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            Create Reports on Data Integration Updates

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            Create Reports on Data Integration Updates

            Use reports on data integration status to monitor your accounts, contacts, and leads for records that need attention and to ensure the highest possible match rates.

            Required Editions

            Available in: Professional, Enterprise, Performance, and Unlimited Editions
            User Permissions Needed
            To create or update custom report types: Manage Custom Report Types
            To delete custom report types: Modify All Data
            To create, edit, and delete reports:

            Create and Customize Reports

            AND

            Report Builder
            To run reports: Run Reports
            To schedule reports: Schedule Reports
            1. In Setup, use the Quick Find box to find Report Types.
            2. Create a report type, and select Accounts, Contacts, or Leads as the primary object.

              If you’re working toward complying with data protection and privacy regulations, consider excluding personal data from the report type name and description.

            3. Click Next.
            4. Relate Integration Rule Info to the primary object that you selected.
              • To report only on records processed by a rule, select Each “A” record must have at least one related “B” record.
              • To report on all records, select “A” records may or may not have related “B” records. If you choose this option, when you create reports, you can filter out records that a rule hasn’t processed. Person accounts and other records that a rule hasn’t processed have a data integration status of Blank.
            5. Save the report type.
            6. Create a report using the custom record type you created.
            7. Add the Integration Rule Info fields to the report. Zero in on the information you want to see by adding filters to the report.
            Example
            Example

            To help ensure the highest possible match rates, group records by data integration status, such as Not Found, Different, and Skipped. Then inspect individual records in the report. To focus on records processed by a specific rule, filter for Description fields containing the rule’s name.

            Not Found
            The rule processed records with a status of Not Found, but the records weren’t matched to records in a data service. Inspect these records to ensure that the data in the fields the rule uses for matching are in good shape. Missing or incorrect data can prevent matching.
            Different
            Inspect records with a status of Different to confirm each record’s field values or overwrite selected fields with values from the data service.
            Skipped
            Inspect records with a status of Skipped to see what validation or trigger error prevented the Salesforce record from being matched or updated.

            See Also

             
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