DataGroomr Support

DataGroomr uses two merge rules to automate the merge process in Dedupe.   Master Record Rules - these rules identify the surviving or winning records in a merge. Field Merge Rules - these rules define how and if data from the non-surving records is preserved after the merge. Accessing The Rules engine can...

A Master Record rule determines which record will be retained after a merge.  Good to know: Losing records will be deleted from Salesforce as part of the merge process. Master Record rules work based on the creation of ranking criteria that sorts duplicate records.  You can also create exception through the...

Field Merge Rules are intended to combine data with existing data in the master (or surviving) record with values found in duplicate rules when a merge is performed. Note that this differs from the Master Record Selection rules which determines which record will be retained. The rules are built with the assistance ...

The Distribute Values Rule allow users to distribute values from merged records into multiple (empty) fields in the master record. In order to use the rule, drag-and-drop it from the Advanced > Fields section into the Rule designer.   Attach the field name connector from  Advanced > Fields section ...

The Rule Preview section uses sample data to simulate the outcome of a rule created in the Rule Designer. Users can also simulate with live data pulled from the connect Salesforce org.  Note: A flag next to the Rule Preview label will automatically display the validity of the current rule.  Occasionally y...

DataGroomr's AI Assistant enhances the Rule Designer by using generative AI to automatically create logic for Transform, Data Quality, and Field/Master Merge rules based on natural language prompts. With minimal input, users can describe the logic they need, and the Assistant will generate the corresponding ...

Merge Rules can be copied from either your Salesforce production org to your sandbox or vice versa. Select the rule that needs to be copied and press the Copy to Prod or Copy to Sandbox.

The Rule Designer is a powerful declarative utility used to create custom logic within DataGroomr using clicks, not code. The Rule Designer is accompanied by the Rules: Rule Preview Section and the Rules: Detail Editor to showcase the function of the rule being build on a live basis.  The tabs on the left side...

The Dedupe module enables customization of the Merge method by replacing Merge with Salesforce Flow. A Flow Template is included in the DataGroomr Duplicates managed package. Make sure DataGroomr Duplicates package is installed in your org. Learn more about Installing DataGroomr Package. Configure th...