Dedupe (Trimmr)
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 |...
Tue, 25 Apr, 2023 at 2:23 PM
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...
Mon, 21 Jul, 2025 at 3:58 PM
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...
Thu, 12 Oct, 2023 at 12:37 PM
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).
Wed, 7 May, 2025 at 8:43 AM