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About Salesforce Data 360
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          Build and Manage Data Graphs

          Build and Manage Data Graphs

          Create and manage data graphs in Data 360. You can view a data graph using the Data 360 user interface or an API.

          To access data graph data, use Data 360 Metadata or Query API.

          • Create a Data Graph
            Before creating a data graph in Data 360, decide which existing data model object (DMO) to use as the primary DMO. The primary DMO determines which related objects you can include in the data graph.
          • Create a Data Graph from a Data Kit
            Avoid the time involved in creating a data graph manually by using a data graph from a published data kit. You can deploy a data kit containing data graphs using both managed and unmanaged packages. Changes that you make to the original data graph don’t affect the data graph in the data kit.
          • Add Calculated Insights to a Data Graph
            In Data 360, you can include calculated insights in a data graph as long as they’re based on a data model object (DMO) that’s also included in the data graph. The DMO’s primary key field must be configured as a dimension on the calculated insight object (CIO). You can add a CIO only at the root of a data graph. You can’t add a CIO as a child node under another object.
          • View Data Graph Properties and JSON Structure
            Use a list view to see data graph properties, including the primary data model object (DMO), data graph status, and structure. Additionally, you can copy a data graph’s JSON structure from its record home page.
          • Edit a Data Graph
            You can change a data graph’s name and description, associate new data model objects (DMO), and make additive changes to the existing primary and associated DMOs.
          • Clone a Data Graph
            When you clone a data graph, the clone inherits the data space and primary data model object (DMO) from the original data graph. You can’t change the data space or primary DMO, but you can select different related objects and fields. You can also change the cloned data graph’s name, API name, filter settings, and description.
          • Delete a Data Graph
            In Data 360, when you delete a data graph, the record’s DMO schema structure and the queryable JSON blob are also deleted. Deleting a data graph removes it and all related data. You can’t undo this action or retrieve a deleted data graph.
          • Refresh a Data Graph
            In Data 360, you set a refresh schedule for a data graph when you first create it, and later you can update the schedule. Refreshing a data graph updates its underlying data with changes that occurred since the last refresh. You can also manually refresh a data graph as needed.
          • Manage Data Returned in Data Graphs
            Use conditions and sort and limit to manage the data that’s included in a data graph. Conditions control which records are included based on conditions, while child record limits control how many related child records are returned. Together, these features reduce storage, improve performance, and include only the most relevant data. The sort and limit and condition filters can be applied together for better performance.
          • Record Caching and User Session Length in Real-Time Data Graphs
            Configure your real-time data graph to manage the number of records held in the cache and user session length.
          • Session Extension in Real-Time Data Graphs
            To maintain consistency between a real-time data graph and a standard data graph, session extension preserves your data for a longer period while the standard graph updates.
          • Data Graph Refresh History
            Use Refresh History to see a list of recent refresh events associated with a specific data graph. Refresh information varies based on the refresh schedule selected for the data graph. The refresh history tab includes the most recent refresh runs.
           
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