Compatibility & Setup

Salesforce editions, Lightning, sandbox testing, field configuration, connected apps, and installation.

Which Editions of Salesforce is DataGroomr Compatible With?
DataGroomr is compatible with Salesforce Enterprise, Performance, Unlimited and Developer Editions. Professional edition is also supported if Asynchronous API is enabled.
Tue, 23 Mar, 2021 at 2:47 PM
Is DataGroomr Lightning Ready?
Yes. DataGroomr is compatible with both Classic and Lightning.
Sun, 5 Apr, 2020 at 6:12 AM
Can I Test DataGroomr in My Sandbox Environment?
Yes. When you log into DataGroomr, you have the option to use our production or sandbox environment.
Thu, 17 Dec, 2020 at 2:28 PM
I added a Salesforce field, but it is not showing in DataGroomr?
DataGroomr caches a list of fields of Salesforce objects, in order to refresh a list of fields for all objects, go to Objects and hit Refresh Objects. In order to refresh fields of a specific object, edit a dataset and hit Refresh Fields on the Fields tab. Note, you have to be DataGroomr's Acc...
Fri, 19 Jul, 2024 at 11:52 AM
Remove Salesforce Objects from DataGroomr
DataGroomr can detect duplicates in any Salesforce object. By default, Leads, Contacts and Accounts are loaded into the DataGroomr analysis engine.  Some organizations do not use all these objects and may want to exclude them from analysis and reduce the cost of their subscription. To remove any object from Dat...
Tue, 3 Jan, 2023 at 1:10 PM
Does DataGroomr work with encrypted fields?
Is DataGroomr compatible with encrypted data, either with deterministic or probabilistic encryption applied? Yes, DataGroomr fully supports encrypted fields.
Tue, 5 Jul, 2022 at 7:22 PM
Preparing for Salesforce Connected App Usage Restrictions
Salesforce is rolling out new security requirements for Connected Apps starting September 2025. These changes are designed to prevent unauthorized apps from gaining access to Salesforce data. If you’re using DataGroomr, you’ll need to take action to ensure uninterrupted access. What is changing? Salesforce is ti...
Tue, 9 Sep, 2025 at 10:57 AM
Error When Installing DataGroomr from the AppExchange
You may encounter the following error when attempting to install the DataGroomr App from the Salesforce AppExchange: This package can’t be installed. There are problems that prevent this package from being installed. ConnectedApp An unexpected error occurred. Please include this ErrorId if you contact support. ...
Mon, 6 Apr, 2026 at 10:48 AM
What Salesforce permissions are required to merge records?
System Administrator permissions would give a user full access to all the records that may require merging, but it is not necessarily required to be able to merge some duplicates. The access to records you have in Salesforce will be the same access you have in DataGroomr. Note: With the Enterprise Plan you have...
Thu, 12 Oct, 2023 at 12:37 PM