Trimmr

How to get started with Trimmr

Exporting records
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 Sync to Salesforce as Duplicate Record Sets Both export options are accessible from the dataset extended menu. Clicking on ...
Mon, 22 Apr, 2024 at 5:33 PM
Mass Convert Leads
Trimmr 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...
Thu, 23 Jun, 2022 at 9:23 AM