The first time you log in, Trimmr will automatically load it's dashboard with Saleforce leads, contacts and accounts and begin analyzing them for duplicates. Once the analysis is completed, the Trimmr dashboard will display a Dataset for each object (along with the total number of records and duplicates in each).  Datasets will also be shows in the left navigation menu. 



New datasets can be created or existing ones edited.  Please refer to this article: Creating/Cloning/Removing Datasets in Trimmr.


To work with a specific dataset, select it on the dashboard or from the Navigation menu. 


Toggling Between Dataset Views


Customize how datasets are displayed, toggle between Tile or List views,


Tile View


List View