Dataset configuration controls aspects of which data is displayed, how duplicates are detected and what happens when duplicates are merged. To configure Transfer datasets, the configuration is accessible from the Transfer dashboard and within the review panel only after you have selected data to upload.
The dataset dialogue consists of 6 tabs.
General
This section is used to name the dataset, select a Salesforce object to import to, selecting records or datasets to compare the data against and the default time zone that the records are being imported to.
Fields
This section is used to select the fields that will be displayed to the user in the review dialog. Field mapping is validated before duplicate analysis begins, dates are auto-converted to the proper format if possible, and lookup fields (__r) are auto-mapped accurately. You can also create mapped fields directly during upload without editing the source file.
Update Rule
This section allows you to specify rules used to select field values to set when updating a matched Salesforce record. You can learn more about Field Value Update Rules by following this link.
Matching Model
This section allows you to specify the matching model used to detect duplicates. You can learn more about machine learning models by following this link.
Transform
This section allows you to specify which fields are eligible to run any of the transform rules that you defined. You can learn more about Transform Rules by following this link.
Once saved, your new dataset will be created, and records will be grouped into two sections - Unmatched records and matched records.
Records can be reviewed, imported and enriched manually or en-mass using Mass Import and Mass Update function.