Video Tutorials
Salesforce Deduplication Minus the Frustration DataGroomr is a comprehensive deduplication tool for cleaning your Salesforce data that is powered by machine learning. This tutorial gives you a quick overview of DataGroomr UI and functionality, introducing you to the new virtual data scientist that is going to h...
Mon, 31 Jan, 2022 at 9:41 AM
In this video, our Solution Expert, Sarah demonstrates how to use Dashboard Widgets.
Wed, 2 Dec, 2020 at 6:10 PM
The first video provides an overview of the Trimmr module, including how it identifies and groups duplicates. It also demonstrates the available merging options. The second video provides an explanation of datasets and how they are used in Trimmr. We also demonstrate how to configure and manage datasets....
Tue, 27 Feb, 2024 at 10:21 AM
Create and Analyze In this video, our Solution Expert, Sarah demonstrates how to create a Brushr dataset and analyze this data for quality issues. Email, Phone and Address Verification In this video, our Solution Expert, Sarah demonstrates how to verify phone numbers, email and mailing addresses in...
Wed, 15 Sep, 2021 at 10:34 AM
Importr has two key features. First, any imports will be analyzed for duplicates against existing Salesforce data. Secondly, users can import non-duplicate data and even use duplicates to enrich existing Salesforce information. This video is part of a two-part series covering the basics of configuring and runni...
Tue, 27 Feb, 2024 at 10:28 AM
This video is Part 1 of a 2-part series covering the Scheduler module focusing on the Jobs engine, which can run a variety of activities based on a configured schedule. Learn more: Task Scheduling (Adding/Manage Jobs) Learn more: Schedulr Part II (Triggers) Video
Tue, 1 Nov, 2022 at 11:05 AM
This video covers Triggers, which automatically initiate verifications or transformations based on updates to existing Salesforce records or creation of new records. Learn more: Triggers: Real-Time Transformation and Verification Learn more: Schedulr Part I (Jobs) Video
Tue, 1 Nov, 2022 at 11:06 AM
Merge Rules In this two part video series we will review the topic of Merge Rules, which help you automate the process of merging records. You can find Merge rules under the Supervisor module. Master Record Rules In this video we will focus on the Master Record rule which select the surviving record whe...
Wed, 14 Jun, 2023 at 7:44 AM
Create, Train and Apply In this video, our Solution Expert, Sarah demonstrates how to create, train and apply Matching Models to detect duplicates in Salesforce. Clone, Re-train and Default Models In this video, our Solution Expert, Sarah demonstrates how to use Supervisr to clone, re-train model...
Tue, 25 Oct, 2022 at 1:08 PM
In this video, our Solution Expert, Sarah demonstrates how to design Transform Rules and apply them in Brushr and Importr to help standardize/normalize data through bulk updates. Also, reviews the option to bulk delete bad quality data.
Mon, 4 Oct, 2021 at 12:55 PM