DataGroomr Support

The duration for a dataset analysis depends largely on how many records and duplicates are included in that dataset.   DataGroomr has a global limit of 3 hours for analysis, if you're getting "Time limit exceeded" error, there are few things you can try to speed it up. Break up large dataset i...

DataGroomr allows users to create matching models powered by machine learning that determine how duplicates are identified.  Unlike out-of-the-box rules that are based on Datagroomr's experience with many customers, these are limited to the fields that are determined by you and trained exclusively on your data....

Yes  DataGroomr will automatically create two datasets Person Accounts and Business Accounts. In Salesforce Person Accounts are found simultaneously in both Account and Contact objects.  Analyzing and merging these dupes in Accounts (Person Account) will also resolve the duplicates found in Contacts. No...

Yes, in DataGroomr this is called Cross-Object compare and you can learn more about it here.   One of the common use cases is to compare Leads to Contacts to identify duplicates.

DataGroomr fully supports deduplication of any object in Salesforce, including any custom object.  Unlike the standard objects (Leads, Contacts and Accounts) there is no pre-trained matching models for custom objects.  However, it is pretty easy to create these models for yourself and then add a dataset that will d...

In Salesforce, create a Roll-Up or Formula field that exposes the field/value that you are planning to use in training your model. Then select that field in the Model Set-up window.   The training will incorporate this field as part of the matching model.

Problem: You have duplicate records where the same type of value could be stored in different fields. For example: Record A → Work Phone: 111-222-3333, Home Phone: (blank) Record B → Work Phone: (blank), Home Phone: 111-222-3333 By default, these two records will not be flagged as duplicates. Solution: ...