Setup

These articles provide guidance on configuring integrations, APIs, and security features, managing objects and storage, and customizing matching, merging, and event handling within DataGroomr.

Manage Objects
Accessing In order to select which objects DataGroomr works with press Objects link located under the Setup section in the Navigation Menu. Adding an Object DataGroomr can detect duplicates in any Salesforce object. By default, Leads, Contacts and Accounts are loaded into the DataGroomr analysis e...
Sun, 26 Apr, 2026 at 11:49 AM
Dictionaries
Dictionaries are used to make your matching models and transformation rules smarter, efficient and more accurate. They are referenced within Classic and Machine Learning models to group or ignore similar names, keywords or abbreviations together and can be used in the Transform rules to do mass updates. Example...
Sun, 26 Apr, 2026 at 12:00 PM
Manage Sandboxes
The Managing Sandboxes option can be accessed by navigating to Setup > Sandboxes > Manage Sandbox. Selecting this option will bring up a screen containing a list of Sandboxes.  You may add or remove sandboxes using the controls in this screen. To Add a Sandbox, press the Add Sandbox button.  Th...
Mon, 12 Oct, 2026 at 3:58 PM
Copy Configuration Between Orgs (Sandboxes and Prod)
Copy Configuration lets you compare and copy configuration between your organizations (production and connected sandboxes). Use it to promote tested configuration from a sandbox to production, or to seed a fresh sandbox with your production setup, or move between sandboxes. You can find it under Setup > Mana...
Tue, 1 Sep, 2026 at 3:44 PM