DataGroomr Support

General 7

• What is DataGroomr?
• Installing DataGroomr
• How do I subscribe to DataGroomr?
• How to access DataGroomr
• How do I get support?

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Video Tutorials 11

• Application Overview
• Dashboard Widgets
• Trimmr Overview, Configuration and Mass Merge
• Brushr Overview
• Importr Configuration, Analysis, Importing and Enriching

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Privacy policy 2

• Does DataGroomr comply with GDPR?
• Information safety and security

Trimmr 12

• Accessing Trimmr
• Trimmr Dashboard
• Trimmr's Deduplication Analysis
• Working with Matched (Duplicate) Groups
• Tag Groups

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Brushr 11

• Accessing Brushr
• Brushr Dashboard
• Create/Edit/Remove Brushr Datasets
• Configuring Brushr Datasets
• Working with Data Verification

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Importr 11

• Import Data from CSV files
• Transfer Data Between Salesforce Objects
• Accessing Importr
• Working with Imported CSV Records
• Importr Dataset Configuration

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Schedulr 3

• Accessing Schedulr
• Jobs: Task Scheduling (Adding and Managing)
• Triggers: Real-Time Transformation and Verification

Supervisr: Merge Rules 7

• Manage Merge Rules
• Merge Rules: Master Record Selection
• Supervisr: Field Merge Rule
• Rule Preview
• Merge Rules: Distribute Values Rule

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Supervisr: Objects / Matching 4

• Manage Objects
• Manage Matching Models
• Training Machine Learning Matching Model
• Matching Models: Copying Prod to Sandbox or Sandbox to Prod

Supervisr: Transform Rules 2

• Transform Rules
• Transform Rule: Associate to a field in a dataset

Supervisr: Integration 8

• API Integration
• Webhooks
• Handlers
• Ingestion API and secret keys
• Cloud Storage

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Supervisr: Data Quality 2

• Manage Data Quality Models
• Data Quality Model Editor

Auditr 5

• Log Browser
• Undo and Rollback (a Merge)
• Recycle Bin
• Export Audit Trail from Log Browser
• Stop a Job

System Management 5

• Manage Subscription
• Manage Users
• Manage Roles
• Manage Sandboxes
• Manage Credits

Verify App 6

• Using Verify Lightning Component
• Manage Credits
• Bulk/Mass Verification
• DataGroomr Verify Install and Configure
• Select Fields to Display in the DataGroomr Verify

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Duplicates Lightning Component 4

• Duplicates Lightning Component Install and Configure
• Select Fields to Display in the Duplicates Component
• Permission Sets for DataGroomr Duplicates
• Using Duplicates Lightning Component

General 18

• Who is DataGroomr For?
• How do I Log Into DataGroomr?
• Will DataGroomr help me eliminate duplicates in Salesforce?
• Will DataGroomr help me eliminate duplicates when importing into Salesforce?
• Which Editions of Salesforce is DataGroomr Compatible With?

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Trimmr 15

• What is a Dataset?
• How long does it take to analyze dataset?
• Can I create my own matching rule to detect duplicates?
• Can I create my own rules for merging?
• Does DataGroomr have to store my data for the (merge) UNDO function?

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Brushr 6

• How does email verification work?
• How does phone verification work?
• How does mailing address verification work?
• Can I find (and remove) Orphaned Records?
• Can I transform last names to proper case?

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Importr 4

• What is a valid date format in CSV?
• Can I run an import that checks for duplicates against two Salesforce objects at once (e.g. Leads and Contacts)?
• Can I change the Matching Model used by Import?
• Importr: Reference Fields from Cross Objects

Schedulr 1

• Can I change an account that runs scheduled job?

Auditr 2

• Salesforce API is not available error message in DataGroomr
• I am getting 'insufficient access rights on cross-reference id' error message on merge

Supervisr 6

• What are Merge Rules?
• What are Matching Models?
• Merge Rules: Prioritize Record If
• Can DataGroomr use related objects in Matching or Merge Rules?
• Can DataGroomr use fields in related objects for training Matching Models?

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2024 11

• November, 2024
• October, 2024
• September, 2024
• August, 2024
• July, 2024

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2023 9

• December, 2023
• October, 2023
• September, 2023
• August, 2023
• July, 2023

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2022 10

• October, 2022
• September, 2022
• August, 2022
• July, 2022
• June, 2022

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2021 10

• December, 2021
• November, 2021
• October, 2021
• September, 2021
• July, 2021

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2020 10

• November, 2020
• October, 2020
• September, 2020
• July, 2020
• August, 2020

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2019 4

• Release Update - December 16, 2019
• Release Update - September 15, 2019
• Release Update - April 29, 2019
• Release Update - March 19, 2019