Set Up Data Processing Engine Definition for Site Management
Transform data that's available in different objects to a searchable object by setting
up the Data Processing Engine for site and investigator search. The Data
Processing
Engine joins, calculates, and transforms the data across the required objects and aggregates them
into your search capability.
Required Editions
Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Life
Sciences Cloud or Health Cloud
User Permissions
Needed
To set up the Data Processing Engine definition:
Data Pipeline Base User
Note The Data Processing Engine sources its data from healthcare providers and
healthcare practitioner facilities that conduct research studies. If the number of records
from healthcare practitioner facilities exceeds 1.5 million, the Data Processing Engine can
encounter performance issues. Therefore, Salesforce recommends that you limit these records
to 1.5 million or less. If you want to process more records, contact Salesforce
Support.
Before you set up the Data Processing Engine, enable the Data
Pipeline.
In the Site Management guided setup, under Set Up Site Investigator Search, click
Go to Setup next to Set Up Data Processing Engine.
In the list of Data
Processing
Engine definitions, click
Populate Care Site Investigator Searchable Field.
On the Site Investigator Searchable Field Data Processing Engine definition page, click the
dropdown next to Save, and select Save As.
Specify a name for the new data processing engine definition, and select
Criteria-Based Search and Filter as the process type. If needed, enter
a description.
Save the data processing engine definition.
To update the search conditions for any object in the definition, click the object and add
or update the condition on the Configuration page that opens. Save the changes.
Activate the data processing engine definition.
To clean up the Care Site Investigator Searchable Field entity before you run the Data
Processing Engine, create another data processing engine definition or use a flow.
Schedule the data processing engine definition job to run based on your requirements.
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