DataGroomr Support

Data sources for CSV file import can originate from a local device, Salesforce, SFTP or from an AWS S3 storage. The import process is initiated by first clicking on the Data Source dropdown, select the Target Object that you wish the CSV data to be imported into and a Title for the Dataset. Then push the "Sele...

In addition to importing records and choosing whether to Create, Update, Verify or Transform records, Importer can be used to delete records in Salesforce from an import file.  First, create a new Importr dataset. Generally this can be a CSV file containing a list of records that you wish to remove from Salesfo...

Importr dashboards provide a status overview of your datasets, or sets of data uploaded or to-be uploaded into Salesforce. Dataset Navigation Create your own dataset from the "+ ADD DATA SOURCE" button. More about working with Importr Datasets Within each dataset, you will see an overview o...