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Knowledge base
Getting Started
General
6
What is DataGroomr?
Installing DataGroomr
How do I subscribe to DataGroomr?
How to access DataGroomr
How do I get support?
View all 6
Video Tutorials
10
Application Overview
Dashboard Widgets
Trimmr Overview, Configuration and Mass Merge
Brushr Overview
Importr Configuration, Analysis, Importing and Enriching
View all 10
Privacy policy
2
Does DataGroomr comply with GDPR?
Information safety and security
Documentation
Trimmr
12
Accessing Trimmr
Trimmr Dashboard
Trimmr's Deduplication Analysis
Working with Matched (Duplicate) Groups
Tag groups
View all 12
Brushr
10
Accessing Brushr
Brushr Dashboard
Create/Edit/Remove Brushr Datasets
Configuring Brushr Datasets
Working with Data Verification
View all 10
Importr
9
Import CSV Files
Accessing Importr
Working with Imported CSV Records
Exporting Records
Removing a Dataset
View all 9
Schedulr
3
Accessing Schedulr
Jobs: Task Scheduling (Adding and Managing)
Triggers: Real-Time Transformation and Verification
Supervisr: Merge Rules
6
Manage Merge Rules
Merge Rules: Master Record Selection
Merge Rules: Field Value Rule
Merge Rules: Preview Section
Merge Rules: Distribute Values Rule
View all 6
Supervisr: Objects / Matching
4
Manage Objects
Manage Matching Models
Training Machine Learning Matching Model
Matching Models: Copying Prod to Sandbox or Sandbox to Prod
Supervisr: Transform Rules
2
Transform Rules
Transform Rule: Associate to a field in a dataset
Supervisr: API Integration
5
API Integration
Add Endpoint
Test Endpoint
Check Event Signature
Overriding standard Merge method using Apex
Auditr
5
Accessing Auditr
Log Browser
Undo (a Merge)
Export Auditr Activities
Recycle Bin
System Management
5
Manage Subscription
Manage Users
Manage Roles
Manage Sandboxes
Manage Credits
Verify App
6
Using Verify Lightning Component
Manage Credits
Bulk/Mass Verification
DataGroomr Verify Install and Configure
Select Fields to Display in the DataGroomr Verify
View all 6
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
18
Who is DataGroomr For?
How do I Log Into DataGroomr?
Will DataGroomr help me eliminate duplicates in Salesforce?
Will DataGroomr help me eliminate duplicates when importing into Salesforce?
Which Editions of Salesforce is DataGroomr Compatible With?
View all 18
Trimmr
13
What is a Dataset?
How long does it take to analyze dataset?
Can I create my own matching rule to detect duplicates?
Can I create my own rules for merging?
Does DataGroomr have to store my data for the (merge) UNDO function?
View all 13
Brushr
3
How does email verification work?
How does phone verification work?
How does mailing address verification work?
Importr
3
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)?
Can I change the Matching Model used by Import?
Schedulr
0
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
Supervisr
5
What are Merge Rules?
What are Matching Models?
Merge Rules: Prioritize by value
Can DataGroomr use related objects in Matching or Merge Rules?
Can DataGroomr use fields in related objects for training Matching Models?
Release Notes
2023
7
September, 2023
August, 2023
July, 2023
May, 2023
April, 2023
View all 7
2022
10
October, 2022
September, 2022
August, 2022
July, 2022
June, 2022
View all 10
2021
10
December, 2021
November, 2021
October, 2021
September, 2021
July, 2021
View all 10
2020
10
November, 2020
October, 2020
September, 2020
July, 2020
August, 2020
View all 10
2019
4
Release Update - December 16, 2019
Release Update - September 15, 2019
Release Update - April 29, 2019
Release Update - March 19, 2019