September 2026
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Modified on: Sat, 22 Aug, 2026 at 1:10 PM
New Features
| Feature | Description |
|---|
| DataGroomr AI Agent | AI Agent (codename Oscar) now helps you navigate and setup DataGroomr with a smart type-ahead, a searchable chat history panel, and awareness of the page you're currently on. It can help you find answers, diagnose your data issues and set up DataGroomr for you. |
| Import Data Integrity Check | Staged import files now get an at-a-glance Data Integrity panel summarizing every validation problem (picklists, required fields, formats, and more) grouped by severity—blocking, warning, or info—before you push to Salesforce. |
| Dark/Semi-Dark Themes | Added dark and semi-dark theme options for the app, switchable from an icon in the navigation. The preference persists between sessions. |
| Sandbox Transfers | New Setup > Copy Configuration page lets you compare and copy datasets, matching models, rules, and DQ models between your production and sandbox orgs, with Overwrite/Keep Both conflict handling. |
| Transfer Dataset Validity Filters | Added filters for verify fields in Transfer datasets, also surfaced in the relevant mass action dialogs so you can review them in context. |
| New Enrichment Provider Integrations | Added eight new enrichment providers, all connected with your own credentials: LeadMagic, Surfe, PredictLeads, Explorium, Tomba.io, RocketReach, Forager, and FullEnrich—covering people and company search, email/phone discovery and verification, technographics, and firmographic data. |
Improvements
| Improvement | Description |
|---|
| Redesigned Dataset Page Header | Dedupe, Cleanse, and Transfer dataset pages now show a compact header with object/LIVE title tags, consolidated configuration pills (matching models, DQ models, actions), record counts, and last-analyzed time. Each pill links directly to the relevant settings tab instead of requiring you to hunt through the settings dialog. |
| Assign Transform Rules to Datasets & Fields | Transform Rules now have an Assign button on the rules list, matching the existing Field Merge Rules pattern. You can assign a rule to specific fields across multiple datasets in one place instead of configuring each dataset's Cleanse settings individually. |
| Clearer Enrichment Error Messages | Enrichment failures now show clear, categorized, user-friendly messages instead of raw API errors. Enrichment also retries automatically after a transient failure instead of silently giving up. |
| Enrichment Progress Bar | Mass enrichment now shows a progress bar in Cleanse and Transfer datasets, consistent with other mass operations. |
| Simplified Salesforce MCP Setup | The External Client App is now included in the DataGroomr Platform package, so Salesforce MCP communication can be enabled without extra manual setup steps. |
| Refreshed Import Confirmation Screen | Updated the confirmation screen shown during import for a clearer experience. |
Fixes
- DG-6366: Fixed background jobs and real-time triggers continuing to run under a deactivated DataGroomr user's credentials; the trigger or schedule is now auto-disabled and org admins are notified so it can be reassigned.
- DG-6402, DG-6409: Fixed a custom-object merge issue where related records beyond the Salesforce subquery limit were silently dropped while the merge was still reported as successful; undo now restores the full related-record set and chunks large restores.
- DG-5711, DG-6327, DG-6329: Fixed multiple NPSP merge and rollback issues where related records (including Notes) were not fully restored or merged.
- DG-6368: Fixed a verification bug where a single provider error aborted the entire run and was reported as a warning instead of a failure; verification now continues past individual record errors.
- DG-6436: Fixed a Transfer issue where Mass Update with a verify-field filter moved all duplicates to the processed section instead of only the filtered ones.
- DG-6438: Fixed a Transfer/Cleanse Mass Verify issue where the filter matched against the previous verification status instead of the current one after a value changed.
- DG-6332, DG-6364: Fixed Dedupe widget errors, including a crash on cross-object datasets and an Apex CPU time limit issue after converting leads.
- DG-6341: Fixed enrichment plan generation incorrectly consuming credits.
- DG-6336: Improved performance of the Credits page and credit balance updates, which had been slow on accounts with a large transaction history.
- DG-6334: Reduced wait times when re-analyzing or importing to large cross-match datasets.
- DG-6363: Fixed Salesforce reauth reminder emails continuing to be sent to inactive users.
- DG-6441: Fixed a "Job owner has been deactivated" login error occurring after removing an org.
- DG-6467, DG-6468: Fixed Enrichment Actions page issues preventing deletion of unused prompts and showing the wrong selected count after a refresh.
- DG-6478, DG-6481: Fixed Verify subscription issues showing an incorrect (Unlimited) user limit and causing an unexpected logout when opening Scheduled Jobs.
- DG-6440, DG-6442: Fixed the Override Standard Convert flow never being invoked on lead convert, and the Override dropdown not being restricted on Standard and Pro subscriptions.
- DG-6396: Fixed an auto-disabled Live-Dedupe dataset still triggering live dedupe for new or modified Salesforce records.
- DG-6449: Fixed a Live-Dedupe limitation incorrectly displayed to a second user for the last available dataset.
- DG-6401: Fixed Automate Triggers displaying the dataset's creator instead of the actual triggering user.
- DG-6451: Fixed Transfer dataset sections not appearing after quickly switching between datasets in the side menu.
- DG-6474: Fixed a missing confirmation popup when transforming an individual record in Transfer.
- DG-6475: Fixed a Transfer dataset not being re-analyzed after configuring a field for transform.
- DG-6345: Fixed unmapped CSV fields no longer being included in Transfer export files.
- DG-6365: Fixed Transfer totals not updating after a mass delete.
- DG-6344: Fixed the Transfer review dialog going blank and the table showing stale values after updating a New record.
- DG-6483: Fixed an incorrect Verify action count shown in the Transfer Actions dropdown.
- DG-6333: Fixed an enrichment action default field mapping issue and a mapping status that incorrectly stayed on "Needs Match" after mapping.
- DG-6343: Fixed the export dialog's scroll hiding export options at the bottom.
- DG-6346: Fixed the Transform rule designer failing to generate a rule from a prompt.
- DG-6349: Fixed a table header display issue in the Mass Transform preview.
- DG-6433: Fixed a valid website being incorrectly marked as invalid during verification.
- DG-6472: Fixed the dataset grid breaking after attaching an agent-generated Data Quality model in Cleanse.
- DG-6434: Fixed irrelevant AI field suggestions for matching models, including redundant field pairs and key fields being skipped.
- DG-6476: Fixed the Opportunity AI Matching Model not appearing on the Matching Models page.
- DG-6398: Fixed Insights source attribution taking too long to load by rendering it in pages.
- DG-6432: Fixed the ZoomInfo "API Requests Remaining" statistic showing a negative number.
- DG-6391: Fixed the Dictionaries page Refresh button not reflecting recent changes.
- DG-6392: Fixed a connection UI issue when connecting an Intelligence Provider to Lusha.
- DG-6323: Fixed unclear UI when selecting an object field to define compatibility in the Data Quality rule designer.
- DG-6302: Fixed a dropdown list overlapping other elements in the Rule Preview's Search Salesforce field.
- DG-6326: Fixed role permissions not restricting direct endpoint access.
- DG-6251: Fixed an overlapping display issue on the analysis progress indicator.
- DG-6381: Fixed analysis intermittently failing with a generic "something went wrong" error.
- DG-6473: Fixed the "Existing" section's record count displaying as plain text instead of using the standard count-pill style.
- DG-6371: Fixed a cosmetic issue where the Log Browser chevron displayed the record on the next line.
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