FAQs
DotAlign Cloud user FAQs
DotAlign Cloud IT Administrator FAQs
Key concepts
About relationship scores
Scoring Mechanics
Teams and roles
About sharing
Security and Privacy
DotAlign Glossary
Using DotAlign Cloud
Data Sources
Upload LinkedIn connections
Marking people as private
Download to Excel
Events & interactions
Manual edits
Save to Salesforce
Entity alignment and identity auditing
DotAlign Market data
IT Administration
Pre-deployment preparation
Deployment
Post-deployment
Logging & Monitoring
Migrating from ADAL to MSAL
Database backups
Enabling events and interactions
Setting up Exchange access policy to restrict accessible mailboxes
Set up DotAlign for Outlook
Configuring the Azure web app using REST API
Network security
Using a custom Salesforce connected app from DotAlign
Managed Identity based access to MS Graph
Manual set up of DotAlign on Azure
API and Integrations
DotAlign Cloud Chrome and Edge browser extension
Accessing the Swagger API console
Providing DotAlign Cloud API access to services and background processes
DotAlign Cloud API data points
Exporting data into Microsoft SQL Server or Snowflake
Using service account creds to access the DotAlign API
Setting up a sync to Microsoft SQL Server or Snowflake
Exporting data into Salesforce
Managing your DotAlign deployment
Planning and onboarding
White labeling your DotAlign deployment
Restricted companies
All Categories > Using DotAlign Cloud
9 articles
Data contributors can see details about the types of information that have been analyzed for them, and can also upload additional information, such as LinkedIn first-degree connections.
Updated 3 years ago by Jaspreet Bakshi
LinkedIn does not allow API access to your data stored with them, and so if you would like data about your LinkedIn connections in any other application (for example, inside DotAlign), you need to do…
Updated 8 months ago by Jaspreet Bakshi
If there are certain relationships you would like to keep private (not visible to colleagues via DotAlign), you can mark them as private. Once you mark a contact as private, you will not appear as an…
Updated 2 years ago by Jaspreet Bakshi
You can download a list of people or companies into Excel directly from the DotAlign Cloud interface. To do this, go to the "COMPANIES" or "PEOPLE" tab and click on the "Download" button. The downloa…
The events page is where you can see all your meetings for today, tomorrow or any day of your choosing. Along with that you can see the people and companies you are going to meet, and easily see info…
DotAlign Cloud is focused on automating the generation of insights from your data sources. In particular, DotAlign Cloud will identify and align identities for people and companies automatically usin…
DotAlign Cloud allows the saving of People and Companies into Salesforce Contact and Account objects. This makes it easy for users to keep their Salesforce information up to date while they are insid…
Entity alignment is a challenge in any system that deals with people and companies data. If not done well, it can lead to lower data quality and worse, missed insights and opportunities. However, it…
As a part of the app, DotAlign brings certain market data that may be useful or informative as business users navigate person and company profiles. Market data visibility can be controlled from Avata…