DataGroomr Support

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?
• Can DataGroomr help me deduplicate Marketo?
• Can DataGroomr help me deduplicate Pardot?
• Keeping Salesforce Clean for Every Data Load/Migration

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
• Does DataGroomr work with encrypted fields?
• Preparing for Salesforce Connected App Usage Restrictions
• Error When Installing DataGroomr from the AppExchange
• What Salesforce permissions are required to merge records?

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?
• Can I transform last names to proper case?
• Can I update contact owner from contact's account owner?

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?
• Can DataGroomr use fields in related objects for training Matching Models?
• How Do I Match Across Different Fields in a Matching Model?

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)?
• Can related records influence which record becomes the master during merge?
• How can I retain values from a specific duplicate record?
• Can I prioritize most complete address in the master record?
• How to keep the True value when merging fields?
• Manually Merge Unmatched Records

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