Data Quality

Understand how Data Quality findings are created, updated, and resolved during scans.

Finding Lifecycle

Data Quality findings go through several stages as your data is scanned and issues are addressed. You can see these timestamps in the Timeline section on each finding card.

Event	What Happens	Timeline Shows
Initial Scan	Finding created when an issue is first detected	Created: [timestamp]
Re-scan (issue exists)	Finding updated to confirm issue still present	Scanned: [updated timestamp]
Re-scan (issue gone)	Finding remains until manually resolved	Scanned: [last scan timestamp]
Merge duplicate	Findings for deleted record auto-resolved	Status changes to Resolved
Manual dismiss	User marks finding as acknowledged	Status changes to Resolved

Finding Statuses

Active

The issue was detected and has not been resolved. Active findings appear in your Data Quality dashboard and affect your health score.

Resolved

The issue has been addressed either manually (dismissed), automatically (merged), or the underlying data was fixed. Resolved findings are hidden by default.

Scan Behavior

Initial Scan

When a record is scanned for the first time, new findings are created for any detected issues. Each finding tracks the specific indicator (e.g., Missing Email, Invalid Phone Format) and the record's health score at detection time. The 'Created' timestamp in the Timeline shows when the finding was first detected.

Re-scanning Records

When records are re-scanned, existing active findings are updated rather than duplicated. The 'Scanned' timestamp in the Timeline is refreshed to show when the issue was last confirmed, and health scores are recalculated.

Understanding the Timeline

Each finding card shows a Timeline with 'Created' (when first detected) and 'Scanned' (when last verified). Compare the 'Scanned' date with your most recent scan to identify stale findings. If a finding hasn't been scanned recently, the underlying record may have been fixed directly in Salesforce.

Health Score Calculation

Each record receives a health score from 0-100 based on three weighted factors:

Activity

40%

Based on LastActivityDate, LastModifiedDate, and engagement recency

Completeness

35%

Percentage of required fields that have values

Validity

25%

Email format, phone format, and other validation checks

Resolution Methods

Manual Resolution

Click 'Dismiss' on any finding to mark it as resolved. Use this when you've fixed the issue in Salesforce or determined it's not actionable.

Automatic (Merge)

When a duplicate record is merged, any findings associated with the deleted record are automatically resolved since the record no longer exists.

Bulk Dismiss

Select multiple findings and dismiss them together. Useful for cleaning up findings that are known false positives or low priority.

Configuration

Data Quality settings are configured per object type. You can enable/disable specific detectors and customize thresholds.

Go to Dashboard > Select Object > Settings tab > Data Quality section to configure detection rules, required fields, and threshold values.

Frequently Asked Questions

Why do I see the same findings after each scan?

Findings persist until resolved because the underlying issues still exist. Each scan updates the 'Scanned' timestamp in the Timeline to confirm the issue is still present. This is by design - it ensures you don't miss real data quality problems.

How do I know if a finding is stale?

Check the 'Scanned' date in the finding's Timeline. If it's older than your most recent scan, the record may have been fixed directly in Salesforce. You can safely dismiss stale findings.

Do findings get auto-resolved when I fix the data?

Currently, findings are only auto-resolved when records are merged. If you fix data directly in Salesforce, you'll need to dismiss the finding manually or wait for a re-scan to confirm the fix.

Why is my health score lower than expected?

Health scores are calculated from three factors: Activity (40%), Completeness (35%), and Validity (25%). Check which indicators are affecting your score and address the highest-impact issues first.

Can I export my findings?

Yes, you can export findings via the API or download them as CSV from the Data Quality dashboard. Use exports for reporting or to share with team members who fix data in Salesforce.

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