Contents:

• Overview
• Setting up the LeanData-Cloudingo Integration
• Permissions
• Steps to Implement
• Creating a Remote Site in Salesforce
• Setting up a Webservice in Cloudingo
• Authorizing Cloudingo in LeanData

 

Overview

Customers who utilize both LeanData and Cloudingo can utilize the power of LeanData's matching and FlowBuilder interface with Cloudingo's field level duplicate merging settings by leveraging LeanData's Cloudingo Integration. This can be used to merge Leads, Contacts or Accounts. For more information on the Cloudingo Merge Nodes, please refer to the Cloudingo Merge Lead / Contact Node Guide and the Cloudingo Merge Account Node Guide.

 

Setting up the LeanData-Cloudingo Integration

Permissions

• Salesforce System Administrator or User with Modify Metadata Through Metadata API Functions Salesforce Permissions.

 

Steps to Implement

1. Create a Remote Site in Salesforce
2. Set up a Web Service in Cloudingo
3. Authorize Cloudingo in LeanData

 

Creating a Remote Site in Salesforce

• Navigate to Salesforce Setup > Security > Remote Site Settings.
• Click New Remote Site.

• In the Remote Site Name field, enter CLOUDINGO_RSS
• In the Remote Site URL field, paste your Cloudingo URL: https://api.cloudingo.com
• Check the Active Box
• Click Save.

 

Setting up a Webservice in Cloudingo

Please follow the instructions in Cloudingo's Webservice - API Integrations guide to set up a Webservice (not a Callout). If you have already set up a Webservice in Cloudingo, you may skip these steps.

Please note: 

• You will not be able to use this integration for objects you do not check for in the Duplicate Search settings.
• Note: No Duplicate Filters from Cloudingo will apply because LeanData Matching will identify the duplicate.

Duplicates will be merged based on the Automation Rule established in Cloudingo’s integration setup. The default will be the Default Object Rule and can be changed at any time on the Cloudingo Homepage > Dedupe Dashboard.

 

Authorizing Cloudingo in LeanData

After setting up the Cloudingo Webservice, navigate back to your LeanData instance.

From the Clouding Integration page (LeanData > Integrations > Cloudingo), enter your Cloudingo Integration Key and Password from the Setting up a Webservice in Cloudingo section above.

• Click Update Settings.

 

For additional help, please reach out to LeanData Support.