When you start your DataGroomr trial, the platform automatically profiles your Salesforce data, identifies duplicates, and builds intelligent cleaning models so you can see results right away. Here’s a clear walkthrough of what happens from setup to your first deduplication analysis.


1. Starting Your Trial

When you log in for the first time, DataGroomr welcomes you and asks which Salesforce objects you’d like to clean. You can start with Accounts, Contacts, Leads, or add any custom objects for analysis.


2. Adding Custom Objects

If you want to clean additional Salesforce objects, select +Other. A searchable list of all available objects in your org appears, letting you include standard and custom data types.


3. AI Profiling and Setup

Once you’ve selected your objects, DataGroomr’s AI agents immediately start profiling your data. This step:

  • Analyzes metadata and field structures.

  • Creates matching models under Dedupe → Settings.

  • Prepares datasets for both duplicate detection and data quality checks.

You don’t need to configure anything manually — the system automatically establishes intelligent matching and cleaning rules based on your data.


4. First Deduplication Scan

After setup, DataGroomr automatically runs your first deduplication analysis on the selected objects — typically Accounts, Contacts, and Leads. This scan identifies duplicate groups and calculates match confidence scores.


You’ll receive an email once the scan is complete. You can rerun it anytime by selecting Analyze All from the Dedupe view.


5. Reviewing and Merging Duplicates

Once your first scan is finished, navigate to Dedupe to view your results.
Each duplicate group includes:

  • The matched record group

  • A Match Confidence score

  • The number of records in the group

You can review duplicates individually or perform a Mass Merge operation directly from the interface.


6. Cleaning and Refining Data

After handling duplicates, switch to the Cleanse module to review and correct general data quality issues.
Here, you can:

  • Identify incomplete or inconsistent records.

  • Set Transform rules.

  • Maintain data health across all selected Salesforce objects.


7. Managing Matching Models

If you want to adjust how duplicates are identified, go to Dedupe → Settings Matching.
This is where you’ll find your matching models, which define how fields are compared and weighted during deduplication. You can edit or create new models to fine-tune accuracy.


8. Next Steps

Your trial includes access to all these modules:

  • Dedupe – detect and merge duplicates

  • Cleanse – correct and standardize data

  • Transfer – manage data movement

  • Audit – track data changes

  • Automate – scheduled jobs

With these tools, you’ll get a complete picture of your Salesforce data quality and the power to maintain it with minimal effort.