Transfer dashboards provide a status overview of your datasets, or sets of data uploaded or to-be uploaded into Salesforce.
Dataset Navigation
Create your own dataset from the "+ ADD DATA SOURCE" button. More about working with Transfer Datasets
Within each dataset, you will see an overview of the number of unmatched records (1), the number of matched records(2) and the total number records within the dataset (3). An important property is the last analysis date indicator (bottom right). Because datasets are collections of Salesforce records that are always changing or increasing, the last analysis date should ideally be kept as low as possible with the latest changes to your import file. New users will also see an updated default dashboard layout with clearer KPIs and cleaner visuals.
List/Tile View
Toggle between the list or Tile view to show additional information about your datasets. In Tile view, the entire tile is now clickable for quicker navigation.
