What are Merge Rules?
When a user decides to merge multiple records (either through a Review Group or using Mass Merge) rules control how the merge is performed.  There are two types of rules available: Master Record Rule - these rules determine how the master (or surviving) record will be selected. Field Value Rule - these rules d...
Tue, 1 Mar, 2022 at 5:20 PM
What are Matching Models?
Matching Models determine how duplicates are identified and are powered by machine learning algorithms which have been built and trained based on DataGroomr's experience with many customers. DataGroomr also allows users to create and edit custom matching rules that include only the fields determined by you and...
Wed, 8 Sep, 2021 at 12:37 PM
Merge Rules: Prioritize by value
I want to rank the possible values for the field when picking a value to keep in a master record. You may use the following block, Note: "and prioritize" block overrides previous selection, in the example above, if any of the records in a group has a status "Declined", it will be...
Thu, 10 Mar, 2022 at 2:17 PM
Can DataGroomr use related objects in Merge Rules?
Yes, there are two options to make use of related objects. For example, if we deduplicate accounts and want to make sure that the master record is an account that has active contracts then, Option 1. Roll-up Field Create a Roll-Up field on Account that will reflect status of the associated contracts. Th...
Thu, 11 Aug, 2022 at 11:37 AM
Can DataGroomr use fields in related objects for training Matching Models?
In Salesforce, create a Roll-Up or Formula field that exposes the field/value that you are planning to use in training your model. Then select that field in the Model Set-up window.   The training will incorporate this field as part of the matching model.
Fri, 12 Aug, 2022 at 2:29 PM