Identity Resolution | CP | Clean-Up
- Atlas Can
- Nickolette De Clerck
Table of Contents
About This Report
The Identity Resolution | CP | Clean-Up report focuses on identifying the most frequently occurring values within profiled identity-resolution fields that require data clean-up. This report helps pinpoint redundant or inconsistent contact point (CP) records, improving overall data quality and accuracy.
Create a copy of this report and customize it as a starting point for profiling value-reporting.
The Identity Resolution | CP | Clean-Up report is crucial for maintaining accurate and reliable contact data, reducing duplication, and ensuring consistency across identity-resolution processes. Clean and standardized data improves operational efficiency, enhances customer interactions, and supports better decision-making in data-driven initiatives.
Customizing This Report
The Identity Resolution | CP | Clean-Up report uses a set of specific filters to refine and target the profiling results displayed. These filters are critical in isolating the most relevant data fields across different Salesforce objects such as Account, Case, and Lead. For example, you can change the Profiling Value Results records based on their Created Date field.
Editing Filter Criteria
You can change the filters by clicking the Filter icon in the report. The opened menu shows which filters are locked that come with each report. You can change these unlocked filters according to your needs and can also add additional filters by clicking the Edit button.
Here’s an overview of the filters applied to this report by default:
Show Me: Displays all profiling value results, ensuring that no data is excluded from the analysis of profiled identity resolution fields.
Created Date (Values): Set to "All Time," meaning values created at any point are included in the report.
Is Latest Summary: Set to "True," ensuring that only the most recent profiling summaries are included, keeping the data current.
Record Type: Displays profiling value results, limiting the analysis to fields that have undergone profiling.
Profiling Definition Category: Set to "Baseline," focusing on profiling results from the standard baseline category.
Profiling Definition Record Type: Displays only CRM records, ensuring that the report is limited to fields associated with Salesforce CRM objects.
Is System Field: Set to "False," meaning system fields are excluded, allowing the analysis to focus on user-created and non-system fields.
Value Type: Set to "TOP," ensuring that only the most frequently occurring values are included in the analysis.
Is Empty Value: Set to "False," meaning the report excludes empty field values, ensuring only populated values are analyzed.
Is Field Populated (Primary): Set to "True," ensuring that only fields with at least one populated value are included in the report.
Populated Values (Primary): Set to "greater or equal 1," meaning only fields with at least one populated value are considered.
Value Length: Set to "less or equal 10," restricting the analysis to values with a length of 10 characters or fewer.
Population Distinctness %: Set to "greater or equal 90," filtering for values with high uniqueness within the dataset.
Contact Point Data Type: Includes only Email, Phone, Address and URL fields, ensuring that only contact point-related fields are analyzed.
Profiled Field Label: Contains "Street," limiting the report to fields related to street addresses.
Adding Fields to the Report
This section guides how to customize the Identity Resolution | CP | Clean-Up report by editing and adding fields, enhancing the report’s relevance and detail for specific organizational requirements.
Open the Identity Resolution | CP | Clean-Up report in your Salesforce environment and click the Edit button.
Select Fields on the left to open the list of all fields available on the object.
Use the Search all fields… option at the top of the Select Fields on the left to open the list of all fields available on the object panel to find specific fields you want to include in the report.
Double-click fields to add them to the list of columns appearing in the report, and drag and drop fields within the Columns list to change their order. You can also drag and drop fields from the list of fields to the Columns list.
Once you have finished editing and adding fields:
Click the Save button to preserve your changes.
To update the report contents based on any changes you made, click Run. This will generate the report based on the current set of filters and fields you’ve configured.
This approach allows users to tailor the Identity Resolution | CP | Clean-Up report to meet specific data assessment needs, ensuring that the report serves as an effective tool for data management and governance within Salesforce.