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Knowledge base
Getting Started
Introduction & Access
5
What is DataGroomr?
How do I subscribe to DataGroomr?
Installing DataGroomr
How to access DataGroomr
What happens when I start a trial?
Onboarding & UI Basics
3
Onboarding guide: How to get started?
Navigating DataGroomr
Default Dashboard
Video Tutorials
7
Application Overview
Dashboard Widgets
Dedupe Overview, Configuration and Mass Merge
Cleanse Overview
Import Configuration, Analysis, Importing and Enriching
See all 7 articles
Configuration Tutorials
4
Setup - Dedupe Config - Merge Rules
Setup - Dedupe Config - Matching Models
Setup - Cleanse Config - Transform Rules
Setup - Cleanse Config - Data Quality Scoring
Support & Compliance
3
How do I get support?
GDPR Compliance
Information safety and security
Documentation
Dedupe (Trimmr)
25
Accessing Dedupe (Trimmr)
Dedupe (Trimmr) Dashboard
Dedupe (Trimmr) Deduplication: First Analysis
Working with Matched (Duplicate) Groups
Tag Groups
See all 25 articles
Cleanse (Brushr)
14
Accessing Cleanse (Brushr)
Cleanse (Brushr) Dashboard
Create/Edit/Remove Cleanse (Brushr) Datasets
Configuring Cleanse (Brushr) Datasets
Working with Data Verification
See all 14 articles
Transfer (Importr)
13
Import Data from CSV files
Transfer Data Between Salesforce Objects
Accessing Transfer (Importr)
Working with Imported CSV Records
Transfer (Importr) Dataset Configuration
See all 13 articles
Automate (Schedulr)
3
Accessing Automate (Schedulr)
Jobs: Task Scheduling (Adding and Managing)
Triggers: Real-Time Transformation and Verification
Audit (Auditr)
6
Log Browser
Undo and Rollback (a Merge)
Recycle Bin
Export Audit Trail from Log Browser
Stop a Job
See all 6 articles
Setup
10
Manage Objects
Dictionaries
API Integration
Webhooks
Test Endpoint
See all 10 articles
System Management
5
Manage Subscription
Manage Users
Manage Roles
Manage Sandboxes
Manage Credits
Verify App
6
Using Verify Lightning Component
Manage Credits
Ways to Verify Data
DataGroomr Verify Install and Configure
Select Fields to Display in the DataGroomr Verify
See all 6 articles
Duplicates Lightning Component
4
Duplicates Lightning Component Install and Configure
Select Fields to Display in the Duplicates Component
Permission Sets for DataGroomr Duplicates
Using Duplicates Lightning Component
FAQs
General
22
Who is DataGroomr For?
How do I Log Into DataGroomr?
How do I log into DataGroomr with Single Sign-on (SSO)?
Will DataGroomr help me eliminate duplicates in Salesforce?
Will DataGroomr help me eliminate duplicates when importing into Salesforce?
See all 22 articles
Dedupe (Trimmr)
25
What is a Dataset?
How long does it take to analyze dataset?
Can I create my own matching model to detect duplicates?
Can I create my own rules for merging?
Does DataGroomr have to store my data for the (merge) UNDO function?
See all 25 articles
Cleanse (Brushr)
7
How does email verification work?
How does phone verification work?
How does mailing address verification work?
How does website address verification work?
Can I find (and remove) Orphaned Records?
See all 7 articles
Transfer (Importr)
4
What is a valid date format in CSV?
Can I run an import that checks for duplicates against two Salesforce objects at once (e.g. Leads and Contacts)?
Transfer: Reference Fields from Cross Objects
Using Transfer module during an initial data migration project
Automate (Schedulr)
1
Can I change an account that runs scheduled job?
Audit (Auditr)
2
Salesforce API is not available error message in DataGroomr
I am getting 'insufficient access rights on cross-reference id' error message on merge
Release Notes
2025
7
September, 2025
July-August, 2025
June, 2025
May, 2025
April, 2025
See all 7 articles
2024
12
December, 2024
November, 2024
October, 2024
September, 2024
August, 2024
See all 12 articles
2023
9
December, 2023
October, 2023
September, 2023
August, 2023
July, 2023
See all 9 articles
2022
10
October, 2022
September, 2022
August, 2022
July, 2022
June, 2022
See all 10 articles
2021
10
December, 2021
November, 2021
October, 2021
September, 2021
July, 2021
See all 10 articles
2020
10
November, 2020
October, 2020
September, 2020
July, 2020
August, 2020
See all 10 articles
2019
4
Release Update - December 16, 2019
Release Update - September 15, 2019
Release Update - April 29, 2019
Release Update - March 19, 2019