Using DotAlign Cloud

10 articles

Data Sources

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 2 years ago by Jaspreet Bakshi

Upload LinkedIn connections

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 6 months ago by Jaspreet Bakshi

DotAlign Cloud Chrome and Edge browser extension

The DotAlign Cloud browser extension brings DotAlign functionality to Google Chrome and Microsoft Edge. The browser extension lights up on selected websites (linkedin.com, salesforce.com and relpro.c…

Updated 2 years ago by Jaspreet Bakshi

Marking people as private

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

Download to Excel

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…

Updated 2 years ago by Jaspreet Bakshi

Events & interactions

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…

Updated 2 years ago by Jaspreet Bakshi

Manual edits

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…

Updated 2 years ago by Jaspreet Bakshi

Save to Salesforce

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…

Updated 2 years ago by Jaspreet Bakshi

Entity alignment and identity auditing

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…

Updated 2 years ago by Jaspreet Bakshi

DotAlign Market data

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…

Updated 8 months ago by Jaspreet Bakshi