DataGroomr Support

Duplicate records identified by DataGroomr may be exported for additional analysis or integration with external systems. There are two export options available: Export as a CSV file Export Record IDs only Sync to Salesforce as Duplicate Record Sets Both export options are accessible from the dataset extend...

Dedupe includes the ability to mass convert leads to contacts or accounts. Converting Leads to Existing Contacts Create a cross-object dataset with Contacts as a Parent dataset and Leads as a child dataset.   Note: A Leads in Contacts dataset is created by default when you first log in. Read more: Crea...

Choose whether or not to bypass Salesforce Assignment and Duplicate Rules during a merge or update operation. This bypass also applies in Audit (during rollback) and in Cleanse (during verification status export). In certain situations, the execution of these Salesforce rules could trigger unintentional actions an...

With AI Recommendations, you can make smarter, faster decisions on record cleanup - while ensuring accuracy and control. The Get AI Recommendations dialog helps you make a decision on cleaning up duplicate or related records. DataGroomr’s AI examines your matching groups in depth and recommends the best actions...

Matching Models are algorithms used to detect duplicate records. DataGroomr provides two options for duplicate detection, machine learning based matching model and classic matching model. Accessing Matching Models To access matching models, select Settings under Dedupe on the Navigation Menu. From ...

Machine Learning Models are based on algorithms powered by machine learning.  When a new model is created it will need to be Trained. There are two options for training machine learning models.  AI Assistant replaces the need for manual training by autonomously training and fine-tuning the machine learning mo...

Matching models can be copied from either your Salesforce production org to your Sandbox or vice versa. Select the model that needs to be copied and press the Copy to Prod or Copy to Sandbox.

Accessing The Rules engine can be accessed directly by pressing the Rules link located under the Supervisr tab in the Navigation Menu.  Optionally, you can access "New Navigation" layout above dashboard components. Merge Rules are found within Trimmr, Settings. Creating Merge Rule ...

A Master Record rule tells DataGroomr which record to keep when multiple records are identified as duplicates. Master Record rules work based on the creation of ranking criteria that sort duplicate records. The standard out-of-box rule is to keep the oldest record when duplicates are identified.  Master Record ...

Field Merge Rules are intended to combine data with existing data in the master (or surviving) record with values found in duplicate rules when a merge is performed. Note that this differs from the Master Record Selection rules which determines which record will be retained. The rules are built with the assistance ...