendly Interface : The dashboard is intuitive, making it easy to set up custom matching rules.
Flexible Customization : With a variety of matching rules and filters, users have full control over how duplicates are identified and merged, ensuring precise data management tailored to their specific needs.
Automation : Scheduling merges saves time and prevents you from having to remember manual cleanup.
Detailed Reporting : See exactly which records merged, how they merged, and any conflicts that arose.
Multi-Object Support : Clean Leads, Contacts, Accounts, and even custom objects.
User Support : With Cloudingo’s User Support, which can include Personal onboarding or Customer success manager assistance, even beginners can utilize the full power of Cloudingo to ensure data cleanliness. Also, don’t forget about comprehensive documentation and a video library on Youtube, where you will always find help.

Weaknesses:

Additional Cost for Full Functionality : Some advanced features come with the most expensive subscription, but the time saved and the improved data accuracy make it a worthwhile investment in the long run.

Overall, the strengths tend to outweigh the weaknesses, especially for organizations that are serious about clean Salesforce data.

Insight:

Powerful automation and scheduling capabilities are the major features of Cloudingo.

By running deduplication jobs in the background, teams spend fewer hours on repetitive data cleaning, allowing them to focus on higher-level tasks like analytics, customer engagement, and sales strategies.

This shift from manual work to automation can be a game-changer, especially for organizations that work with large or quickly growing data sets in Salesforce.

Use Cases for Cloudingo

Specific scenarios where Cloudingo excels:

Marketing Lead Imports: If your marketing team imports leads from various events or external lists, you might get multiple versions of the same person. Cloudingo ensures those duplicates merge smoothly, so your sales reps don’t waste time calling the same lead twice.
Merging Legacy Systems: Maybe you’ve migrated customer data from an older CRM into Salesforce, resulting in duplicates or partial records. Cloudingo helps unify and standardize everything into a single, accurate set of data.
Rapid Growth Organizations: If your company is scaling quickly, you might face an explosion of new contacts, leads, and accounts. Having an automated or even real-time process to keep data fresh and accurate can save hours of manual effort each week.

Customer Feedback About Cloudingo

Cloudingo has a 4.81 rating and 540+ reviews on AppExchange. After analyzing these reviews, we can make the following observations:

Many users say they were initially overwhelmed by the volume of duplicates but found that Salesforce Cloudingo handled the job effectively.
A significant number of users emphasize Cloudingo’s automation and scheduling features, which allow deduplication processes to run in the background, saving time and manual effort. Businesses report that setting up auto-merge rules has significantly reduced the need for hands-on data cleaning, allowing teams to focus on more strategic tasks.
Customer support is another standout feature in user reviews. Many users praise the responsiveness and expertise of the Cloudingo support team, with quick responses and effective solutions to issues. Several reviews mention that support agents take the time to help users understand complex filtering and merging scenarios.
Users also highlight Cloudingo’s ability to handle large-scale data management efficiently, stating that it has significantly reduced the time needed to merge thousands of records.
Some reviews specifically mention Cloudingo’s flexibility in handling custom objects and complex deduplication rules, which has made it an unreplaceable tool for organizations with complicated data structures.

Pricing for Cloudingo

Cloudingo pricing is publicly available and can be found on the AppExchange Cloudingo page and the official website.

Cloudingo license prices start at $2,500/year for a Standard license, $6,000/year for a Professional license, and $10,000/year for an Enterprise license. The license applies to the Salesforce Org and is billed annually. Discounts are available for nonprofits. A 10-day trial period is also available. Additionally, if a Salesforce Org contains more than 300,000 records in total between Leads, Contacts, Accounts, and Custom objects, the price increases by $100 for each additional 100,000 records.

Cloudingo Pricing Webpage

Final Word on Cloudingo

Cloudingo stands out as a remarkably flexible and powerful Salesforce data cleansing tool. Its wide range of features, from real-time duplicate detection and scheduling to analytics and undo capabilities, make it easy for administrators to tackle everything from day-to-day cleanups to large-scale data migrations. By taking advantage of automation and user-defined matching rules, organizations can significantly reduce the hours spent on manual data merges, allowing teams to focus on more strategic tasks.

Moreover, Cloudingo’s user-friendly design, along with robust documentation and responsive customer support, underscores its commitment to a seamless experience. Whether you’re overseeing a small Salesforce org or an extensive enterprise with millions of records, Cloudingo’s customization options, detailed dashboards, and integration capabilities ensure that data remains trustworthy. Overall, Cloudingo stands out as a dedicated partner in keeping Salesforce environments clean and efficient, providing the kind of data integrity that every business strives for.

The post Cloudingo Review: Top Salesforce Data Cleansing Tool first appeared on Salesforce Apps.

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