Dataset configurations control all aspect of which data is displayed, analyzed and verified. For existing datasets, the configuration is accessible from the BRUSHR dashboard and within the review panel. The configuration panel is always shown when creating a new dataset.
The dataset dialogue consists of 5 tabs.
This section is used to name the dataset and select a Salesforce object.
This section is used to select the fields that will be displayed to the user in the review dialog.
This section allows users to specify a custom filter for the dataset. This adds more flexibility to focus Brushr analytics and data management on a specific slice of data. Users can add a filter by selecting a field from the drop-down list and then adding criteria and values.
Note: Switch to SOQL Mode to create a filter using Salesforce SOQL
This section allows you to specify which fields are eligible for verification. DataGroomr supports verification of email addresses, phone numbers and mailing addresses. Editing individual verification action will let you configure synchronization of verification results to Salesforce, including Verification Status, Verification Score and Verification Date and enable automatic replacement of the invalid values to the suggested values for emails and addresses.
This section allows you to specify which fields are eligible to run any of the transform rules that you defined.
Learn more about Transform Rules