Apply consistency to your data by creating a naming convention (pattern). Using patterns makes data more structured and easier to analyze.
Required Editions
| Available in: Developer, Enterprise, Performance, and Unlimited editions. |
| User Permissions Needed | |
|---|---|
| To create a pattern: | Marketing Intelligence Admin |
Note Patterns is a pilot or beta s ervice that is subject to the Beta
Services Terms at Agreements - Salesforce.com or a written Unified Pilot
Agreement if executed by Customer, and applicable terms in the Product Terms
Directory. Use of this pilot or beta service is at the Customer's sole discretion.
- From the App Launcher, search and select Marketing Intelligence.
- On the Data Management tab, select Patterns.
- Click New Pattern.
- Select a data space, name your pattern, select the dimension, add an optional description, and then click Next.
- Select a naming convention to base the pattern on from the left side panel.
- Select a dimension or create one for each position in your pattern.
- To change the applied delimiter, select an option from the dropdown
-
To extract a position, select Extract.
Only extracted positions are added to the data model and are reflected in reporting.
- Click Publish.
Your pattern is added to the pattern list, where you can monitor, activate and deactivate it.