---
schema_version: "1"
id: 0e3de8890a58b2660ae6c3861312a984a087ad03984871f92c353b2eb87de0a4
title: Configure Classification Rules
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/mktg/264-0-0/dato_harmonize_classify_configure.md
canonical_url: https://help.salesforce.com/s/articleView?id=mktg.dato_harmonize_classify_configure.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 423019e1f499d9d30b790a143ce5f8f5a5d87386f7bc62227d83d8d831e37027
description: After you upload or create a classification file using data classification, customize and configure the columns in your file. Determine which column is the Key column and which is the Value column. Control the way the system recognizes values in your file as well.
products:
  - Marketing
  - Marketing Cloud Intelligence
release: "264"
---
# Configure Classification Rules

After you upload or create a classification file using data classification, customize and configure the columns in your file. Determine which column is the Key column and which is the Value column. Control the way the system recognizes values in your file as well.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d41486e38">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d41486e38 ">To configure classification rules:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d41486e38 ">Admin</td>

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![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-salesforce_datorama-264-0-0-production-enus/d38a342d-dd4a-4af8-8343-f372280a75dd/images/icon_note.png)

Note If you’re using LiteConnect dimensions when classifying, the Match Type is limited to Exact Match only, and Case Sensitivity is disabled.

1. From the **Connect & Mix** tab, select **Harmonization Center** and then **Data Classification**.
2. Edit a classification rule, or create one.
3. Here’s an example of a classification rule:
    
    ![Example of a classification rule matching car model to category](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-salesforce_datorama-264-0-0-production-enus/d38a342d-dd4a-4af8-8343-f372280a75dd/salesforce_datorama/images/harmonize/dato_harmonize_rule.png)
    
    <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
            <tbody><tr class="">
              <td class="slds-cell-wrap">
                <strong class="uicontrol">Key Column</strong>
              </td>
              <td class="slds-cell-wrap">(Car Model: notice the key icon) - The column that contains the unique dimension
                values on which the classification is applied. The key column is Ford Fusion. <div class="slds-box slds-box_x-small slds-theme_shade slds-m-top_medium slds-m-bottom_medium">
                  <div class="slds-media slds-media_responsive">
                    <div class="slds-media__figure"><span class="slds-icon_container slds-icon_container_circle slds-icon-note-note"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-salesforce_datorama-264-0-0-production-enus/d38a342d-dd4a-4af8-8343-f372280a75dd/images/icon_note.png" alt="Note"></span></div>
                    <div class="slds-media__body" style="padding-top:.5rem;padding-bottom:.5rem;"><span class="slds-text-title_caps">Note</span> If you
                      upload or create a file that doesn’t contain a column with unique Dimension values,
                      Marketing Cloud Intelligence highlights the duplicate values for you. You can then use the
                      in-line editing tool to remove them.</div>
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            </tr>
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                <strong class="uicontrol">Value Column </strong>
              </td>
              <td class="slds-cell-wrap">(Car Category ) - The column that displays the classification values. In our
                example, both Ford Fusion and Honda CR-V were classified as Family. </td>
            </tr>
          </tbody></table>
4. To control how Marketing Cloud Intelligence classifies the values for the Key and Value columns and when classification takes place, click the **Options** button which is located to the right of the column name.
    
    ![classify\_options](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-salesforce_datorama-264-0-0-production-enus/d38a342d-dd4a-4af8-8343-f372280a75dd/salesforce_datorama/images/harmonize/dato_harmonize_classify_options.png)
    
    <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><tbody><tr class=""><td class="slds-cell-wrap"><strong class="uicontrol">None</strong></td><td class="slds-cell-wrap">Excludes the column from your classification rule entirely.</td></tr><tr class=""><td class="slds-cell-wrap"><strong class="uicontrol">Set as KEY</strong></td><td class="slds-cell-wrap">Sets the column as the Key column and defines how you want to determine the value.</td></tr><tr class=""><td class="slds-cell-wrap"><strong class="uicontrol">Exact Match</strong></td><td class="slds-cell-wrap">(Selected by default) The full Dimension value must be matched with one of the keys in order for classification to take place.</td></tr><tr class=""><td class="slds-cell-wrap"><strong class="uicontrol">Key Contains Dimension</strong></td><td class="slds-cell-wrap">The values in the Key column contain the values in the Source Dimension.</td></tr><tr class=""><td class="slds-cell-wrap"><strong class="uicontrol">Dimension Contains Key</strong></td><td class="slds-cell-wrap">The values in the Source Dimension contain the values in the Key column.</td></tr><tr class=""><td class="slds-cell-wrap"><strong class="uicontrol">Case Sensitive</strong></td><td class="slds-cell-wrap">Dimension values must be capitalized the same as the Key Values for the classification to apply.</td></tr><tr class=""><td class="slds-cell-wrap"><strong class="uicontrol">Set as Value</strong></td><td class="slds-cell-wrap">Sets the Key column as the Value column instead, or vice versa if you’re editing the Value column.</td></tr></tbody></table>

- **[Classification Rule Example](https://help.salesforce.com/s/articleView?id=mktg.dato_harmonize_classify_configure_example.htm&release=264.0.0&type=5)**  
    This table shows how configuration types affect data classification and what happens when data is classified.