FAQ and Troubleshooting Guide

To access the reports in this section, install and configure our free packages: Cuneiform for CRM: Field and Data Management and Cuneiform for CRM: Data Health Reports. For setup instructions, see Setup Field and Data Management and Install Data Health Reports.

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Welcome to the Cuneiform for CRM: Data Health Reports FAQ page. Empower yourself to resolve many profiling and reporting challenges independently, ensuring a streamlined experience with the Cuneiform for CRM: Field and Data Management.

Our goal is to equip you with robust solutions for various issues, from configuring categories and managing profiling definitions to understanding Salesforce-related factors affecting report data availability.

Frequently Asked Questions

1 Why isn’t my report populating?
2 Why don’t my profiling results appear in my report?
3 How can I improve the performance of my reports?

Why isn’t my report populating?

Most Data Health Reports package reports, with the exception of the Exception Logs reports, only display results from profiling definitions categorized as Baseline.

Baseline profiling in data management refers to the initial process of systematically analyzing and documenting the characteristics of a dataset to establish a reference point or Baseline for its content, structure, and quality.

Every company has a different objective and approach to data management, which is why the Baseline profile as a category can be different for each organization. Let’s take a look at simplified key steps for data profiling:

Identify Data Sources: List all data sources that contain the data you want to profile.
Select Data Sets: Choose specific objects or records that are critical to your business processes.
Determine Objectives: Clarify what you aim to achieve with profiling, improving data quality, preparing for migration, compliance checks, etc.

Example Scenario:

A company plans to implement a new customer relationship management (CRM) system. Before migration, they perform baseline profiling on their existing customer data to:

Identify and correct duplicate records.
Standardize email address formats for consistency.
Ensure all critical fields (like Email and specific custom fields) are populated.
Understand the distribution of customer demographics for targeted marketing.

Example of Baseline Profiling Output:

Here’s a simplified version of what a baseline profiling report might look like for a dataset with customer information:

Salesforce Field	Data Type	Completeness	Min Length	Max Length	Unique Values	Avg Length	Anomaly

Salesforce Field	Data Type	Completeness	Min Length	Max Length	Unique Values	Avg Length	Anomaly
Id	Id	100%	-	-	100%	-	None
Name	String	100%	1	255	80%	15	None
Email	String	90%	0	255	95%	18	Invalid formats
SLA_Expiration_Date__c	Date	50%	-	-	50%	-	None

By establishing this baseline, the company can better manage the data migration process, improve data quality in the new system, and set up ongoing data quality monitoring procedures.

Check and update the profiling definition category

Whether creating a new Profiling Definition Category or using records from Cuneiform for CRM: Data Health Reports, you can find the profiling definition category in the record detail tab of the record page.

Let’s look at the steps for creating your Profile Definition Category:

Access Profiling Definitions: Go to the Cuneiform dashboard and navigate to the Profiling Definitions section.
Create or Edit a Definition: Select the profiling definition you want to categorize or create a new one if necessary.
Set Definition Category: In the Definition Category field, set Baseline to designate this definition as a core profiling component.
Save the Category: Confirm and save changes. Cuneiform will automatically tag this category across all related profiling results, ensuring visibility in data health reports.
Impact on Existing Results: When you set or update a profiling definition’s category, prior results associated with the definition inherit this category, maintaining continuity in data visibility.

The profiling definition category separates core profiling definitions from others, ensuring critical data health metrics are reliably visible in reports. You can find a detailed guide to creating your profiling definition and profiling definition category on this page.

Why don’t my profiling results appear in my report?

Reports rely on a successful profiling run and the creation of profiling summaries. However, data may not display if there are Salesforce-related settings or compatibility issues affecting data visibility and other profiling exceptions.

Check profiling definition and summary statuses: Verify that the profiling definition has completed at least one run and that the profiling summary has been generated.
Check Cuneiform and Salesforce permissions: Check that users have the appropriate access rights to the data objects in question and Manage User Access page for Cuneiform for CRM. In Salesforce, restricted permissions can prevent certain data from being accessed and displayed in reports.
- Field-Level Security Settings: Salesforce’s field level security (FLS) settings can restrict certain fields from appearing in reports if they’re not accessible by the user running the profiling definition.
- Record-Level Access: Ensure that the records being profiled are accessible to the Salesforce user associated with the report. If your profile doesn’t have Read access to the fields used as report filters, these filters will not be applied when you’re viewing a report. Record access, controlled by sharing rules, role hierarchy, and permission sets, can affect report data visibility.
- Report Filters: Expand your time frame filters and Filter Condition Logic. For example, select All Time for Range, or select a broader custom range.

Make sure to include a broader time range while thinking about the report performance impact, especially for Large Data Volume orgs.

Check Org Limitations: In Salesforce orgs, there are limits for storage, API call usage, or governor limits, which can prevent reports from populating correctly.
- Data Refresh Delays: If your organization uses large datasets, Salesforce may require additional time to refresh and display updated data. Check for delays in your data refresh schedule.
- Object Limits: Reports may fail to show data if object limits in Salesforce are reached. For example, a Salesforce org cannot have more than 900 custom fields on most object types. Overloaded custom objects can also impact reporting performance.

One of the most common mistakes in reporting is to showcase only the records you own.

How can I improve the performance of my reports?

Large datasets or complex profiling definitions can impact report load times. To optimize performance, check out the related Salesforce help pages:
Troubleshoot Reports
Improve Report Performance