Dedupe (Trimmr) — Review & Reporting

Customizing the duplicate review page, building reports, and bulk review processes.

Change the Fields displayed in the Duplicate Group Review window
DataGroomr allows you to pick the fields you would like to be visible when reviewing duplicate groups.    To edit the display fields, select the settings icon on the right and then press the Edit Dataset option.     Click the tab called Fields Then select the fields that you would like to display by using t...
Fri, 12 Sep, 2025 at 12:28 PM
Change the Order of Fields on the Duplicate Review Page
DataGroomr allows you to edit the order of the display fields in the duplicate record review page for contacts, leads and accounts.   To change the order fields, select the settings icon on the right and then press the Edit option    Click on the field that you’d like to move to drag and drop it to the desire...
Fri, 12 Sep, 2025 at 12:28 PM
Can I build report of duplicates in Salesforce?
Yes, you can export duplicate groups to Salesforce Duplicate Record Sets. For detailed instructions on how to do this, please refer to the following link: Exporting records in Dedupe. Once the records are exported, you can build a comprehensive report using Salesforce reporting features. More information on cre...
Tue, 16 Dec, 2025 at 11:15 AM