DataGroomr Support

Accessing The Rules engine can be accessed directly by pressing the Rules link located under the Supervisr tab in the Navigation Menu.  Creating Merge Rule DataGroomr allows users to create, edit and remove custom rules that control the behavior of merges.  These include the selection of the mas...

A Master Record rule tells DataGroomr which record to keep when multiple records are identified as duplicates. Master Record rules work based on the creation of ranking criteria that sort duplicate records. The standard out-of-box rule is to keep the oldest record when duplicates are identified.  Master Record ...

Field Merge Rules are intended to combine data with existing data in the master (or surviving) record with values found in duplicate rules when a merge is performed. Note that this differs from the Master Record Selection rules which determines which record will be retained. The rules are built with the assistance ...

The Rule Preview section displays the live result output of the rule created in the Rule Designer. Users can use randomized field data or pull in data from their live Salesforce production instance.  Note: A flag next to the Rule Preview label will automatically display the validity of the current rule.  ...

The Distribute Values Rule allow users to distribute values from merged records into multiple (empty) fields in the master record. In order to use the rule, drag-and-drop it from the Advanced > Fields section into the Rule designer.     Attach the field name connector from  Advanced > Fields sect...

Merge Rules can be copied from either your Salesforce production org to your sandbox or vice versa. Select the rule that needs to be copied and press the Copy to Prod or Copy to Sandbox.

The Rule Designer is a powerful declarative utility used to create custom logic within DataGroomr using clicks, not code. The Rule Designer is accompanied by the Supervisr Rules: Rule Preview Section and the Supervisr Rules: Detail Editor to showcase the function of the rule being build on a live basis.  The ...