The Subscription dashboard can be accessed using the dropdown arrow in the Org section (top status bar).


The subscription dashboard includes information about your current subscription, including the number of records used/available and the number of users used vs available.

In the upper right hand corner of the dashboard, you will find several buttons.

Modify Subscription allows you to change your subscription to a higher level that enables additional features


Billing & Payments will transfer you to our secure payment portal where you can change or add a different payment method and download copies of your invoices.


Add - Ons




Undo Merge

This paid feature enables records to be restored from the Salesforce recycle bin if duplicate records are accidentally deleted. 


Cloud Storage

This feature enables CSV files to be pulled in from locations hosted in cloud storage, when configured inside of Supervisr Jobs, a pipeline can be configured to autonomously pull data from external cloud sources in on a periodic basis


Rollback Merge

This feature allows DataGroomr to restore any deleted records that have been stored in an encrypted file within Salesforce.


Preferences



AI Assistant

Enables a generative AI model to help you make better decisions on whether records should be categorized as a duplicate within Trimmr and Importr review groups.


Extended Phone Number Verification

When turned on enables phone line type detection. Note, turning it on will increase number of credits charged per phone verification.


Valid Email Suggestion

If this switch is on, upon detecting invalid email address, DataGroomr will use machine learning to identify and validate alternate email address utilizing spelling autocorrection and Salesforce record context if available.  Note, turning it on will increase number of credits charged per email verification. 


Anonymous Data Use for Machine Learning

Enables DataGroomr to improve its machine learning matching algorithms to improve predictions in the future. Raw data is never stored nor is it ever shared with other users or third parties