DataGroomr Support

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...

Yes, there are few options to make use of related objects. Option 1. Use Field from Related Object For example, if we deduplicate accounts and want to make sure that the master record is an account that has an active owner then we can use the following rule   Option 2. Roll-up Field Create a Roll-U...

In Salesforce, create a Roll-Up or Formula field that exposes the field/value that you are planning to use in training your model. Then select that field in the Model Set-up window.   The training will incorporate this field as part of the matching model.

The scenario shown below will retain nonempty values in the "Account Number", "Company Domain" and "Account Rating" fields from a record having most recent "Sent On" value. The scenario show below will retain any values, including blanks in the "Account Number&q...