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Healthcare and Life Sciences

Power the business of health with secure, trusted data

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Salesforce deduplication in Healthcare

Healthcare providers and life sciences companies can connect with their patients, teams and partners through the agile, intelligent, and scalable Salesforce platform, but a myriad of problems arise if their data isn’t clean.

The Salesforce deduplication function is only able to merge three records at a time. When you’re dealing with thousands of leads, contacts, and accounts, this limitation is unacceptable.

Galen Mental Health
Gift of Hope Tissue Donation
Israel EMS United Hatzala
annashae healthcare
icarus medical

HIPAA compliance at DataGroomr

DataGroomr empowers healthcare providers with pristine, high-quality data, enhancing patient care, fostering loyalty, and optimizing staff engagement. Our HIPAA compliance ensures the handling of Protected Health Information (PHI) aligns with federal regulations.

Customers can access HIPAA-compliant features, providing an extra layer of security for PHI stored in Salesforce CRM. DataGroomr maintains robust administrative, physical, and technical safeguards, ensuring the ongoing security of your PHI.

hipaa certificate
HIPAA compliance

Why HIPAA security is important

Enacted in 1996, the Health Insurance Portability and Accountability Act (HIPAA) addresses privacy concerns, imposing strict rules on health information protection. Given the gravity of HIPAA violations and potential hefty fines, HIPAA compliance is crucial for smooth organizational function.

With DataGroomr’s HIPAA-compliant security features, customers gain confidence that their Salesforce data adheres to HIPAA requirements. Elevate your healthcare data management with DataGroomr’s commitment to excellence and regulatory compliance.

Connect teams

Build trust

Communicate securely

CONNECT YOUR TEAMS

Clean data is crucial for driving better outcomes from the solutions that healthcare and life sciences companies deliver. Yet, these organizations are often hampered by a siloed approach to data management.

For example, according to a study by HIMSS Analytics, 75% of hospitals are dealing with more than 10 different vendors. This expansive issue of data management is especially evident with Electronic Health Record (EHR) systems where the average hospital has more than 16 systems. Interoperability is necessary for hospitals and the vendors they deal with to allow data to flow more effectively.

healthcare data
healthcare dedupe

BUILD TRUST

When organizations reach their constituents using accurate data, they are building a foundation for trust. Eighty-one percent of consumers say that a company’s trustworthiness matters more than it did a year ago (2021 Edelman Trust Barometer).

Personalizing outreach and providing tailored and timely communications rely on data that is precise and free of duplicates. Creating an ecosystem that is trustworthy matters for internal stakeholders, patients and partners that engage with healthcare and life sciences organizations.

Trust matters.

  • Consumers who do not trust health organizations are four times less likely to share non-medical information. 
  • Consumers who trust health organizations are over six times more likely to receive timely communications 

DELIVER SECURE COMMUNICATIONS

Digital technology enables connected experiences like never before. And consumers value timely and accurate communications that are personalized to them. Ensuring data reliability and security enables healthcare and life sciences companies to create, organize, and distribute relevant communications to the right recipients at the right time.

Free 14-Day Trial

No setup or customization required.

Data cleansing that's easy,
fast, accurate, and reliable

POWERED BY MACHINE LEARNING

No need to set up complex rules or normalize data. DataGroomr’s algorithms for intelligent duplicate identification does all the work for you.

MERGE DUPLICATES

Conveniently merge duplicate records in standard and custom objects or even cross-object. Use the side-by-side display or merge en masse.

VERIFICATION ASSURANCE

Ensure that your customer communications are getting where they need to go by verifying emails, phones and mailing addresses.

MERGE AND MATCHING RULES

Want more control over duplicates and merges? Create your own merge and matching rules designed specifically for your data.

LIGHTNING COMPONENT

Salesforce users can see duplicate records directly in Lightning on any object page layout.

IMPORT AND EXPORT

Leverage the import wizard to deduplicate, merge and append records while importing to Salesforce and export data from Salesforce.

MAINTAIN AND CLEANSE

Ensure that data quality and validity surpasses the competition. Standardize or normalize your data with our prebuilt transformation rules or create your own.

UNIFIED DASHBOARD

View your duplicates history in one intuitive, unified view. Configure easy-to-use modules to monitor insights most important to your organization.

TASK SCHEDULING

Set it and forget it. Automate merges, reports and much more using the built in Scheduler.

Maintain the data integrity of your Salesforce records to rapidly respond to patients, employees, and communities, establish a reputation of trustworthiness, and grow.

Ready to learn more about how to
deliver clean data for healthcare and life sciences?

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FAQ

Why is clean data essential for healthcare and life sciences organizations?

Accurate, up-to-date data is critical for patient engagement, research accuracy, compliance, and operational efficiency. Clean data ensures that healthcare providers, research teams, and life sciences companies can deliver personalized care, meet regulatory standards, and make informed decisions based on reliable insights. 

What data challenges are common in healthcare and life sciences?

Healthcare organizations often manage vast amounts of sensitive data across multiple systems — from patient management platforms and clinical trial databases to CRM and marketing tools. Typical challenges include: 

  • Duplicate or inconsistent patient and contact records
  • Fragmented data between departments or systems 
  • Compliance risks from inaccurate information 
  • Difficulty tracking relationships between patients, providers, or research participants 

DataGroomr helps unify, clean, and verify these records within Salesforce for consistent, compliant data management. 

How does DataGroomr support compliance with healthcare regulations?

Data accuracy plays a vital role in meeting compliance standards such as HIPAA, GDPR, and FDA reporting requirements. DataGroomr enhances compliance by ensuring verified contact information, removing duplicates, and maintaining consistent records, all while operating securely within Salesforce’s permission framework.

How can clean data improve patient or stakeholder communications?

With a unified, verified database, healthcare and life sciences teams can: 

  • Deliver timely and personalized patient communications 
  • Coordinate care across departments or facilities 
  • Manage outreach to research participants, physicians, or partners more effectively 
  • Reduce communication errors caused by duplicate or outdated data 

What DataGroomr features are most beneficial in healthcare and life sciences?

  • Intelligent duplicate detection and merging across patient, provider, and contact records 
  • Verification of email, phone, and mailing addresses for accurate communication 
  • Machine learning–powered deduplication that minimizes manual setup 
  • Customizable matching and merge rules for unique healthcare data structures 
  • Automated scheduling for continuous data hygiene 
  • Unified dashboards for monitoring duplicate history and data quality metrics 

Can DataGroomr work with Salesforce Health Cloud and other specialized environments?

Yes. DataGroomr integrates seamlessly with Salesforce Health Cloud and other Salesforce-based healthcare systems. It supports both standard and custom objects enabling clean, consistent data across patients, providers, clinical studies, and partner networks. 

How does clean data improve research and life sciences operations?

In research and life sciences, accurate data directly impacts the reliability of studies and compliance reporting. Clean, consolidated data ensures participant tracking, trial management, and reporting are consistent across teams, while reducing administrative workload and error risk.

Can DataGroomr consolidate patient or provider data from multiple systems?

Absolutely. DataGroomr can import, standardize, and merge data from EHRs, research systems, marketing platforms, or third-party databases via CSV imports or API. This helps organizations establish a single, accurate source of truth for every patient, provider, or partner.

Is the system customizable for different healthcare workflows?

Yes. DataGroomr’s flexible matching logic and transformation rules can be tailored to suit different healthcare or life sciences workflows, whether for patient onboarding, research participant tracking, or partner management.

What automation options are available for data maintenance?

DataGroomr includes built-in scheduling tools that automate deduplication, validation, and reporting tasks. This ensures that data remains accurate and compliant over time, without the need for ongoing manual management.

How does DataGroomr help maintain data security and privacy?

DataGroomr operates entirely within Salesforce, inheriting its robust security and permission settings. Sensitive healthcare and patient data never leaves the Salesforce environment, helping protect confidentiality and support HIPAA-compliant operations.

Is a trial or demo available for healthcare and life sciences organizations?

Yes. DataGroomr offers a Free 14-Day Trial that requires no setup or configuration. You can also Book a Demo to see how DataGroomr improves data quality, compliance, and operational efficiency in healthcare and life sciences environments.