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 3

• Onboarding guide: How to get started?
• Navigating DataGroomr
• Default Dashboard

Video Tutorials 7

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

View all 7

Configuration Tutorials 4

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

Support & Compliance 3

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

Dedupe (Trimmr) 25

• Accessing Dedupe (Trimmr)
• Dedupe (Trimmr) Dashboard
• Dedupe (Trimmr) Deduplication: First Analysis
• Working with Matched (Duplicate) Groups
• Tag Groups

View all 25

Cleanse (Brushr) 14

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

View all 14

Transfer (Importr) 13

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

View all 13

Automate (Schedulr) 3

• Accessing Automate (Schedulr)
• 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 10

• Manage Objects
• Dictionaries
• API Integration
• Webhooks
• Test Endpoint

View all 10

System Management 5

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

Verify App 6

• Using Verify Lightning Component
• Manage Credits
• Ways to Verify Data
• DataGroomr Verify Install and Configure
• Select Fields to Display in the DataGroomr Verify

View all 6

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 22

• Who is DataGroomr For?
• How do I Log Into DataGroomr?
• How do I log into DataGroomr with Single Sign-on (SSO)?
• Will DataGroomr help me eliminate duplicates in Salesforce?
• Will DataGroomr help me eliminate duplicates when importing into Salesforce?

View all 22

Dedupe (Trimmr) 25

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

View all 25

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?

View all 7

Transfer (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)?
• Transfer: Reference Fields from Cross Objects
• Using Transfer module during an initial data migration project

Automate (Schedulr) 1

• Can I change an account that runs scheduled job?

Audit (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

2025 7

• September, 2025
• July-August, 2025
• June, 2025
• May, 2025
• April, 2025

View all 7

2024 12

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

View all 12

2023 9

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

View all 9

2022 10

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

View all 10

2021 10

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

View all 10

2020 10

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

View all 10

2019 4

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