DataGroomr Support

TABLE OF CONTENTS 1. Login DEDUPE 2. Add Objects 3. Matching Models 4. Master Record/Merge Rules CLEANSE 5. Transform Rules 6. Data Quality Modeling VERIFY 7. Verifications IMPORT 8. Import by CSV, Object, Salesforce, SFTP or AWS Cloud AUTOMATE 9. Scheduled Jobs 10. How do I create a Dataset? ...

Upon logging into DataGroomr, you will land on the app homepage. From here, you can navigate to any module by selecting it from the collapsible navigation menu on the left-hand side of the page. Default Dashboard See an overview of duplicates in objects associated with DataGroomr, History of duplicates an...

This article covers the setup, usage and configuration of the DataGroomr Data Quality Dashboard. The default dashboard allows users to place dashboard components onto the screen enabling the easy monitoring of Salesforce data being managed by DataGroomr. Add and Referesh Widgets Add Widget Clicking on the A...

In short, a Dataset is the workspace for any records you bring into the system — whether from Salesforce or a CSV file. They’re flexible, configurable, secure, and can power automated processes across all modules. A Dataset is a collection of records that you want to analyze and work with across the platform. ...

By default, all datasets are automatically organized into folders based on their object type. For example, if you have multiple Account datasets, they will automatically be grouped under the Accounts folder. In addition, organizing your datasets into folders can help you keep related data together, streamlin...

Inside of a Dedupe datasets, Matched Groups will identify the discovered duplicate records. Each Matched Group will have a corresponding confidence level indicating the likelihood that the matched records are duplicates; along with the quantity of records inside the group. GOOD TO KNOW: The number of records in g...

Dedupe dashboards provide an overview of your datasets.  Initially, DataGroomr will create and configure datasets for each of the objects you added via the welcome wizard.  You can create new datasets by pressing the Create Dataset button. More about creation and configuration of a dataset can be found here: Co...

The first time you connect to DataGroomr, our algorithms will scan the objects you selected for duplicates.    GOOD TO KNOW: The duration of the first scan will depend on how many records and duplicates are found in your environment. You can check the screen or an email alert will be sent to you when the analysi...