Setup

These articles provide guidance on configuring integrations, APIs, and security features, managing objects and storage, and customizing matching, merging, and event handling within DataGroomr.

Manage Objects
Accessing In order to select which objects DataGroomr works with press Objects link located under the Setup section in the Navigation Menu. Adding an Object DataGroomr can detect duplicates in any Salesforce object. By default, Leads, Contacts and Accounts are loaded into the DataGroomr analysis en...
Fri, 12 Sep, 2025 at 11:41 AM
Dictionaries
Dictionaries are used to make your matching models and transformation rules smarter, efficient and more accurate. They are referenced within Classic and Machine Learning models to group or ignore similar names, keywords or abbreviations together.  Examples can include (CEO and Chief Executive Officer), people n...
Fri, 12 Sep, 2025 at 11:54 AM