DataGroomr Support

Dedupe (Trimmr) 13

• Accessing Trimmr
• Trimmr Dashboard
• Trimmr Deduplication: First Analysis
• Working with Matched (Duplicate) Groups
• Tag Groups
• Configuring Trimmr Datasets
• Creating/Cloning/Removing Datasets in Trimmr
• Compare Datasets for Duplicates - Cross Object Datasets
• Mass Merging Duplicate Groups
• Merge Contacts with Multiple Accounts records

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Cleanse (Brushr) 11

• Accessing Brushr
• Brushr Dashboard
• Create/Edit/Remove Brushr Datasets
• Configuring Brushr Datasets
• Working with Data Verification
• Mass Verify Option
• Mass Transform (Mass Update)
• Mass Delete
• Smart email address suggestions (Email correction)
• Exporting Brushr Data

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Transfer (Importr) 13

• Import Data from CSV files
• Transfer Data Between Salesforce Objects
• Accessing Importr
• Working with Imported CSV Records
• Importr Dataset Configuration
• Exporting records in Importr
• Removing a Dataset
• Mass Verify Email, Phone and Address in CSV
• Transform Records in CSV
• Mass Update Matched Salesforce Records

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Automate (Schedulr) 3

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

Setup (Supervisr): Merge Rules 8

• Manage Merge Rules
• Merge Rules: Master Record Selection
• Supervisr: Field Merge Rule
• Rule Preview
• Merge Rules: Distribute Values Rule
• Merge Rule: Copying Prod to Sandbox or Sandbox to Prod
• Supervisr Rule Designer
• AI Assistant in Rule Designer

Setup (Supervisr): Objects / Matching 5

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

Setup (Supervisr): Transform Rules 2

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

Setup (Supervisr): Integration 8

• API Integration
• Webhooks
• Handlers
• Ingestion API and secret keys
• Cloud Storage
• Test Endpoint
• Check Event Signature
• Overriding standard Merge method using Apex

Setup (Supervisr): Data Quality 2

• Manage Data Quality Models
• Data Quality Model Editor

Audit (Auditr) 6

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

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
• Permission Sets for DataGroomr Verify

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