Anytime new records are added to Salesforce—whether from a CSV upload, an initial migration, or an internal process—there’s a risk of introducing duplicates or inaccurate information. DataGroomr ensures that every data load enhances, rather than pollutes, your CRM.
Pre-Load Deduplication & Cleansing
DataGroomr’s Transfer module reviews incoming data before it’s added to Salesforce. Using AI-based or Classical models, it:
- Identifies potential duplicates within the incoming file and compares them to existing Salesforce records.
- Prevents duplicate creation by updating matching records instead of inserting new ones.
- Standardizes and cleanses fields for consistent formatting and structure.
- Validates critical details like email addresses, phone numbers, and mailing addresses before they enter the system.
Object-to-Object Data Movement
DataGroomr also streamlines moving data between Salesforce objects—ensuring no duplicates are created in the target object and updating existing records when matches are found.
By making data quality checks part of every load, DataGroomr keeps your Salesforce environment clean, accurate, and ready to support high-value CRM operations.
For more details: How is DataGroomr’s Transfer module used during an initial data migration?