Profiling Definitions Walkthrough

This page introduces the Cuneiform for CRM and Data Cloud profiling definition record detail page. Profiling definitions represent the configuration used to profile Salesforce objects, fields, and records.

APPLIES TO | CUNEIFORM FOR CRM CUNEIFORM FOR DATA CLOUD

Table of Contents

1 Introduction to Profiling Definition Records
2 Accessing Profiling Definitions
3 The Profiling Definition Record Detail Page
- 3.1 Metadata and Configuration Summary
- 3.2 Quick Actions
4 Inspect Key Profiling Details
- 4.1 Profiling Summaries
- 4.2 Data Reliability KPIs
- 4.3 Profiling Exceptions
- 4.4 Record Detail

Introduction to Profiling Definition Records

Profiling definitions represent the configuration used to profile Salesforce objects, fields, and records and are the parent or top-level object of the Cuneiform for CRM domain objects.

The Profiling Definition custom object captures profiling characteristics describing which
Salesforce objects, fields, and records will be profiled by Cuneiform for CRM.

Accessing Profiling Definitions

You can access profiling definitions from two areas within Cuneiform for CRM and Data Cloud: the Profiling Definitions tab on the application home page or the Profiling Definitions drop-down from the navigation bar, as shown below:

The Profiling Definition Record Detail Page

From a profiling definition’s record detail page, you can access basic information about the definition, like statuses, the number of fields profiled, the last profiled date, and the profiling definition’s results in the form of profiling summaries and data reliability KPIs.

Metadata and Configuration Summary

The profiling definition page header includes a summary of definition characteristics describing the definition’s configuration and the last time it was used to profile records within your CRM.

Item	Description and Purpose

Item	Description and Purpose
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.
Is Metadata Only	Indicates whether the profiling definition is configured only to analyze the selected object’s metadata. The metadata profiling insight is only available for Cuneiform for CRM: Field and Data Management and Business Data Reliability.
Has Secondary Scenario	Indicates whether the profiling definition has an additional set of record filters to profile 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 definition.
Last Profiled Date	The date and time of the profiling definition’s most recent run.

Quick Actions

A profiling definition record detail page includes Quick Action buttons used to view the most recent profiling summary, run the profiling definition, clone the profiling definition, and more.

The Quick Action buttons available here may vary based on the record’s activity.

Quick Action Name	Description and Purpose

Quick Action Name	Description and Purpose
Latest Summary	This action directs the user to the profiling definition’s most recent profiling summary record detail page, which gives you immediate access to the profiling definition’s most recent results.
Profile	This action initiates the profiling definition to analyze the object and its fields, as defined by the profiling definition’s scenario(s).
Clone	This action generates an editable copy of the selected profiling definition, allowing you to easily create similar profiles with slight modifications in filters and specifications without altering the original.
Assign KPIs	If no KPIs are assigned to the selected profiling definition, this action opens the KPI Assignment Wizard. You can use the KPI Assignment Wizard to assign data reliability KPIs to a profiling definition, allowing the system to take KPI measurements each time the profiling definition is run. For more information, refer to Measure Data Quality and Business Impact.
Manage KPIs	If the selected profiling definition has KPIs assigned to it, this action opens the KPI Assignment Wizard. This wizard allows you to monitor the quality of your data and its impact on your business. Upon confirming your selection, you may immediately profile a Salesforce object using this function.
Edit	This action launches the Profiling Definition Wizard. For profiling definitions that have already been run, you can use this feature to edit the profiling fields, name, category, or description of the profiling definition.
Remove KPIs	If the selected profiling definition has KPIs assigned to it, this action initiates the removal of data reliability KPIs from the definition. Once those KPIs are removed, no new KPI metrics will be recorded in subsequent profiling summaries. All previously existing KPI metric records will remain.
Purge Results	This action removes all profiling summaries associated with the selected profiling definition.
Delete	This action deletes the selected profiling definition.

Inspect Key Profiling Details

Once a profiling definition is run, you can use the tabs on the record detail page to quickly access profiling summaries (or the results of a profiling run), data reliability KPIs (if any have been assigned to the profiling definition), profiling exceptions, and additional record details.

Profiling Summaries

The Profiling Summaries tab provides a concise overview of all profiling summaries linked to a specific definition. Each time you run a profiling definition, Cuneiform generates another summary capturing the usage of objects, fields, and values at that particular moment, acting as a snapshot of the object in that moment.

Additionally, the Profiling Summaries tab lists profiling requests associated with the definition. A profiling request is created to queue the action whenever you run a profiling definition. Using profiling requests to queue actions in your org means that too many simultaneous actions can’t overburden it.

Data Reliability KPIs

The Data Reliability KPIs tab provides an overview of KPI results linked to the profiling definition.

If data reliability KPIs are assigned to a profiling definition, each time a profiling definition is run, the calculations defined by the KPIs are made. KPIs can help you and your organization pinpoint issues and trends within your data and measure prioritized data quality improvement progress over time.

KPIs aren’t automatically assigned to profiling definitions. Visit Measure Data Quality and Business Impact for more information on enhancing your profiling definitions with KPIs.

Profiling Exceptions

The Profiling Exceptions tab shows errors, exceptions, and failures captured by Cuneiform. The Unassociated Exceptions tab lists profiling exceptions caught for all records, and the Associated Exceptions tab lists profiling exceptions caught for the selected profiling definition.

Record Detail

The Record Detail tab displays all profiling configuration details and statuses associated with the profiling definition.

Congratulations! You’ve completed our Profiling Definitions navigation guide. You should also review our Cuneiform for CRM Custom Objects documentation to read granular descriptions of the fields that capture profiling insights.