DataGroomr is a data quality platform that helps organizations keep their Salesforce data accurate, complete, and trustworthy. It identifies and resolves the most common data quality issues — duplicate records, incomplete or missing fields, outdated values, and inconsistent formatting — so that teams can rely on clean, reliable information for sales, marketing, and reporting.
DataGroomr finds duplicates using both AI-powered matching algorithms and configurable rule-based matching, giving you the flexibility to combine machine learning with deterministic logic tailored to your business. Once duplicates are detected, they are loaded into matched groups where users can compare records side-by-side, select master records, copy or edit field values, and then merge to eliminate duplicates. Alternatively, merging can be done en masse.
A similar de-duplication and enrichment functionality is provided for imported CSV lists.
The DataGroomr platform delivers the following capabilities:
DEDUPE: Identify duplicates in Salesforce records using AI-powered and rule-based matching. Compare side-by-side, copy/edit, and then merge to eliminate duplicates. Convert Leads to Contacts and Accounts. Within the Dedupe Settings, you can also create and manage your organization's merge rules and matching models customized for your needs. Create and manage organization-wide rules to identify and merge records, and define duplicate detection algorithms tailored to your requirements.
CLEANSE: Evaluate the quality of Salesforce records for completeness, consistency, and timeliness, or based on a custom score defined against any metric you choose. Verify emails, phone numbers, mailing addresses, and websites. Enrich records with additional or missing information from trusted external sources. Standardize formatting, mass transform, update, or delete records in bulk.
TRANSFER: Match and transfer data between external sources and Salesforce. Prevent duplicates from being created in Salesforce as a result of importing from CSV or when transferring between Salesforce objects. Review and update your existing records when new or more up-to-date information is found in the CSV.
AUDIT: View a comprehensive list of actions performed by DataGroomr. Review detailed information about analyses, merges, imports, and much more.
AUTOMATE: Automate tasks in DataGroomr. Set up recurring duplicate analysis activities and schedule mass merge/convert and other tasks. Set up real-time verification and transformation when records are created or modified.
SETUP: Manage objects, integrations, and system configurations for DataGroomr. Configure API keys and endpoints to connect external applications. Maintain dictionaries such as company suffixes, street suffixes, and name aliases to improve matching accuracy and standardization across your Salesforce data.