DataGroomr Support

A merged record retains the Created By user and Created Date from the oldest record merged, regardless of which record is the master. The record shows the merge date as the Last Modified By date. More information about merging duplicate Salesforce records can be found here Merging Leads Merging Contacts Mer...

Sometimes when merging or updating records we need to update records which Owners are inactive. Follow the steps below to enable update for records with inactive owners. Enable “Set Audit Fields upon Record Creation” and “Update Records with Inactive Owners” User Permissions in Salesforce. 1. Go to Setup |...

NPSP stands for Nonprofit Success Pack, which is a set of managed packages developed by Salesforce.org to help nonprofits and educational institutions better manage their operations and relationships with their constituents. It is built on top of the Salesforce platform and provides a range of tools and functionali...

System Administrator permissions would give a user full access to all the records that may require merging, but it is not necessarily required to be able to merge some duplicates. The access to records you have in Salesforce will be the same access you have in DataGroomr. Note: With the Enterprise Plan you have...

Match Confidence is a value with a range of 1 to 100, that indicates how likely are the records within a matched group to be duplicates.  The higher the value, the more likely that the duplicates are accurate. You can also use this setting in several places to limit how many duplicate groups are viewable at any on...