DataGroomr leverages AI algorithms to automatically find duplicate records in Salesforce and load them into matched groups. Users can then compare records side-by-side, select master records, copy or edit field values and then merge to eliminate duplicates. Alternatively, merging can be done en-masse.
A similar de-duplication and enrichment functionality is provided for imported CSV lists.
DataGroomr is comprised of six modules:
TRIMMR:
Identify duplicates in Salesforce records. Compare side-by-side, copy/edit and then merge to eliminate duplicates. Convert Leads to Contacts and Accounts.
BRUSHR:
Evaluate the quality of Salesforce records for completeness, consistency and timelines or based on a custom score. Verify emails, phone numbers, mailing addresses and websites. Standardize formatting, mass transform, update or deleted records in bulk.
IMPORTR:
Match and transfer data between external sources and Salesforce. Prevent duplicates from being created in Salesforce as a result of importing from CSV or when transferring between Salesforce objects. Review and update your existing records when new or more up to date information is found in the CSV.
AUDITR:
View a comprehensive list of actions performed by DataGroomr. Review detailed information about analysis, merges, imports and much more.
SCHEDULR:
Automate tasks in DataGroomr. Set up recurring duplicate analysis activities and schedule mass merge/convert and other tasks. Set up real-time verification and transformation when records are created or modified.
SUPERVISR:
Create and manage your organization merge rules and matching models that are customized for your needs. Manage objects which are accessed through the DataGroomr platform.
Create and manage organization wide rules to identify and merge records. Create and manage duplicate detection algorithms that are customized for your needs.