Data Assessment Tasks

The Data Assessment task allows you to evaluate the quality of your Salesforce data. It generates graphical dashboards that measure field completeness, field conformance, record duplication, and address validity for each Salesforce object. You can run Data Assessment tasks on an on-going basis to show trends in the data quality.

A Data Assessment task is a process that you configure to analyze the quality of a data set. You can create one or more Data Assessment tasks for each Salesforce object. When you create a Data Assessment task, you specify the Salesforce object and the quality metrics to include in the plan. Each data quality metric provides a particular type of data quality analysis.

You can configure filters on the data and thresholds, which determine unacceptable, acceptable, and good data. Optionally, assign a Data Assessment task to a schedule to run it at a specified time or at regular intervals.

When you run the Data Assessment task, the Data Assessment task runs the quality check for each data quality metric included in the plan and publishes the results in a scorecard. You can view the scorecard of a Data Assessment task on the dashboard and on the Data Assessment Results page. You can also export and analyze the underlying Salesforce records that determine the scorecard results.