Trimmr

How to get started with Trimmr

Exporting records in Trimmr
Duplicate records identified by DataGroomr may be exported for additional analysis or integration with external systems. There are two export options available: Export as a CSV file Sync to Salesforce as Duplicate Record Sets Both export options are accessible from the dataset extended menu. Clicking on ...
Thu, 26 Jun, 2025 at 3:06 PM
Convert Lead and Mass Convert Leads
Trimmr includes the ability to mass convert leads to contacts or accounts. Converting Leads to Existing Contacts Create a cross-object dataset with Contacts as a Parent dataset and Leads as a child dataset.   Note: A Leads in Contacts dataset is created by default when you first log in. Read more: Crea...
Mon, 12 May, 2025 at 12:00 PM
Bypass Salesforce Assignment and Merge Rules
Choose whether or not to bypass standard Salesforce Assignment and Duplicate Rules during a merge or update operation. In certain situations, the execution of these Salesforce rules could trigger unintentional actions and result in lengthy merge operations.  This setting will suppress the Salesforce settings.  ...
Thu, 26 Jun, 2025 at 3:05 PM