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Configure Data Processing Engine for Trial Search

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Configure Data Processing Engine for Trial Search

Use the Data Processing Engine definition in the Clinical Trial Search feature to populate data from multiple objects into a single Research Study Searchable Field. Before you enable this feature, configure the necessary licenses and permissions in your Salesforce org.

Required Editions

Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Life Sciences Cloud or Health Cloud and the Participant Enrollment Add-On license
User Permissions Needed
To enable Criteria-Based Search and Filter and Data Pipelines:

Data Pipelines Base User

AND

Criteria-Based Search and Filter permission set
To run a Data Processing Engine definition:

Customize Application

Modify All Data

Data Pipelines Base User
   

Before you execute the Data Processing Engine definition, set up all the necessary data: Care Programs, Care Program Details, Care Program Sites, and Locations.

  1. Enable Data Pipelines. For more information, see Enable Data Pipelines.
  2. Enable Criteria Based Search & Filter.
    For more information, see Set Up Criteria-Based Search and Filter.
  3. To open the Data Processing Engine definitions page, in Setup, find and select Data Processing Engine.
  4. To open the built-in Data Processing Engine definition, click Populate Research Study Searchable Field.
    To configure or add new nodes, see Configure a Data Processing Engine Node.
  5. To save the Data Processing Engine in your org with a custom name, click Save As.
  6. Click Activate on the builder header.
    Before you execute the Data Processing Engine definition, set up all the necessary data (Care Programs, Care Program Details, Care Program Sites, Locations).
  7. To execute the Data Processing Engine definition, click Run Definition on the builder header.
    Whenever you update the data in any records, you must run the data processing engine definition. Use a scheduled flow or directly run the definition from the builder to regularly synchronize the data in the Research Study Searchable Field.
 
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