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Knowledge base
Getting Started
General
7
What is DataGroomr?
Installing DataGroomr
How do I subscribe to DataGroomr?
How to access DataGroomr
How do I get support?
View all 7
Video Tutorials
11
Application Overview
Dashboard Widgets
Trimmr Overview, Configuration and Mass Merge
Brushr Overview
Importr Configuration, Analysis, Importing and Enriching
View all 11
Privacy policy
2
Does DataGroomr comply with GDPR?
Information safety and security
Documentation
Trimmr
12
Accessing Trimmr
Trimmr Dashboard
Trimmr's Deduplication Analysis
Working with Matched (Duplicate) Groups
Tag Groups
View all 12
Brushr
11
Accessing Brushr
Brushr Dashboard
Create/Edit/Remove Brushr Datasets
Configuring Brushr Datasets
Working with Data Verification
View all 11
Importr
11
Import Data from CSV files
Transfer Data Between Salesforce Objects
Accessing Importr
Working with Imported CSV Records
Importr Dataset Configuration
View all 11
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
View all 7
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
View all 8
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
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
FAQs
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?
View all 18
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?
View all 15
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?
View all 6
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?
View all 6
Release Notes
2024
10
October, 2024
September, 2024
August, 2024
July, 2024
June, 2024
View all 10
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