DataGroomr Support

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.    

Trimmr dashboards provide a status overview of your datasets, or collections of underlying Salesforce records.  Dataset Creation Leverage the out of box datasets or create your own dataset from the "+ ADD DATASET" button.  More about creation and configuration of a dataset can be found here: Con...

The first time you connect to DataGroomr, our algorithms will scan your Salesforce organization's 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...

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 right.   To start reviewing duplicates, open a group by clicking on the expand symbol (>) and press...

Within Trimmr, users are able to associate additional information about a group using tags.  By tagging matched groups and applying filters across Trimmr, users can feature and isolate a broad segment of groups based on their own data. Tagging Matched groups can be tagged by opening the group in a Revie...

Dataset configuration governs every aspect of how data is displayed, how duplicates are detected, and how merges are handled in Trimmr. Accessing Dataset Configuration Existing Datasets: Configuration can be accessed from the Trimmr dashboard or directly within the dataset. New Datasets: The configuration...

Any new datasets that you create are very similar to the standard ones created for you initially in Trimmr. Customers often need to create new datasets to segment data or compare deduplication analysis for different models.   Creating New Datasets New datasets can be created by pressing the ADD DATASET button...

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 "cross-object datasets". Read more: Convert Lead and Mass Con...

Dedupe module includes the ability to mass merge duplicate groups based on a confidence level (the certainly that the matched records are duplicates).  All duplicate records are assigned a match confidence score of between 1-100. The higher the score, the higher the probability that the records within the groups ar...

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...