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Design a Simple Dataset with Dataset Builder

Use Dataset Builder to create a single dataset based on data from one or more related Salesforce objects. Dataset Builder adds the instructions for building the dataset to the specified dataflow. The dataset is created the next time the dataflow runs, and refreshes each time the dataflow runs thereafter. To edit the dataflow, use the Dataflow Editor.

Required Editions

Available in: Salesforce Classic and Lightning Experience
Available for an additional cost in: Enterprise, Performance, and Unlimited Editions
User Permissions Needed
To access the dataset builder: Edit CRM Analytics Dataflows
  1. On the home page or on an app page, click Create | Dataset.
  2. Click Salesforce Data.
    The New Dataset dialog opens.
    The new dataset dialog asks for a dataset name and the name of the dataflow to add the dataset to
  3. Enter a name for the dataset.
    Note
    Note If you enter a dataset name that is already used, when you create the dataset, Dataset Builder appends a number to the dataset name. For example, if you entered MyOpportunities, Dataset Builder creates MyOpportunities1. The dataset name can’t exceed 80 characters.
  4. Select a dataflow to add the transformations to. You can select an existing dataflow, or a new dataflow.
    1. To add the transformations to an existing dataflow, select Add to existing dataflow, and then select the dataflow from the list.
    2. To add the transformations to a new dataflow, select Add to new dataflow, and then enter a name for the new dataflow.
    Note
    Note The option to add to a new dataflow is only available if you have enabled data sync in your org. See Enable Data Sync and Connections.
  5. Click Next.
    Dataset Builder opens inside the Dataflow Editor.
    The dataset builder displays a list of all objects that you can select as the root object.
  6. Select the root object.
    The root object is the lowest level child object that you can add to the canvas. After you select the root object, you can add only parent objects of the root object—you can’t add its child objects. To change the root object, refresh the page and start over.
  7. Hover over the root object, and then click Add button.
    The Select Fields dialog box appears. By default, the Fields tab appears.
    The Fields tab shows a list of all fields from which you can extract data.
    Note
    Note You can view this dialog box for any object included in the canvas.
  8. In the Fields tab, select the fields from which you want to extract data.
    To locate fields more quickly, you can search for them or sort them by name or type.
    Important
    Important Select at least one field for each object that you add to the canvas. If you add an object and don’t add any of its fields, the dataflow fails at run time.
  9. In the Relationships tab, click Join to add the related objects to the canvas.
    When you add a related object, the related object appears on the canvas.
    The canvas shows all related objects that you select in the Relationships tab.
  10. To remove a related object, click Delete.
    Warning
    Warning When you delete a related object, you also delete all objects that descend from the related object. For example, if you delete Account shown below, you delete the branch that contains Account and User.
    The canvas shows Opportunity as the root object and Account and User as related objects. The canvas also shows User as a related object to the Account object.
  11. For each related object, select the fields from which you want to extract data.
  12. To move the entire diagram, select a white space in the canvas and drag it.
    If needed, move the diagram to view a different section.
  13. When you finish adding objects and fields, click Next.
    The transformations for the new dataset are added to the dataflow you selected.
    New dataset dialog lets you select an app for the dataset, with buttons to edit the dataflow or create the dataset.
  14. Select the app that will contain the dataset, if it’s not already selected.
  15. To view or edit the dataflow, click Edit Dataflow.
    Note
    Note To edit the dataflow, you must select the Shared App for the dataset.
  16. To run the dataflow and create the dataset, click Create Dataset.

See Also