Trimmr

How to get started with Trimmr

Accessing Trimmr
Trimmr can be accessed from the link in the dashboard or from the Navigation menu on the left side of the screen.     You can also jump directly into a specific dataset by selecting it from the Navigation menu.    
Wed, 26 May, 2021 at 2:24 PM
Trimmr Dashboard
The first time you log in, Timmr will automatically load it's dashboard with Saleforce leads, contacts and accounts and then begin analyzing them for duplicates.  Once the analysis is completed, the Trimmr dashboard will display a Dataset for each object (along with the total number of records and duplicates i...
Wed, 26 May, 2021 at 2:31 PM
Trimmr's Deduplication Analysis
The first time you connect to DataGroomr, our algorithms will scan your Salesforce org leads, contacts and accounts for duplicates.    TIP:  The duration of the first scan will depend on how many records and duplicates are found in your environment. You will receive an email alert when the analysis has completed....
Mon, 17 Aug, 2020 at 10:12 AM
Working with Matched (Duplicate) Groups
After navigating to a dataset, you will find that Trimmr has allocated duplicates into Matched Groups. The confidence level, which indicates the certainly that the matched records are duplicates, is shown to the left.   To start reviewing duplicates, open a group by clicking on the expand symbol (>) a...
Fri, 23 Jul, 2021 at 5:45 PM
Exporting duplicate records
Duplicate records identified by DataGroomr may be exported for additional analysis or integration with external systems. There are two export options available: Export as a CSV file Sync to Salesforce as Duplicate Record Sets Both export options are accessible from the dataset extended menu. Clicking on ...
Mon, 21 Jun, 2021 at 11:21 AM
Configuring Trimmr Datasets
Dataset configurations control all aspect of what data is displayed, how duplicates are detected and finally what happens when duplicates are merged.  For existing datasets the configuration is accessible from the Trimmr dashboard and within the review panel.  In addition, the configuration panel is show when creat...
Tue, 25 May, 2021 at 1:38 PM
Creating Custom Datasets in Trimmr
Custom datasets are very similar to the standard ones created for you initially by Trimmr, but occasionally there is a need to create your own datasets. For example, you may only want to deduplicate leads in a specific geographic area or leads from a specific marketing campaign.   Creating New Datasets New da...
Tue, 25 May, 2021 at 1:37 PM
Compare Datasets (Cross-object compare) for Duplicates
DataGroomr allows a user to compare and detect duplicates between different datasets (sometimes known as cross-object compare).   Some common scenarios are to compare Leads to Contacts or Leads to Accounts.  You may also create your own custom "compare datasets". Create "Compare Dataset" Th...
Tue, 20 Apr, 2021 at 11:02 AM
Mass Merging Duplicate Groups
TRIMMR includes the ability to mass merge duplicate groups based on a confidence level (the certainly that the matched records are duplicates).  All duplicate groups are assigned a match confidence score of between 1-100. The higher the score, the higher the probability that the records within the groups are genuin...
Mon, 17 Aug, 2020 at 10:25 AM
Merge Contacts with Multiple Accounts records
Can’t merge accounts. These accounts have the same related contact. Remove the redundant account-contact relationships and then try merging again. If you have "Contacts to Multiple Accounts" feature enabled in Salesforce and tried to merge duplicate contacts or accounts you have probably seen this err...
Wed, 7 Jul, 2021 at 5:53 PM