Identity | Urls | Value Frequency
- Atlas Can
- Nickolette De Clerck
Table of Contents
About This Report
The Identity | Urls | Value Frequency report identifies the most frequently occurring URL values within the dataset. By analyzing URL field values across different records, this report helps detect commonly used URLs, which may indicate shared resources, duplicated data entries, or potential anomalies in identity resolution.
Create a copy of this report and customize it as a starting point for profiling value-reporting.
The Identity | Urls | Value Frequency report is particularly useful for identifying high-frequency URL values which is crucial for improving identity resolution by detecting duplicate or inconsistent records, ensuring cleaner and more reliable data.
Customizing This Report
The Identity | Urls | Value Frequency 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 a comprehensive analysis of all URL-related field values.
Created Date (Values): Set to "All Time," including all records regardless of when they were created.
Is Latest Summary: Set to "True," ensuring that only the most recent profiling summaries are included for up-to-date analysis.
Record Type: Set to "Profiling Field," focusing the report exclusively on fields that have undergone profiling.
Profiling Definition Category: Set to "Baseline," limiting the analysis to profiling results from the default baseline category.
Profiling Definition Record Type: Set to "CRM," ensuring that only records associated with CRM objects are analyzed.
Is System Field: Set to "False," excluding system-generated fields to focus on user-defined or relevant data fields.
Value Type: Set to "TOP," filtering to display only the most frequently occurring URL values.
Is Empty Value: Set to "False," ensuring that only populated field values are included in the report.
Is Field Populated (Primary): Set to "True," including only records where the primary field has values.
Populated Values (Primary): Greater than 1, ensuring that only fields with multiple occurrences are analyzed.
Populated Records % (Primary): Greater than or equal to 25%, including only fields where at least a quarter of the records have values.
Population Distinctness %: Greater than or equal to 90, ensuring that the report focuses on fields with high uniqueness.
Contact Point Data Type: Set to "URL," filtering the report to analyze URL fields exclusively.
Adding Fields to the Report
This section guides how to customize the Identity | Urls | Value Frequency report by editing and adding fields, enhancing the report’s relevance and detail for specific organizational requirements.
Open the Identity | Urls | Value Frequency 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 | Urls | Value Frequency report to meet specific data assessment needs, ensuring that the report serves as an effective tool for data management and governance within Salesforce.