Clean Salesforce Data.
Starting With Your
Duplicates.
Dirty data is the most common reason Salesforce fails to deliver ROI. DataGroomr is the most powerful deduplication and data quality tool built natively for Salesforce — and we implement, configure, and run it for you so your team always works from clean, trusted data.
Salesforce AgentExchange Partner
Built 100% on the Salesforce platform
Matching catches variations exact match misses
Data exports needed for cleanup or updates
Scheduled deduplication keeps data clean over time
Bad Data Costs More Than You Think. DataGroomr Fixes It at the Source.
The average Salesforce org has a 10–30% duplicate rate. Every duplicate record degrades reporting accuracy, inflates pipeline numbers, causes sales to waste time on the same prospect, and makes marketing attribution unreliable. Most teams know the problem exists but lack the tools to fix it systematically.
DataGroomr is a native Salesforce app that uses AI-powered fuzzy matching to identify duplicates that standard Salesforce duplicate rules miss — variations in spelling, abbreviations, missing middle names, different email formats for the same person. It also provides mass update tools for standardizing field values, and real-time prevention rules that stop new duplicates from entering your org.
Cloud Nexus configures DataGroomr for your specific data model — defining the matching rules, merge logic, and standardization templates that make sense for your business — and manages ongoing cleanup as part of your Salesforce support engagement.
Duplicate Detection
Identify duplicate leads, contacts, and accounts using fuzzy matching logic that catches variations in name, email, phone, and address — not just exact matches.
Automated Merging
Merge duplicate records automatically or with a one-click review queue. Define master record rules so the right data survives every merge.
Mass Data Updates
Update thousands of Salesforce records at once — reassign ownership, fix field values, standardize picklists — without code or data exports.
Data Standardization
Normalize phone formats, state abbreviations, country values, and custom fields across your entire org to ensure consistent, reportable data.
Data Health Reporting
Monitor your Salesforce data quality over time with dashboards showing duplicate rates, field completion, and data integrity scores.
Prevention Rules
Block new duplicates at the point of entry with real-time matching on lead and contact creation — so the problem does not come back after a cleanup.
From a Dirty CRM to a Trusted Source of Truth
A typical data quality engagement we run for clients using DataGroomr on Salesforce.
A 60,000 Record Salesforce Org With an Estimated 20% Duplicate Rate
A professional services firm had been using Salesforce for six years. They had migrated data from a legacy CRM, run multiple list import campaigns, and had reps manually creating records for years. The result was an org where sales leadership no longer trusted the pipeline data, marketing was suppressing records manually to avoid double-sends, and customer success had no reliable way to find all contacts at an account.
We Deployed DataGroomr, Configured Matching Rules, and Ran a Full Org Cleanup
We installed DataGroomr and spent two weeks configuring the matching logic for their specific data model — accounting for their naming conventions, common abbreviations in their industry, and the fields that actually mattered for uniqueness in their business. We ran the initial cleanup in batches, reviewed edge cases with the client, and set up automated scheduled runs going forward. We also configured real-time duplicate prevention on the lead and contact creation screens.
Results After the Cleanup
Duplicate records merged or removed in the initial cleanup
Field completion rate on key contact fields after standardization
New duplicates entering the org after prevention rules were enabled
“We knew our data was bad but didn’t realize how bad. DataGroomr found duplicates we never would have caught with Salesforce’s built-in rules. Cloud Nexus made the whole cleanup feel manageable.”
— VP of Sales Operations, Professional Services Firm
“Pipeline reporting is finally trustworthy. We used to have heated debates in QBRs about whether numbers were real. That problem is gone.”
— Chief Revenue Officer, B2B Technology Company
What Is Included in a DataGroomr Engagement
We configure DataGroomr to your specific data model and business rules — not generic defaults.
Data Quality Audit
We assess your current duplicate rate, field completion, and data standardization gaps before configuring anything.
Custom Matching Rule Configuration
We define fuzzy matching thresholds and field weights based on your specific data model and what uniqueness means in your business.
Merge Logic & Master Record Rules
We configure which record wins the merge and how conflicting field values are resolved — so the right data is preserved every time.
Mass Standardization
We use DataGroomr’s mass update tools to standardize phone formats, state/country values, and any custom fields across your entire org.
Real-Time Prevention Rules
We configure duplicate prevention at the point of entry so new records trigger a match alert before they are saved.
Scheduled Automation & Reporting
We set up automated deduplication runs and data health dashboards so data quality is maintained and monitored over time.
Configuration Takes Time.
Cleanup Takes Judgment.
Running DataGroomr against a large org without careful configuration will merge records that should not be merged. We take a phased approach — reviewing matches at each threshold level before automating, and building in human review checkpoints for edge cases.
We also consider your downstream integrations before merging — ensuring that merged Salesforce records don’t break connected systems that reference the old record IDs.
Data Audit
We analyze your current data health — duplicate rates by object, field completion gaps, and standardization issues — to size the problem and prioritize the work.
Matching Rule Design
We design matching rules and fuzzy thresholds specific to your data model, testing against a sample before applying broadly.
Phased Cleanup
We run cleanup in phases — highest-confidence matches first — with review checkpoints so you maintain control of what gets merged.
Standardization & Prevention
We run mass standardization on key fields and configure real-time duplicate prevention so the cleaned state is maintained.
Automation & Handoff
We set up scheduled deduplication runs, data health reporting, and train your admin team on ongoing DataGroomr management.
Ready to Clean Up Your Salesforce Data?
Book a free 90-minute audit and we will assess your current data quality, estimate your duplicate rate, and build a DataGroomr implementation plan tailored to your org.