Transfer (Importr)

What is a valid date format in CSV?
'Date' field acceptable formats YYYY-MM-DD YYYY-MM-DD hh:mm:ss YYYY-MM-DD hh:mm:ss YYYY-MM-DDThh:mm:ssZ YYYY-MM-DDThh:mm:ss.sssZ   'Date Time' field acceptable formats YYYY-MM-DD hh:mm:ss YYYY-MM-DDThh:mm:ssZ YYYY-MM-DDThh:mm:ss.sssZ
Wed, 25 Nov, 2020 at 1:40 PM
Can I run an import that checks for duplicates against two Salesforce objects at once (e.g. Leads and Contacts)?
Yes, you can check for duplicates against two objects at once.    To do this you must have a cross-object dataset in Trimmr for these objects.  DataGroomr automatically creates a cross-object dataset for "Leads in Contacts".  If you need to create others, please see this document. In Importr modul...
Tue, 7 Feb, 2023 at 11:30 AM
Transfer: Reference Fields from Cross Objects
Some business use cases might require a field to be pulled in from two related objects connected through a lookup relationships (a rollup summary field will not applicable because it is not Master-Detail). For example, populating the primary phone number in an Account object with the phone number from the oldest r...
Fri, 12 Sep, 2025 at 12:20 PM
Using Transfer module during an initial data migration project
DataGroomr plays a crucial role in the initial data migration process for Salesforce implementations by focusing on data quality and preventing duplicate records from entering the new Salesforce environment.   In essence, DataGroomr acts as a preventative measure during the initial data migration, ensuring that...
Tue, 12 Aug, 2025 at 5:03 PM