DataGroomr Support

Trimmr 12

• Accessing Trimmr
• Trimmr Dashboard
• Trimmr's Deduplication Analysis
• Working with Matched (Duplicate) Groups
• Tag groups
• Configuring Trimmr Datasets
• Creating Custom Datasets in Trimmr
• Compare Datasets (Cross-object compare) for Duplicates
• Mass Merging Duplicate Groups
• Merge Contacts with Multiple Accounts records

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Brushr 10

• Accessing Brushr
• Brushr Dashboard
• Create/Edit/Remove Brushr Datasets
• Configuring Brushr Datasets
• Working with Data Verification
• Mass Verify Option
• Mass Transform (Mass Update)
• Mass Delete
• Smart email address suggestions (Email correction)
• Exporting Brushr Data

Importr 9

• Import CSV Files
• Accessing Importr
• Working with Imported CSV Records
• Exporting Records
• Removing a Dataset
• Mass Verify Email, Phone and Address in CSV
• Transform Records in CSV
• Mass Update Matched Salesforce Records
• Import from Dataset

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
• Merge Rule: Copying Prod to Sandbox or Sandbox to Prod

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
• 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