DataGroomr Support

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...

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...

Yes, export duplicate groups to Salesforce Duplicate Record Sets (Exporting records in Trimmr) and build a report with Salesforce reporting (Create Reports on Duplicate Records) Note, to automate export, you may use a Sync to Salesforce job in Schedulr (Jobs: Task Scheduling (Adding and Managing).

When a user decides to merge multiple records (either through a Review Group or using Mass Merge) rules control how the merge is performed.  There are two types of rules available: Master Record Rule - these rules determine how the master (or surviving) record will be selected. Field Value Rule - these rules d...

Matching Models determine how duplicates are detected. Matching models look for similarities within associated fields, and the output is a Match Confidence score that is an estimate of a how closely records match. There are two types of matching models within DataGroomr; Classic matching models which are useful for...

Prioritize Record allows users to rank possible values for the field specified in the "for field [dropdown]" when a merge rule is executed to populate the field specified by the [dropdown] field within the master record. Using the following block, the record with the Status equal to "Declined&quo...