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 Default 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 Add Wi...

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. ...

Organizing Datasets with Folders 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 kee...