DataGroomr Support

Dataset configuration governs every aspect of how data is displayed, how duplicates are detected, and how merges are handled in Dedupe. Accessing Dataset Configuration Existing Datasets: Configuration can be accessed from the Dedupe Dashboard or directly within the dataset. New Datasets: The configuration panel ...

Mass Merge The Dedupe module includes the ability to mass merge duplicate groups based on match confidence level (the certainly that the matched records are duplicates).  All duplicate records are assigned a match confidence score of between 1-100. The higher the score, the higher the probability that the recor...

With AI Recommendations, you can make smarter, faster decisions on record cleanup - while ensuring accuracy and control. The Get AI Recommendations dialog helps you make a decision on cleaning up duplicate or related records. DataGroomr’s AI examines your matching groups in depth and recommends the best actions...

Any new datasets that you create are very similar to the standard ones created for you initially in Dedupe . Customers often need to create new datasets to segment data or compare deduplication analysis for different models.   Creating New Datasets New datasets can be created by pressing the ADD DATASET butto...

Overview Tags in Dedupe are a powerful way to organize, classify, and automate your data workflows. By tagging matched groups, users can categorize data for easy review, reporting, and action — while enabling business processes that connect admins, end users, and automation. Tags can be used to: Organize...

Choose whether or not to bypass Salesforce Assignment and Duplicate Rules during a merge or update operation. This bypass also applies in Audit (during rollback) and in Cleanse (during verification status export). In certain situations, the execution of these Salesforce rules could trigger unintentional actions an...

Duplicate records identified by DataGroomr may be exported for additional analysis or integration with external systems. There are two export options available: Export as a CSV file Export Record IDs only Sync to Salesforce as Duplicate Record Sets Both export options are accessible from the dataset extend...

Can’t merge accounts. These accounts have the same related contact. Remove the redundant account-contact relationships and then try merging again. When Salesforce’s Contacts to Multiple Accounts feature is enabled, merges may fail with errors like above. Salesforce requires manual cleanup of duplicate relat...