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Creating & Managing Data Sets
Configuring Elements & Relationships
Configuring Data Set Fields
Record Matching Methods
Transformations
Event Controls
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Data Set Editor
The Data Set Editor allow you to create, view, and edit data sets and their data set elements. The right side of the Data Set Editor header provides actions that pertain to the whole data set, while actions in the page body pertain to each individual data set element unless otherwise noted.
To access the Data Set Editor, from the Data Sets Home page, click any data set name, data set element name, or New.
The Data Set Editor displays pertinent information for the data set:
- Breadcrumb navigation – Text in the upper left of the header shows the shortest path through the data set element chain from the root deployment object to the current deployment object.
To move between data set elements in the chain, click any individual breadcrumb object name to jump to the data set element for that object. Or traverse the entire data set element chain from the Parent and Child Relationships tabs.
- Data set name – Large text in the header displays the name of the data set.
- Data set contents – In the main body of the editor, various Data Set Editor views display all aspects of the data set and its data set elements. All editing of data set elements takes place in the Tabs view.
Tabs View
The Data Set Editor Tabs view is where all data set and data set element editing takes place.
The data set details appear on four tabs:
- Element Details – Provides access to the attributes and options that pertain to the currently-selected data set element.
- Object Fields – Provides access to the fields of the deployment object of the currently-selected data set element that are available for inclusion in the data set.
- Parent Relationships – Provides access to the Salesforce objects available for inclusion in the data set that are parents of the deployment object of the currently-selected data set element.
- Child Relationships – Provides access to the Salesforce objects available for inclusion in the data set that are children of the deployment object of the currently-selected data set element.
List View
The Data Set Editor List view uses Lightning-experience cards to show key details about the elements and their relationships to each other. No data set or data set element editing takes place in the List view.
Each card displays pertinent information for a data set element:
- Root – Displays a red icon to specify the root element in the data set.