Configuring a Data Assessment Task
Complete the following steps to configure a Data Assessment task:
- 1. Configure the source.
- 2. Configure quality metrics.
- 3. Optionally, configure data filters.
- 4. Optionally, configure scorecard thresholds.
- 5. Optionally, configure a schedule.
When you configure a Data Assessment task, you can save your work at any time. You can choose one of the following options:
- •Save and continue
- •Save and run
- •Save and close
Step 1. Configure the Source
Configure a Data Assessment task for one Salesforce object. After you define the plan attributes, specify the Salesforce account, and then select the corresponding Salesforce object.
To configure the source:
1. To create a Data Assessment task, click Task Wizards > Data Assessment > Tasks, and then click New.
To edit a Data Assessment task, click Task Wizards > Data Assessment > Tasks, click the name of the Data Assessment task, and then click Edit.
2. On the Source page, update the following details:
Field | Description |
|---|
Task Name | Name of the Data Assessment task. The task names must be unique within the organization. Task names can contain alphanumeric characters, spaces, and the following special characters: _ . + - Task names are not case sensitive. |
Description | Description of the Data Assessment task. |
Source Connection | Connection to a valid Salesforce account. Select a connection. To create a connection, click New. To edit a connection, click View, and in the View Connection dialog box, click Edit. |
Data Object | Salesforce object on which you want to run the Data Assessment task. Informatica Cloud displays all Salesforce objects on which you can run a Data Assessment task. Field names in the Salesforce objects cannot contain spaces or hyphens. |
Display Technical Field Names Instead of Labels | Displays technical names instead of business names. Not available for all connection types. |
3. Click Next.
Step 2. Configure Quality Metrics
Add one or more of the following quality metrics to a Data Assessment task to analyze the quality of the Salesforce data:
- •Address Validation
- •Completeness
- •Conformance
- •Duplicates
When you include a quality metric in a plan, Informatica Cloud shows all fields included in the plan. All field names appear in Salesforce. When you add a Completeness, Conformance, or Duplicates quality metric, you can add or remove fields in the quality metric. Add a field to the quality metric to perform the quality check on the field. Fields that are greyed out cannot be added to a quality metric.
You may not be able to include a quality metric in a Data Assessment task for a particular Salesforce object. Some quality metrics are not applicable for all Salesforce objects. For example, you cannot include the Address Validation quality metric in a Data Assessment task for the Opportunity object. The Opportunity object does not contain address fields.
You must add at least one data quality metric to a Data Assessment task. Each data quality metric must have at least one field enabled for the quality check.
To add or change quality metrics:
1. On the Quality Metrics page, update the following details:
Field | Description |
|---|
Duplicates | Adds the Duplicates quality metric to the plan. |
Customize Weights | Customizes the weights for each field included in the Duplicates quality metric definition in the plan. |
Completeness | Adds the Completeness quality metric to the plan. |
Conformance | Adds the Conformance quality metric to the plan. |
Address Validation | Adds the Address Validation quality metric to the plan. |
Customize Field Mapping | Customizes the mapping between fields in Salesforce objects and fields in the Data Assessment task. |
2. Click Next.
Removing a Quality Metric
To remove a quality metric:
Clear the checkbox for the quality metric that you want to remove, and then click Save.
Step 3. Configure Data Filters
You can add, change, or delete data filters from a Data Assessment task. Add data filters to filter the number of records on which you run the Data Assessment task. Delete a data filter to remove a restriction on the number of records processed by the Data Assessment task.
Rules and Guidelines for Data Filters in Data Assessment Tasks
Use the following rules and guidelines when you configure a data filter for a Data Assessment task:
- •When you enter a number, you can include decimals, but not commas.
- •When you write Salesforce data to a database target, verify that the Salesforce data uses the required formats for the following date and time datatypes:
Datatype | Required Format |
|---|
Date | yyyy-MM-dd |
DateTime | yyyy-MM-dd HH:mm:ss |
If the Salesforce source contains a date and no time for the datetime datatype, the Data Assessment task appends ‘00:00:00' at the end of the date value to ensure the value is in the required format. When you write to a database target, the Data Assessment task converts the Salesforce date and datetime data to the correct format expected by the database.
- •The data filter must contain valid SQL or SOQL operators.
- •When you include a Salesforce ID field in a filter, enter the exact ID value. If you enter a dummy ID value, the SOQL query fails.
Configuring a Data Filter
1. On the Data Filters page, enter the following details, and then click Save:
Field | Description |
|---|
Row Limit | Select one of the following options: - - No Limit. Processes all records for the Salesforce object.
- - Process Only the First. Processes the first X rows, where X is the number of rows. You might choose to process the first set of rows to test the task.
|
Drilldown | Select one of the following options: - - Enabled. Enables users to analyze Salesforce records with bad data quality based on the quality metrics included in the Data Assessment task.
- - Disabled. Disables drilldown capability.
|
Data Filters | Click New to create a data filter. You can create simple or advanced data filters. |
To delete a data filter, click the Delete icon next to the data filter.
2. Click Next.
Step 4. Configure Scorecard Thresholds
Configure scorecard thresholds to determine unacceptable, acceptable, and good data. The Data Assessment task assigns a score to a Data Assessment task and then rates the score based on the thresholds. The charts in the dashboard and Data Assessment Results page show the thresholds for the Data Assessment tasks.
Step 5. Configure a Schedule
You can run the Data Assessment task manually or schedule it to run at a specific time or on a time interval.
1. On the Schedule page, choose whether to run the task on a schedule or without a schedule.
2. To run a task on a schedule, click Run this task on schedule and select the schedule you want to use.
To create a new schedule, click New. Enter schedule details and click OK.
To remove the task from a schedule, click Do not run this task on a schedule.
3. If you want the scorecard for the task to display on the dashboard, for Add to Dashboard, click True. If you do not want the scorecard to display, click False.
4. Configure email notification options:
Field | Description |
|---|
Use Default Email Notification Options for my Organization | Use the email notification options configured for the organization. |
Use Custom Email Notification Options for this Task | Use the email notification options configured for the task. You can send email to different addresses based on the status of the task: - - Failure Email Notification. Sends email to the listed addresses when the task fails to complete.
- - Success Email Notification. Sends email to the listed addresses when the task completes without errors.
Use commas to separate a list of email addresses. When you select this option, email notification options configured for the organization are not used. |
5. Click Save.