1. Implementing Customer Data Management for Sales and Fusion Service
  2. Configure Predefined Data Quality Rules to Your Requirements in Application Composer

Configure Predefined Data Quality Rules to Your Requirements in Application Composer

You can configure predefined data quality rules to your requirements in the application composer.

Follow these steps:

  1. In your Sandbox dedicated for Data Quality rules, click the Application Composer icon.

  2. Go to Common Setup and click Data Quality Rules to view the predefined data quality rules. You should be able to see six predefined templates for data quality rules, three for the Contact (Person) entity and three for the Account (Organization) entity. These templates are:

    • ContactSetMaster: Configure rules for determining the master record in contact merges.

    • ContactSetAttribute: Configure attribute survivorship rules for contact merges.

    • ContactMergeAgreement: Configure merge agreement rules for contact records.

    • AccountSetMaster: Configure rules for determining the master record in account merges.

    • AccountSetAttribute: Configure attribute survivorship rules for account merges.

    • AccountMergeAgreement: Configure merge agreement rules for account records.

  3. To configure the merge processing logic for any of these templates, you can:

    • Click the required template.

    • Select the desired row and click Actions > Edit.

  4. Create and save your scripts in the Groovy Script editing interface that's displayed when you click edit for a given survivorship or agreement rule.