Identity | Emails | Value Frequency
- Atlas Can
- Nickolette De Clerck
Table of Contents
About This Report
The Identity | Emails | Value Frequency report provides an analysis of high-frequency email address values. It identifies the most commonly occurring email field values, offering insights into data duplication, potential anomalies, and trends in email identity resolution.
Create a copy of this report and customize it as a starting point for profiling value-reporting.
The Identity | Emails | Value Frequency report is particularly useful for detecting recurring email patterns, assessing data consistency, and refining identity resolution strategies. By highlighting frequently used email values, it aids in ensuring data integrity and improving the accuracy of identity matching processes.
Customizing This Report
The Identity | Emails | 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 that no relevant data is excluded from the analysis.
Created Date (Values): Set to "All Time," allowing the inclusion of all values regardless of their creation date.
Is Latest Summary: Set to "True," ensuring that only the most recent profiling summaries are displayed to provide up-to-date insights.
Record Type: Displays fields categorized under "Profiling Field," ensuring that only fields undergoing profiling are included in the report.
Profiling Definition Category: Set to "Baseline," limiting the report to profiling results from the standard baseline category.
Profiling Definition Record Type: Set to "CRM," ensuring that the analysis focuses only on CRM-related data.
Is System Field: Set to "False," excluding system fields so the report focuses on user-created or relevant fields.
Value Type: Set to "TOP," filtering to show only the most frequently occurring values in the dataset.
Is Empty Value: Set to "False," excluding records where the email field is empty to focus on meaningful data.
Is Field Populated (Primary): Set to "True," ensuring only fields with actual data are analyzed.
Populated Values (Primary): Greater than 1, filtering out records with single occurrences to focus on frequently used values.
Populated Records % (Primary): Set to greater or equal to 25%, ensuring that only values appearing in a significant portion of the dataset are included.
Population Distinctness %: Greater or equal to 90%, highlighting values with high uniqueness or distinctiveness in the dataset.
Contact Point Data Type: Set to "Email," ensuring the report exclusively analyzes email fields.
Adding Fields to the Report
This section guides how to customize the Identity | Emails | Value Frequency report by editing and adding fields, enhancing the report’s relevance and detail for specific organizational requirements.
Open the Identity | Emails | 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 | Emails | 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.