Frequently asked questions
Answers to common install, setup, and admin questions about Data Cleanser — enabling My Domain, finding Salesforce IDs, granting support access, and giving your team permission to use the app.
What are the pre-install steps for Data Cleanser? (Enable My Domain)
To install any Lightning-ready application from the AppExchange, you must have My Domain enabled. To enable My Domain in your Salesforce org:
- Click Setup and type My Domain in the Quick Find search bar. Select My Domain, then enter a domain name for your organization.
- Click Check Availability to confirm the name is unique. If it is available, click Register Domain.
- The domain is registered in the background — you will receive an email once it is ready to test.
- When the confirmation email arrives, click the link (or click Log In on the My Domain page) and test the domain. Once tested, return to My Domain in Setup to continue.
- Click Deploy to Users. Once that completes, you can follow the instructions to install Stratus Data Cleanser.
How do I obtain the record owner's ID?
The Account OwnerID is the owner's Salesforce user ID. To obtain a user ID:
- Select Setup.
- Under Administration Setup, select Manage Users.
- Under Manage Users, select Users.
- A list of your users will be displayed.
- Select the user whose User ID you would like to see.
- In the URL, the User ID appears after
salesforce.com/and before the?.
For example, in https://na7.salesforce.com/005A0000000WVbJ?noredirect=1 the User ID is 005A0000000WVbJ.
How do I obtain the record type ID?
The easiest way to find a record type ID is to create a record and choose the record type you want. The URL in your browser will look like this:
https://na10.salesforce.com/003/e?retURL=%2F003%2Fo&RecordType=012F0000000wmRP&ent=Contact
The record type ID is the value after RecordType= and before the & — in this example, 012F0000000wmRP.
How can I grant login access to Stratus Support?
To grant access, click your Name → My Settings → Personal → Grant Account Login Access, then grant access to Stratus Cloud Solutions Support.
How can I enable my users to have access to Data Cleanser?
If you would like non–system administrator profiles to use Data Cleanser — creating Matching Scenarios and clearing duplicate groups — follow these steps. Go to Setup → Administration Setup → Manage Users and select the profile you want to grant permissions to.
- Under Assigned Apps, ensure Data Cleanser is visible.
- Under Object Settings → Data Cleanser, set the Tab Setting to Default On and click Save.
- Under Object Settings → Help Data Cleanser, set the Tab Setting to Default On and click Save.
- Under Object Settings → Duplicate Groups, set the Tab Setting to Default On, check Read under Object Permissions, and click Save.
- Under Object Settings → FieldFilterOperatorRules, check Modify All under Object Permissions and click Save.
- Under Object Settings → FieldMatchTypesRules, check Modify All under Object Permissions and click Save.
- Under Object Settings → StratusDataShieldMasters, check Modify All under Object Permissions and click Save.
- Under Object Settings → Account, check Modify All under Object Permissions and click Save.
- Under Object Settings → Lead, check Modify All under Object Permissions and click Save.
- Under Object Settings → Contact, check Modify All under Object Permissions and click Save.
- Under Apex Class Access, click Edit and add every Apex class that starts with
sdsto the enabled list, then click Save. - Under Visualforce Page Access, click Edit and add every Visualforce page that starts with
sdsto the enabled list, then click Save.
Still have a question?
Browse the full documentation, or reach our team directly — we are happy to help with setup, permissions, and anything else.