Entries in cloudingo (6)


Introducing Salesforce Connect Offline

Up until recently, using offline was unheard of. Fortunately, Salesforce recently released a new piece of software that allows you to do just that-- using Salesforce totally unplugged! Today, I'll be giving a brief introduction to Connect Offline: a client application that allows you to do your work in Salesforce offline.


The way Connect Offline works is by allowing you to perform tasks and changes to your Salesforce offline, then when connected online, it synchronizes the Connect Offline database with Salesforce's and pushes all changes made over to Salesforce.

What makes Connect Offline particularly convenient is that it lets you perform all typical Salesforce tasks smoothly. Here's a list of what you can do in Salesforce when offline:


The subset of data you can access in Salesforce while offline is called a briefcase. Admins can configure the parameters of a briefcase: thereby determining what data is accessible in a briefcase. For example, if you want to create a Connect Offline briefcase specifically for salespeople, then you would configure the briefcase to only include Leads and Accounts.


Connect Offline comes with support for mobile and various browsers and operating systems. It is also available for free for Enterprise, Unlimited, and Developer Editions. Also available for additional cost to Professional Edition. It will be interesting to see how this new software might change habits of how organizations work with Salesforce and how it might increase productivity among users.


Dreamforce Discount Code


Just got wind that Cloudingo - data deduplication app for Salesforce - is offering $100 off Dreamforce '13 registration using their secret code. Thought I'd share it with you:


Cloudingo Promo Code

You read that right! Use this code to save 10% on your annual subscription to Cloudingo. The Cloudingo team has not yet set an expiration on this coupon, hooray!

Click to read more ...


Major Improvements to DupeCatcher 

You guys know how much I love Symphonic Source's free deduplication tool, DupeCatcher, so it should come as no surprise to learn that I'm really excited about the major imrpovements they've just rolled out! Read more about DupeCatcher's improvements below:

From -

DupeCatcher (real-time duplicate prevention application) just got even better. With latest improvements, DupeCatcher is now more robust.

Dallas, TX (PRWEB) June 06, 2012

Symphonic Source Inc., a leading provider of powerful and affordable data management software, today unveiled some major improvements to DupeCatcher, the company's real-time data deduplication tool.

DupeCatcher has quickly become a favorite for administrators and consultants around the world to flag/block duplicate records at the point-of-entry. DupeCatcher is a preventative deduplication tool that compliments Symphonic Source's main deduplication product Cloudingo (scans/cleans out the entire database).

Symphonic Source tools and services are used by more than 7,600 administrators worldwide to get rid of duplicate records and keep them out of Even though DupeCatcher is free, it is still 100% supported by Symphonic Source. Our support team is one of the best in the industry and that shines through in the DupeCatcher user reviews.

The latest improvements to DupeCatcher are centered around optimization with respect to large record sets inside Salesforce. In addition, the DupeCatcher team has made enhancements to error handling and reporting. We continue to get such great feedback from our users that we continue make improvements.

DupeCatcher focuses on the preventative aspect of duplicate data. This is one of the of the most important aspects of any data quality management plan. Cloudingo then works in conjunction with DupeCatcher to actually analyze and clean out the "dirty data" that already exists in the system. This allows system administrators and or marketing managers to not only understand their data but plan and set goals for the future.

"So much of what we do here at Symphonic Source is focused on the best practices of data quality management. We've taken our years of experience and created software to automate the steps that facilitate success and growth within a data-driven culture. Our team has a passion for data and we believe that corporate data is an organizational asset. Our customers share that passion. Anything we can do to both protect and enrich data will help our customers see and plan for the road ahead."

-Lars Nielsen, CEO, Symphonic Source.

About Symphonic Source
Symphonic Source provides powerful and affordable data management software to customers worldwide -- from Fortune 500 enterprises to small businesses and non-profits. We work extremely hard to stay as close to our customers as possible. Our customers are direct participants in shaping the future of our development efforts. As a company, our focus has always been on creating easy-to-use products.

Cloudingo and DupeCatcher are trademarks or registered trademarks of Symphonic Source, Inc.. Salesforce and AppExchange are registered trademarks of, Inc.. All other company and product names mentioned are used only for identification purposes and may be trademarks or registered trademarks of their respective companies.




Improve data quality easily

I was recently reading a study on the benefits of high data quality and stumbled upon a statistic stating that the vast majority of data quality issues stem from poor quality customer data. While customer data may be vast and thus hard to manage it's surprisingly simple to clean up and maintain. In fact, I don't think it takes more than 5 or so steps to clean up customer data and once again return to high data quality. 

Many of these tips can be applies pretty generally when cleaning up your data but I'd like to focus them just a little bit on customer data. 

The first step in managing your customer data is to cut out any unnecessary data you may have. When the quantity of data is reduced the quality is much easier to maintain. Focus on the exact type of buyers that your business appeals to the most and cut out those that are not the most efficient buyers.

Now that you've cut out the unnecessary data it's time to clean up what's left. Research has shown that nearly a quarter of customer data is entered wrong in most business' databases resulting in errors and missed opportunities. A thorough cleansing of your database may be needed at this step. Doing it by hand is often an arduous and long process but thankfully, applications exist to help streamline the process. I'm quite partial to the app Cloudingo to clean up the dirty data in your Salesforce database. Even the cleanest of databases will become a mess again eventually so setting up regular maintenance is a crucial step. 

And finally, stop dirty data before it even enters your database. It's much easier to block data instead of having to find and clean it up later. I'd recommend the app DupeCatcher for blocking duplicate data before it ever enters into your Salesforce.

As you can see, only a few easy steps are required to keep your data quality high and the benefits of clean data are undisputable. 


manage salesforce data with Cloudingo

Just a few days ago, the folks from Symphonic Source treated me to a preview of their newest Salesforce app, Cloudingo. As you may have noticed, I'm quite a big fan of Symphonic Source's first application, Dupecatcher. It's an extremely simple yet useful tool to prevent anyone from entering duplicate data into Salesforce and thus keep the data quality high. 

Unlike Dupecatcher which prevents the user from entering duplicate data, Cloudingo finds and merges all kinds of Salesforce duplicate objects already in Salesforce

My first impression of Cloudingo was that it is a very efficient tool. I had it installed and up and running in a short time. Much of this was due to Cloudingo's quickness. It scans your data and finds the duplicates surprisingly quickly, and presents them in a dashboard. I also loved the clever phrases on the loading screens from the developers. 

Cloudingo comes with 8 pre-set filters ready to scan for duplicates in your leads, accounts and contacts (it even suppors person accounts!). These filters scan the important information (first name, last name, email, phone etc.) though they can easily be tweaked to search for more specific data. If these existing filters are not enough, the process of adding more is pretty straight-forward. Cloudingo seems to cater to both those who want to truly customize their Salesforce experience and those less involved in the process. 

I quite like the set up of the whole application. The UI is very clean and friendly. So far I haven't noticed any hidden tricks or difficulties of use. I'm finding Cloudingo not only efficient in its speed but also ease of use. 

The benefits of clean data are numerous and this is a tool that might help you manage yours quite a bit better. 

Cloudingo is a paid application and it is, unfortunately, not yet available in Salesforce's Appexchange but you can sign up for a free trial right now at the Cloudingo website!