DataGroomr Support

Introduction & Access 5

• What is DataGroomr?
• How do I subscribe to DataGroomr?
• Installing DataGroomr
• How to access DataGroomr
• What happens when I start a trial?

Onboarding & UI Basics 8

• Onboarding guide: How to get started?
• Navigating DataGroomr
• Data Quality Dashboard
• What is a Dataset?
• Organizing Datasets with Folders

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Video Tutorials 7

• Application Overview
• Dashboard Widgets
• Dedupe Overview, Configuration and Mass Merge
• Cleanse Overview
• Import Configuration, Analysis, Importing and Enriching

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Configuration Tutorials 4

• Setup - Dedupe Config - Merge Rules
• Setup - Dedupe Config - Matching Models
• Setup - Cleanse Config - Transform Rules
• Setup - Cleanse Config - Data Quality Scoring

Integrating into Salesforce 2

• Duplicates Lightning Component Install and Configure
• DataGroomr Verify Install and Configure

Support & Compliance 3

• How do I get support?
• GDPR Compliance
• Information safety and security

Dedupe (Trimmr) Basics 11

• Configuring Dedupe (Trimmr) Datasets
• Using Mass Merge and Mass Unmatch to Manage Duplicate Records
• Get AI Recommendations for Duplicate Resolution
• Creating/Cloning/Removing Datasets in Dedupe (Trimmr)
• Organizing and Automating with Tags in Dedupe

View all 11

Cleanse (Brushr) Basics 6

• Cleanse (Brushr) Dashboard
• Create/Edit/Remove Cleanse (Brushr) Datasets
• Configuring Cleanse (Brushr) Datasets
• Cleanse (Brushr) Dataset Detail View
• Mass Transform (Mass Update)

View all 6

Transfer (Importr) Basics 4

• Import Data from CSV files
• Transfer Data Between Salesforce Objects
• Upload CSV File or Folder from Local Device or Cloud Storage
• Transfer (Importr) Dashboard

Dedupe (Trimmr) Matching Models 3

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

Dedupe (Trimmr) Merge Rules 9

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

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Cleanse (Brushr) Data Quality 3

• Manage Data Quality Models
• Transform Rules
• Data Quality Model Editor

Data Verification 6

• Working with Data Verification
• Ways to Verify Data
• Mass Verify Option
• Exporting Cleanse (Brushr) Data
• Smart email address suggestions (Email correction)

View all 6

Transfer (Importr) Data 9

• Working with Imported CSV Records
• Exporting records in Transfer (Importr)
• Transfer (Importr) Dataset Configuration
• Mass Delete Records in Transfer (Importr)
• Mass Verify Email, Phone and Address in CSV

View all 9

Automate (Schedulr) 2

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

Audit (Auditr) 6

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

View all 6

Setup 2

• Manage Objects
• Dictionaries

System Management 6

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

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Verify App 4

• Using Verify Lightning Component
• Verify App Manage Credits
• Select Fields to Display in the DataGroomr Verify
• Permission Sets for DataGroomr Verify

Duplicates Lightning Component 3

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

API Integration 7

• API Integration
• Integration API and secret keys
• Webhooks
• Handlers
• Check Event Signature

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Login & Access 5

• How do I Log Into DataGroomr?
• How do I log into DataGroomr with Single Sign-on (SSO)?
• Can I run DataGroomr inside Salesforce?
• How can I select which users can access DataGroomr app from Salesforce?
• Troubleshooting Salesforce Login Errors

Capabilities 8

• Who is DataGroomr For?
• Will DataGroomr help me eliminate duplicates in Salesforce?
• Will DataGroomr help me eliminate duplicates when importing into Salesforce?
• Can DataGroomr deduplicate/import/sync data outside of Salesforce?
• Is DataGroomr Secure?

View all 8

Compatibility & Setup 9

• Which Editions of Salesforce is DataGroomr Compatible With?
• Is DataGroomr Lightning Ready?
• Can I Test DataGroomr in My Sandbox Environment?
• I added a Salesforce field, but it is not showing in DataGroomr?
• Remove Salesforce Objects from DataGroomr

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Billing & Trials 4

• Can I Try DataGroomr Before I Buy?
• Is the Free Trial Limited?
• How do I manage my DataGroomr subscription?
• What are DataGroomr Credits?

Cleanse (Brushr) 7

• How does email verification work?
• How does phone verification work?
• How does mailing address verification work?
• How does website address verification work?
• Can I find (and remove) Orphaned Records?

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Transfer (Importr) 5

• 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)?
• Transfer: Reference Fields from Cross Objects
• Using Transfer module during an initial data migration project
• Can I import a CSV file into related objects (Account/Contact)?

Automate (Schedulr) 1

• Can I change an account that runs scheduled job?

Audit (Auditr) 2

• What's required to use Salesforce LLM?
• What is the CorrelationID and how to locate it

Dedupe (Trimmr) — Finding Duplicates 7

• How long does it take to analyze dataset?
• Can I create my own matching model to detect duplicates?
• Can I Deduplicate Person Accounts?
• Can I compare two different objects for duplicates?
• How can I deduplicate a Custom Object?

View all 7

Dedupe (Trimmr) — Merging Records 10

• Can I create my own rules for merging?
• Does DataGroomr have to store my data for the (merge) UNDO function?
• Can DataGroomr select a master record based on field values?
• What happens to Created Date and Last Modified Date when records are merged?
• Can I merge contacts in Nonprofit Success Pack (NPSP)?

View all 10

Dedupe (Trimmr) — Review & Reporting 3

• Change the Fields displayed in the Duplicate Group Review window
• Change the Order of Fields on the Duplicate Review Page
• Can I build report of duplicates in Salesforce?

Troubleshooting 3

• I am getting an error "owner is inactive" or "Record owner cannot be an inactive user"
• Salesforce API is not available error message in DataGroomr
• I am getting 'insufficient access rights on cross-reference id' error message on merge

2026 4

• March, 2026
• February, 2026
• January, 2026
• April, 2026

2025 10

• December, 2025
• November, 2025
• October, 2025
• September, 2025
• July-August, 2025

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2024 12

• December, 2024
• November, 2024
• October, 2024
• September, 2024
• August, 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