Home Page Walkthrough

Home Page Walkthrough

This walkthrough will guide you through navigating the Cuneiform for CRM and Cuneiform for Data Cloud home landing pages, where you can create, view, and manage profiling definitions and their results.

APPLIES TO | CUNEIFORM FOR CRM CUNEIFORM FOR DATA CLOUD

Upon opening your Cuneiform application from the App Launcher, Salesforce will direct you to the home landing page, where you can quickly start creating profiling definitions, view existing profiling definitions, or view their profiling summary results.

Table of Contents

Profiling Definition Wizard Button

From any Cuneiform home page, you’ll find the Open Profiling Definition Wizard button on the right-hand side of the page. Clicking this button will launch the Profiling Definition Wizard, which you can use to create a profiling definition. Check out Get Started with Data Profiling for more information on using the Profiling Definition Wizard.

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Home Page Tabs

In each Cuneiform for Salesforce application, there are two tabs available from the home page:

  • Profiling Definitions provides a list of profiling definitions created in your Salesforce org.

  • Profiling Summaries provides a list of profiling summaries, or the results of profiling definition runs, in your Salesforce org.

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Profiling Definitions

The Profiling Definitions tab provides a list-view of profiling definitions created in your Salesforce org. Click any Definition Key (usually PD-####) to view the profiling definition’s record detail page.

The columns in this list view offer a snapshot of the profiling definition’s details, including when it was last run, whether or not it is automated, and more. Use the contents of this tab to see when a profiling definition was last profiled – and click on its Definition Key to view the complete details of the selected definition record.

Column

Description

Column

Description

Definition Key

The unique profiling definition identifier typically starts with the letter “PD.”

Definition Name

The name of the profiling definition as defined in the Profiling Definition Wizard.

Definition Category

The profiling definition’s category as it was defined or selected in the Profiling Definition Wizard.

Salesforce Object

Identifies the object that is being profiled by the profiling definition.

Last Profiling Status Summary

The status of the most recent profiling definition run.

Total Fields to Profile

The number of fields being profiled on the object.

Has Data Reliability KPIs

Indicates whether data reliability KPIs have been assigned to the profiling definition.

Has Secondary Scenario

Indicates whether the profiling definition has an additional set of filters defined as the secondary scenario.

Primary scenarios can be defined when creating profiling definitions in all Cuneiform for Salesforce applications. Secondary scenarios are available only in Cuneiform for CRM: Business Data Reliability and Cuneiform for Data Cloud.

Can Be Scheduled

Indicates whether the profiling definition can be automated or scheduled using Salesforce Flow.

Total Scheduled Profiling Runs

A count of the times the profiling definition was run by automated scheduling.

Last Profiled Date

The date and time of the profiling definition’s most recent run.

Created Date

The date and time the profiling definition was created.

Please visit Cuneiform for Salesforce Custom Objects for a complete list of the columns and data captured for each profiling definition.

Profiling Summaries

The Profiling Summaries tab provides a list-view of profiling summaries, or the results of profiling definition runs, in your Salesforce org. Click any Summary Key (usually PRS-####) to view the profiling summary’s record detail page.

The columns offer a snapshot of what profiling summaries exist, how many fields were profiled, the profiling status of each summary, the number of records profiled, and the estimated storage for these records. Use the contents of this tab to see what summaries exist, when they were created, the outcome status and what high-level profiling statistics were captured.

Column

Description

Column

Description

Summary Key

The unique profiling summary identifier typically starts with the letter “PRS.”

PDef: Profiled Object Label

The parent profiling definition’s object.

Profiling Definition Link

The name and scenario key of the parent profiling definition.

Profiling Status Summary

The profiling summary’s status.

Has Secondary Scenario

Indicates whether the profiling summary’s parent profiling definition has an additional set of filters defined as the secondary scenario.

Primary scenarios can be defined when creating profiling definitions in all Cuneiform for Salesforce applications. Secondary scenarios are available only in Cuneiform for CRM: Business Data Reliability and Cuneiform for Data Cloud.

Has Data Reliability KPIs

Indicates whether data reliability KPIs have been assigned to the profiling summary’s parent profiling definition.

Fields To Profile

The number of fields on the object being profiled.

Completed Fields %

The percentage of total object fields that have been profiled.

Total Records Profiled

The number of records profiled.

Total Records (Primary)

The number of records profiled by the primary scenario.

Total Records % (Primary)

The percentage of the total records profiled by the primary scenario.

Total Records (Secondary)

The number of records profiled by the secondary scenario.

Total Records % (Secondary)

The percentage of the total records profiled by the secondary scenario.

Profiling Duration Label

The amount of time in minutes and seconds it took the system to run the profiling definition and create a summary.

Last Profiled Date

The date and time of the profiling definition’s most recent run.

Please visit Cuneiform for Salesforce Custom Objects for a complete list of the columns and data captured for each profiling summary.


Congratulations! You’ve completed the walkthrough of the Cuneiform home page – and now understand how to use this page and its tabs to quickly access the Profiling Definition Wizard, existing profiling definitions, and profiling summaries.