DataGroomr Support

Transfer module allows to verify email, phone and address prior to importing or updating Salesforce records. Start by selecting the Mass Verify option from the Transfer dataset. In the dialogue window, you can select the records that will be verified. Also, you can exclude or include fields that will b...

Transfer module allows you to transform values before importing to Salesforce. You can also use the AI Assistant to generate transform rules quickly from natural-language prompts.  Start by selecting the Transform to update individual records or Mass Transform option to update records in bulk from the Transfer ...

CSV records which were identified as duplicates to Salesforce records can be used to update Salesforce en masse.  To do this, press the MASS UPDATE button.  In the displayed window, use the dual match-confidence slider to set a minimum and maximum confidence range to use as the basis for the mass update. T...