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 the appropriate tile on the page or, from the navigation menu on the left-hand side of the page. Default Dashboard See an overview of duplicates in objects associated with DataGroomr, Hi...

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...

After navigating to a dataset, you will find that Dedupe has allocated duplicates into Matched Groups. The confidence level, which indicates the certainty that the matched records are duplicates, is shown to the right. In 2025, Mass Merge, Mass Convert, and scheduled jobs now use a dual confidence slider, allowing ...

Dedupe dashboards provide a status overview of your datasets, or collections of underlying Salesforce records.  Dataset Creation Leverage the out of box datasets or create your own dataset from the "+ ADD DATASET" button.  More about creation and configuration of a dataset can be found here: Con...

DataGroomr allows a user to compare and detect duplicates between different datasets (sometimes known as cross-object compare). Some common scenarios are to compare Leads to Contacts or Leads to Accounts. You may also create your own custom "cross-object datasets". Read more: Convert Lead and Mass Con...

Dedupe includes the ability to mass convert leads to contacts or accounts. Converting Leads to Existing Contacts Create a cross-object dataset with Contacts as a Parent dataset and Leads as a child dataset.   Note: A Leads in Contacts dataset is created by default when you first log in. Read more: Crea...