How to get started with Trimmr

Accessing Trimmr
Trimmr can be accessed from the link in the dashboard or from the Navigation menu on the left side of the screen.     You can also jump directly into a specific dataset by selecting it from the Navigation menu.    
Wed, 26 May, 2021 at 2:24 PM
Trimmr Dashboard
The first time you log in, Trimmr will automatically load it's dashboard with Saleforce leads, contacts and accounts and begin analyzing them for duplicates. Once the analysis is completed, the Trimmr dashboard will display a Dataset for each object (along with the total number of records and duplicates in each...
Wed, 15 May, 2024 at 4:25 PM
Trimmr's Deduplication Analysis
The first time you connect to DataGroomr, our algorithms will scan your Salesforce organization's leads, contacts and accounts for duplicates.    TIP:  The duration of the first scan will depend on how many records and duplicates are found in your environment. You will receive an email alert when the analysis...
Wed, 28 Feb, 2024 at 4:21 PM
Working with Matched (Duplicate) Groups
After navigating to a dataset, you will find that Trimmr has allocated duplicates into Matched Groups. The confidence level, which indicates the certainly that the matched records are duplicates, is shown to the right.   To start reviewing duplicates, open a group by clicking on the expand symbol (>) and press...
Thu, 29 Feb, 2024 at 11:28 AM
Tag Groups
Within Trimmr, users are able to associate additional information about a group using tags.  By tagging matched groups and applying filters across Trimmr, users can feature and isolate a broad segment of groups based on their own data. Tagging Matched groups can be tagged by opening the group in a Revie...
Wed, 15 May, 2024 at 4:30 PM
Configuring Trimmr Datasets
Dataset configuration controls all aspects of what data is displayed, how duplicates are detected and what happens when duplicates are merged.   For existing datasets, the configuration is accessible from the Trimmr dashboard and within the dataset itself.   For new datasets, the configuration panel is...
Wed, 15 May, 2024 at 4:23 PM
Creating/Cloning/Removing Datasets in Trimmr
Any new datasets that you create are very similar to the standard ones created for you initially in Trimmr. Customers often need to create new datasets to segment data or compare deduplication analysis for different models.   Creating New Datasets New datasets can be created by pressing the ADD DATASET button...
Mon, 4 Mar, 2024 at 5:59 PM
Compare Datasets for Duplicates - Cross Object Datasets
DataGroomr allows a user to compare and detect duplicates between different datasets (sometimes known as cross-object compare). Some common scenarios are to compare Leads to Contacts or Leads to Accounts. You may also create your own custom "cross-object datasets". Create "Cross object dataset&qu...
Mon, 4 Mar, 2024 at 11:51 PM
Mass Merging Duplicate Groups
TRIMMR includes the ability to mass merge duplicate groups based on a confidence level (the certainly that the matched records are duplicates).  All duplicate groups are assigned a match confidence score of between 1-100. The higher the score, the higher the probability that the records within the groups are genuin...
Tue, 15 Feb, 2022 at 8:45 PM
Merge Contacts with Multiple Accounts records
Can’t merge accounts. These accounts have the same related contact. Remove the redundant account-contact relationships and then try merging again. If you have "Contacts to Multiple Accounts" feature enabled in Salesforce and tried to merge duplicate contacts or accounts you have probably seen this err...
Wed, 7 Jul, 2021 at 5:53 PM