New Features


KeyWhat it means to you
DG-5752
Dataset Enrich Settings. A new Enrich tab on the Cleanse dataset configuration lets you assign enrichment prompts from the Prompts Library to a specific dataset, control execution order via drag-and-drop, and enable or disable individual prompts per dataset without affecting other datasets that use the same prompt.
DG-5519Match Confidence Transparency. See exactly why two records were matched. A new chart icon next to each match score opens a popover showing the top contributing fields, with a "See Full Calculation" side panel that breaks down field-by-field weights, match strength, and impact for both Classic and ML models — including preprocessing applied (synonyms, ignored words, etc.).
DG-5787Quick Start Templates for Enrichment. A built-in library of ready-to-use enrichment prompt templates covering Account enrichment (Company Description, Industry Refinement, Employee Size Band, ICP Fit Score, Tech Stack Detection, Parent Company), Contact & Lead enrichment (Seniority, Department, Buyer Persona, Decision-Maker Flag, Sales Region, Market Segment), Sales Intelligence (Personalized Outreach Angle, Inferred Pain Point, Competitive Landscape, Lead Source Channel), and Opportunity enrichment (Deal Risk Assessment, Next Step Suggestion).
DG-5816Folders in Dataset Views. Organize datasets into folders directly from the main content area in both card view and list view. Folders are always visible and collapsible, with inline rename, delete, and create — no edit-mode toggle required. Folder structure is preserved when switching between card and list views.
DG-5833Apollo Enrichment Integration. Connect your own Apollo account via OAuth to enrich Accounts, Contacts, and Leads. Credit usage and API rate limits are managed under your individual Apollo account.
DG-5972Real-Time Enrichment Triggers. Automatically enrich records as they are created or updated in Salesforce, similar to real-time verification. Available on the Pro subscription with the Enrichment beta feature enabled.
DG-5957Dedupe Trigger Action. A new Dedupe action is available on the Triggers page. Select datasets of a given object type and classic models, with the same configuration options found on the dataset Live Dedupe tab.
DG-5979Split Export and Sync to Salesforce Actions. In Dedupe and Cleanse, Export now produces a CSV file, and a new Sync to Salesforce action handles direct Salesforce sync of verifications and DQ results.
DG-5813Prebuilt Dedupe Models for Cases and Emails. When you add the Email Message or Case object, best-practice matching models are now created automatically, and the custom merger has been updated to handle merging both object types.
DG-5933Bypass Headers Sent to Custom Merge Handlers. When a dataset is configured with bypass settings (Assignment Rules, Duplicate Rules), those settings are now included in the request headers sent to custom merge endpoints and flows, so your handlers can apply the appropriate rule behavior consistently.


Improvements


KeyEnhancement
DG-5720Streamlined Matching Models Listing. All Matching Models are now displayed in a single unified list. The Create Model button opens a step-by-step wizard (Set up → Fields → Save → Train if ML). Clicking the Matching Models button from an object's page expands directly to the corresponding section.
DG-5804Modern UI Theme. The DataGroomr UI has been refreshed to align with the new Enrich styling, while keeping the signature teal color and a clean, enterprise-grade look.
DG-5606Live Dedupe Handles Large Volume Updates. DataSync has been updated to process large volumes of updates without delays, including bulkification of DataGroomr events processing.
DG-5939Live Dedupe Model Discrepancy Notification. When you click Analyze on a dataset whose matching model has been modified since the last index build, a clear popup now prompts you to run a Full Analysis so results stay accurate.
DG-5706Auto-Rebuild Index on Model Update. When a matching model is updated, the Live Dedupe index is now rebuilt automatically. If a real-time event hits a stale index, a user-friendly error is surfaced recommending a full analysis.
DG-5941Toggle Basic Preprocessing in Matching Models. A new switch lets you turn off the auto-cleaning of special characters when matching on string fields, so you can preserve data integrity for fields where punctuation or symbols are meaningful.
DG-5937Unified Phone Verification. The Basic / Extended phone verification toggle has been removed — every phone verification now returns full carrier, line type, and porting details. Each verification consumes 2 credits, and credit estimation dialogs reflect the updated cost.
DG-5980Card-Style Job Action Picker. When creating a job, actions are now selected from a list of cards (similar to Triggers), and the job name is auto-generated and confirmed on the final step.
DG-5958Consistent Review Dialog Layout. The Transfer review dialog now uses the same layout as the Dedupe review dialog for a more consistent experience.
DG-6027Cleaner Sync to Salesforce Flow. The redundant confirmation popup has been removed from the Sync to Salesforce dialog in Dedupe.
DG-5970Accurate Master Metadata in Live Dedupe. When a new child record is added to an existing master via CDC, the master's scores are now recalculated from all children — not just the latest pair — for correct cluster statistics.
DG-5911Better Similar Matching on Short Strings. The fuzzy Similar condition no longer misses matches on short values (e.g., Michael vs Michaeld) in very large datasets. Short values now use a broader blocking key while long values keep the narrow key for performance.


Fixes


  • DG-5462 – NPSP Contact Merge: When merging two NPSP contacts each in their own single-member household, the Undo / Restore operation now correctly recovers the household account that NPSP auto-deletes during the merge.
  • DG-5971 / DG-5973 – Rollback and Restore no longer fail with MALFORMED_QUERY errors when restoring relationships with no matching child records — empty Id IN () clauses are now handled correctly.
  • DG-5532 – The initial backup in a sandbox is now created in the correct location on first run.
  • DG-5698 – Searching by record ID in a Lead-to-Contact crossmatch dataset created directly from objects no longer returns "Something went wrong" for records that are duplicates.
  • DG-5702 – Similar matching duplicates in Transfer are now correctly identified instead of landing in the unmatched group.
  • DG-5834 – Export to CSV no longer fails when exporting many records with populated metadata (e.g., large Email Messages datasets).
  • DG-5855 – Selected dataset filters are now carried over when the Mass Merge dialog (and other mass action dialogs) is opened, instead of being reset to blank.
  • DG-5858 – Cross-object datasets with SOQL filters using semi-join sub-selects in nested WHERE expressions now analyze correctly.
  • DG-5860 – When a model is promoted from sandbox to production, the Contact.Account.ParentId field is now preserved.
  • DG-5862 – Jobs created and run from the legacy UI now execute and complete correctly.
  • DG-5874 – Resolved security issues related to special characters in cloud connection names, job/trigger names, and Cleanse address fields.
  • DG-5876 – The PRO logo is now displayed correctly on the Restore button (Recycle Bin) and Transform button for Standard subscription users.
  • DG-5884 – Dedupe analysis on Lead datasets with a SOQL filter no longer fails when the org has "Exclude Converted Leads" enabled.
  • DG-5886 – "Clone as classic" on a Match by ID model now completes successfully and the cloned model appears in the All Objects section.
  • DG-5889 – The Override Merge Salesforce Flow no longer fails with "Cannot read properties of undefined (reading 'forEach')".
  • DG-5896 – After refreshing fields in dataset configurations, new fields are now available immediately for Dedupe, Transfer, and Cleanse without a browser reload.
  • DG-5900 – On the Matching Models page, the Set Default and Assign buttons are now correctly enabled for the selected model.
  • DG-5906 – "Train model by AI" now starts AI training instead of opening the manual training dialog.
  • DG-5914 – Folder names can now be edited from the rename dialog in list view.
  • DG-5915 / DG-5918 – The Manage button dropdown now opens in the correct position in list view, including when a horizontal scrollbar is shown.
  • DG-5919 – The duplicate analysis popup is now aligned per design and no longer appears narrowed.
  • DG-5920 / DG-5921 / DG-5922 – Empty folders are now correctly displayed in list view (Cleanse, Dedupe) and both card and list views (Transfer) when there are no datasets in the module.
  • DG-5923 – When creating a folder from the Main Content area, the folder name input is now auto-focused for immediate editing.
  • DG-5924 / DG-5940 – The Data Quality Model editor now shows all available objects in the Add Field dropdown, not just Account.
  • DG-5929 – Adjusted spacing between the Info icon and Setup so they're no longer crowded.
  • DG-5934 / DG-5935 – Standard models can now be set as default on the Matching Models page without errors.
  • DG-5936 – The Edit Model Settings group control is sized appropriately.
  • DG-5938 – Eliminated remaining "unexpected error" cases after incremental analysis when a model is changed but the dataset configuration is not re-saved, or when the model is edited from the Matching settings page.
  • DG-5942 – Give Feedback buttons are now visible.
  • DG-5943 – Tooltip sizing is no longer oversized.
  • DG-5945 – Lookup fields and their reference fields can now be selected in the Add Model dialog after toggling Select All.
  • DG-5948 – Tags in the merge review dialog are now vertically aligned with the button.
  • DG-5950 – When the review panel is opened, search and paging controls no longer get pushed left and remain hidden behind the panel as designed.
  • DG-5952 / DG-6011 – Spinner alignment fixed on dataset cards (including Cleanse) when adding a new import dataset or reanalyzing.
  • DG-5953 – The dataset Fields tab table has been updated to align with the modern theme (filter box, headers, and grip drag icon).
  • DG-5954 – Dataset Match tab dropdowns updated to align with the new theme. Version labels are only shown when greater than 1, and all models display Classic / AI-ML tags for clarity.
  • DG-5955 – The Ungrouped section is no longer shown when there are no folders.
  • DG-5956 – PRO logo now appears on Transform within the Triggers window for Standard subscription users.
  • DG-5959 – Tooltip display issue fixed in Transfer CSV dataset configuration.
  • DG-5961 – The full Classic matching model weight button is now clickable, not only the digit/% text.
  • DG-5968 – Apollo connection statistics now display correctly under Setup → Intelligence Providers after connecting.
  • DG-5981 – The enrichment editor no longer shows "Unknown field in token" after selecting templates such as Personalized Outreach Line, Win Theme, Inferred Pain Point, Expansion Signal, and Deal Complexity Rating.
  • DG-5982 – Source object on enrichment templates is now consistent regardless of where the template was selected from.
  • DG-5984 – Action name is now regenerated by AI when switching between Quick Start Templates.
  • DG-5987 / DG-5998 – Data Quality models are now pre-selected on Cleanse datasets in the new UI (matching legacy behavior), and selected DQ models are retained after saving the dataset configuration.
  • DG-5990 – Audit log now shows the record ID and details for failed events.
  • DG-5994 / DG-5995 / DG-6004 – Improved empty-state UI across Dedupe, Cleanse, and Transfer in both card and list views: arrows are no longer hidden by empty folders, and "Import your file here to get started" is shown correctly when folders exist but datasets do not.
  • DG-6000 – Resolved "Processing failed" error when running Mass AI Recommendation actions.
  • DG-6006 – Cleanse dataset page no longer reloads after the first verification.
  • DG-6008 – When the object is changed in dataset configuration (e.g., from Contact to Lead), the Models dropdown on the Match tab now refreshes to show models for the newly selected object.
  • DG-6009 – The "Live dedupe can be enabled only for a primary classic model" warning no longer appears when a classic model is already selected.
  • DG-6010 – Renaming only the model name (not its fields) on a dataset with Live Dedupe no longer triggers a mandatory full analysis.
  • DG-6013 – Subscription plans now load correctly when clicking the PRO icon while adding a Trigger.
  • DG-6015 – Eliminated the browser console error after performing Undo from the Log Browser.
  • DG-6016 – Search by ID now works correctly across all pages of the Audit Undo dialog.
  • DG-6017 – Dedupe dataset page no longer reloads immediately after clicking the Analyze button.
  • DG-6018 – Cleanse dataset page no longer loads twice when switching between datasets in the side menu.
  • DG-6020 – Table padding fixed in Mass Verify.
  • DG-6021 – Trial subscription is now shown correctly in the header instead of "Enterprise".
  • DG-6024 – Mass Verify checkbox alignment improved.
  • DG-6030 – Added search to the dropdown field list in the Enrichment Action editor.
  • DG-6036 – Enrichment triggers no longer apply prompts that have been disabled in the Prompts Library.
  • DG-6037 – Source object can now be changed after initial selection in the Enrichment Action editor.
  • DG-6039 – Enrichment Prompts: tooltips added for long names and descriptions; rename field widened; clearer error when a disconnected provider's prompt is renamed.
  • DG-6042 – Subscription dialog is now consistent ("Modify Subscription") for both Dedupe and Enrich actions when adding a Trigger.
  • DG-6043 – Mass Enrich events are now correctly labeled as "Mass Enrich" in the Log Browser, not just "Enrich".
  • DG-6044 – Added a Stop button so Mass Enrich operations can be cancelled in progress.
  • DG-6045 – AI Models cloned from a Classic model are now created with the correct training mode (AI training vs. manual training) based on user selection.
  • DG-6046 – The "Add more" button now appears on the Live Dedupe tab when the live dedupe limit has been reached, so additional capacity can be purchased.
  • DG-6049 – Removed the unnecessary dark border at the bottom of tables.
  • DG-3457 – Trimmr: Verification tags now update correctly for records reviewed from the All Records section.