Identity Resolution | CP | Populated %
- Atlas Can
- Nickolette De Clerck
Table of Contents
About This Report
The Identity Resolution | CP | Populated % report evaluates the population rates of contact point fields that support identity resolution, providing insights into data completeness and availability. By measuring the percentage of populated fields, it helps assess the effectiveness of identity resolution processes within the dataset.
Create a copy of this report and customize it as a starting point for profiling field-reporting.
The Identity Resolution | CP | Populated % report is important for ensuring that identity resolution processes are based on accurate and complete data, which directly impacts the effectiveness of matching and linking identities. It helps identify data gaps, allowing for targeted improvements to enhance overall data quality and reliability.
Customizing This Report
The Identity Resolution | CP | Populated % 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 Field 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 field results, ensuring a comprehensive analysis across all relevant Salesforce objects.
Created Date (Fields): Set to "All Time," meaning the report includes profiling results for fields regardless of when they were created.
Is Latest Summary: Set to "True," ensuring only the most recent profiling summaries are included, keeping the data up to date.
Record Type: Set to "Profiling Field," limiting the report to fields that have been specifically analyzed in the profiling process.
Profiling Definition Category: Set to "Baseline," focusing the report on standard profiling scenarios that serve as reference points for analysis.
Profiling Definition Record Type: Displays only CRM records, ensuring that the analysis is restricted to fields associated with Salesforce CRM objects.
Is System Field: Set to "False," excluding system-generated fields so that the analysis focuses on user-created or relevant fields.
Is Field Populated (Primary): Set to "True," filtering out any fields that are completely empty to focus on fields with some data population.
Populated Records % (Primary): Greater than or equal to 25%, ensuring only fields with a minimum level of data population are included.
Population Distinctness %: Greater than or equal to 90, meaning that only fields with high uniqueness in their data values are considered.
Contact Point Data Type: Includes "Email," "Phone," and "URL," filtering the report to show only identity resolution-supported contact point fields.
Contact Point Data Type: Also includes "Address," ensuring that address fields are part of the identity resolution analysis.
Profiled Field Label: Contains "Street," ensuring that the report highlights fields related to street addresses within the data set.
Adding Fields to the Report
This section guides how to customize the Identity Resolution | CP | Populated % report by editing and adding fields, enhancing the report’s relevance and detail for specific organizational requirements.
Open the Identity Resolution | CP | Populated % 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 | Populated % report to meet specific data assessment needs, ensuring that the report serves as an effective tool for data management and governance within Salesforce.