DataGroomr Support

Dedupe Fundamentals & Operations 7

• Mass Merging Duplicate Groups
• Merge Contacts with Multiple Accounts records
• Creating/Cloning/Removing Datasets in Dedupe (Trimmr)
• Configuring Dedupe (Trimmr) Datasets
• Organizing and Automating with Tags in Dedupe
• Bypass Salesforce Assignment and Merge Rules
• Get AI Recommendations for Duplicate Resolution

Dedupe Datasets & Matching Models 3

• Manage Matching Models
• Training Machine Learning Matching Model
• Matching Models: Copying Prod to Sandbox or Sandbox to Prod

Dedupe Merge Rules & Rule Designer 8

• Manage Merge Rules
• Merge Rules: Master Record Selection
• Field Merge Rule
• Merge Rules: Distribute Values Rule
• Rule Preview
• AI Assistant in Rule Designer
• Merge Rule: Copying Prod to Sandbox or Sandbox to Prod
• Rule Designer

Cleanse Basics & Datasets 4

• Cleanse (Brushr) Dashboard
• Create/Edit/Remove Cleanse (Brushr) Datasets
• Configuring Cleanse (Brushr) Datasets
• Cleanse (Brushr) Dataset Detail View

Cleanse Verification & Mass Actions 5

• Working with Data Verification
• Mass Verify Option
• Exporting Cleanse (Brushr) Data
• Mass Transform (Mass Update)
• Mass Delete

Cleanse Rules & Data Quality 4

• Smart email address suggestions (Email correction)
• Transform Rules
• Manage Data Quality Models
• Data Quality Model Editor

Transfer Basics 4

• Import Data from CSV files
• Transfer Data Between Salesforce Objects
• Upload CSV File or Folder from Local Device or Cloud Storage
• Transfer (Importr) Dashboard

Transfer Dataset Management 5

• Removing a Dataset
• Working with Imported CSV Records
• Exporting records in Transfer (Importr)
• Transfer (Importr) Dataset Configuration
• Mass Delete Records in Transfer (Importr)

Transfer Bulk Operations & Transformations 3

• Mass Verify Email, Phone and Address in CSV
• Transform Records in CSV
• Mass Update Matched Salesforce Records

Automate (Schedulr) 2

• 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
• Streaming events

Setup 10

• Manage Objects
• Dictionaries
• API Integration
• Webhooks
• Test Endpoint
• Check Event Signature
• Overriding standard Merge method using Apex
• Integration API and secret keys
• Handlers
• Cloud Storage

System Management 6

• Manage Subscription
• Manage Users
• Manage Roles
• Manage Sandboxes
• Manage Credits
• DataGroomr Artificial Intelligence (AI)

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
• Permission Sets for DataGroomr Verify

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