DataGroomr Support

Yes, the Merge Rules section in the Dedupe module allows users to specify how the master record is selected (Master Record rules) and also which data is retained (Field Value rules). 

The new (Sep '21) UNDO merge functionality allows users to restore merged records and reparent related records by referencing your Salesforce recycling bin. DataGroomr policy has never allowed for the storing of customer data.  This functionality complies with this policy and no data is stored in DataGroomr to ...

Yes, the quickest way to set a master record based on the value is to use Prioritize record if function in the Master Record Selection rule.  Select the field, comparison type (e.q. equals, starts with, etc) and the value.

A merged record retains the Created By user and Created Date from the oldest record merged, regardless of which record is the master. The record shows the merge date as the Last Modified By date. More information about merging duplicate Salesforce records can be found here Merging Leads Merging Contacts Mer...

NPSP stands for Nonprofit Success Pack, which is a set of managed packages developed by Salesforce.org to help nonprofits and educational institutions better manage their operations and relationships with their constituents. It is built on top of the Salesforce platform and provides a range of tools and functionali...

Yes. DataGroomr offers multiple options for leveraging related-object data in matching and merge rules to help selecting master record. Scenario 1. Related object is a one-to-one relationship For example, if we deduplicate accounts and want to make sure that the master record is an account that has an active o...

The scenario shown below will retain nonempty values in the "Account Number", "Company Domain" and "Account Rating" fields from a record having most recent "Sent On" value. The scenario show below will retain any values, including blanks in the "Account Number&q...

You may use the "but prioritize record if" blocks to pick a most complete address without mixing individual address parts. The rule below will retain address that has Street populated, if not found then it will retain address with the Zip code populated, if not found then it will retain address with the C...

How do I make sure that a true value is kept during a merge if any record has it? When merging records, there are cases where you want to retain a true value in a specific field if any of the duplicates contain it—regardless of what the other records say. Example Scenario: You have three records: Record...

Sometimes the records you want to merge won’t appear inside a Matched Group (i.e., they were not identified as duplicates). You can still merge them manually from the All Records list in your dataset results. Before you begin Make sure your dataset run has completed and results are available. You should know...