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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:

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.

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:

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: