Identity | Addresses | Value Frequency
- Atlas Can
- Nickolette De Clerck
Table of Contents
About This Report
The Identity | Addresses | Value Frequency report identifies the most frequently occurring address field values within the dataset. By analyzing address value frequency, this report helps highlight commonalities and potential anomalies in identity resolution processes.
Create a copy of this report and customize it as a starting point for profiling value-reporting.
The Identity | Addresses | Value Frequency report is useful since frequent address values may indicate data clustering, shared addresses among multiple records, or potential duplicates requiring further validation. Reviewing the report filter criteria ensures a precise focus on relevant address data points.
Customizing This Report
The Identity | Addresses | 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 comprehensive analysis of address field occurrences.
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 only the most recent profiling summaries are shown, keeping data current.
Record Type: Set to "Profiling Field," limiting the analysis to address fields that have been specifically profiled.
Profiling Definition Category: Set to "Baseline," focusing on profiling results from the standard baseline category.
Profiling Definition Record Type: Set to "CRM," restricting the analysis to CRM-related records.
Is System Field: Set to "False," excluding system-generated fields and focusing on user-defined address fields.
Value Type: Set to "Top," displaying only the most frequently occurring address values in the dataset.
Is Empty Value: Set to "False," ensuring that only populated address values are considered in the analysis.
Field Populated (Primary): Set to "True," including only primary address fields that contain values.
Populated Values (Primary): Set to greater than 1, filtering out address fields with a single occurrence.
Total Populated Records % (Profiled): Set to greater or equal to 15%, ensuring that address fields with sufficient data presence are analyzed.
Population Distinctness % Profiled: Set to greater or equal to 90, focusing on fields with a high level of distinct address values.
Contact Point Data Type: Set to "Address," restricting the report to address-related data fields only.
Profiled Field Label: Contains "Street," ensuring that only fields labeled with "Street" are analyzed in the report.
Adding Fields to the Report
This section guides how to customize the Identity | Addresses | Value Frequency report by editing and adding fields, enhancing the report’s relevance and detail for specific organizational requirements.
Open the Identity | Addresses | 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 | Addresses | 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.