DataGroomr uses two merge rules to automate the merge process in Dedupe.
- Master Record Rules - these rules identify the surviving or winning records in a merge.
- Field Merge Rules - these rules define how and if data from the non-surving records is preserved after the merge.
Accessing
The Rules engine can be accessed directly by pressing the Rules link located under the Dedupe tab in the Navigation Menu.
Select the Master Record or Field Merge Rule displays existing rules.
Creating Merge Rule
DataGroomr allows users to create, edit and remove custom rules that control the behavior of merges. Press the Add Rule button to create a new rule. This will open the Rule Dialogue window, which consists of 4 sections.
- The left hand-side contains two tabs.
- The Design with AI tab allows users to specify the rule they need in Natural Language. When the Generate button is pressed, that input is processed by DataGroomr's AI Assistant to render the logic on the Rule Designer canvas.
- The Details tab screen allows users to specify a rule name, description and a list of fields that can be utilized in the rule.
- The Rules Designer section contains a list of optional steps on the left that can be dragged into the designer work area on the right to build rules.
- The Rule Preview window below displays the results of the rule with sample data.
Tip: Any changes to the rule can be immediately observed in the Preview area.
Good to know: A flag next to the Rule Preview label will automatically display the validity of the current rule.
Press SAVE to create the rule or Cancel to exit without saving.
Editing Merge Rule
To Edit an existing rule, select Field merge, Master Record or Transform and then press the EDIT button.
Learn more about editing all types of rules:
Merge Rules: Create Master Record Selection
Merge Rules: Creating Field Value
Merge Rules: Data Quality Editor
Cloning Merge Rule
Occasionally you may need to create a copy of the existing rule. To do this, select the rule and then press the CLONE button.
Deleting Merge Rule
A rule can be deleted by selecting rule and then pressing the Trash button.
Good to know: A rule that is labeled as the default cannot be deleted. If you do wish to remove this rule, set another rule as the default. See how to set default rules using this link.
Assigning to Datasets
A rule can be associated to a dataset or can be set as a default for your account.
A rule that is marked as Default will be used by Dedupe datasets and Mass Merge automatically. However, users may choose an alternate rule when configuring datasets (see Configure Datasets documentation for more info) or performing a Mass Merge.
To set a rule as a default, select the rule and then press the SET DEFAULT button. The Default label will be displayed next to that rule.
To associate a rule with specific datasets, press ASSIGN button. Assign rule dialog will be shown, select desired datasets and press Assign button.
Copy Rules between Prod and Sandbox Orgs
You can move any rule between your production and Sandbox using this feature. To move a rule, select the rule and then press the COPY TO .... button.
Good to know: For situations where you have a large number of rules and to move, contact DataGroomr support and we will assist.