DataGroomr Support

A Dataset is a collection of data extracted from Salesforce.  For example...when you log in for the first time, Timmr will automatically load your 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...

The duration for a dataset analysis depends largely on how many records and duplicates are included in that dataset.   DataGroomr has a global limit of 3 hours for analysis, if you're getting "Time limit exceeded" error, there are few things you can try to speed it up. Break up large dataset i...

DataGroomr allows users to create matching rules powered by machine learning that determine how duplicates are identified.  Unlike out-of-the-box rules that are based on Datagroomr's experience with many customers, these are limited to the fields that are determined by you and trained exclusively on your data. ...

Yes, the Merge Rules section in the Supevisr module allows users to specify how the master record is selected (Master Record rules) and also which data is retained (Field Value rules). 

The new (Sep '21) UNDO merge functionality allows users to restore merged records and reparent related records.  DataGroomr policy has always been not to store customer data.  This functionality complies with this policy and no data is stored in DataGroomr to provide this feature.

DataGroomr allows you to pick the fields you would like to be visible when reviewing duplicate groups.    To edit the display fields, select the settings icon on the right and then press the Edit option.     Click the tab called Fields Then select the fields that you would like to display by using the check...

Yes, the quickest way to set a master record based on the value is to use "Prioritize record" function in the Master Record Selection rule. DataGroomr allows to prioritize based on any field and you can stack the blocks.

Yes  DataGroomr will automatically create two datasets Person Accounts and Business Accounts. In Salesforce Person Accounts are found simultaneously in both Account and Contact objects.  Analyzing and merging these dupes in Accounts (Person Account) will also resolve the duplicates found in Contacts. No...

Yes, in DataGroomr this is called Cross-Object compare and you can learn more about it here.   One of the common use cases is to compare Leads to Contacts to identify duplicates.

DataGroomr fully supports deduplication of any object in Salesforce, including any custom object.  Unlike the standard objects (Leads, Contacts and Accounts) there is no pre-trained matching models for custom objects.  However, it is pretty easy to create these models for yourself and then add a dataset that will d...