The main package contains the following custom settings:
- DQE DataQ Setup: general settings
- DQE Address Setup: dedicated to the postal address API setup
- DQE Email Setup: dedicated to the email API setup
- DQE Phone Setup: dedicated to the phone API setup
- DQE B2B Setup: stores the mapping used by the DQE_Create_Record component
- DQE B2B Update: stores the mapping used by the DQE_B2B_Record_Update component
User management
By default, when the package is installed, we create an instance of each custom setting at the default organization level.
You can manually create other instances for each profile in your organization by clicking New and selecting a profile.
This lets you manage which profiles can use the data quality tools in their forms. If you want to enable these tools only for a few profiles initially, we recommend updating the custom setting instance at the organization default level to disable the APIs, and then creating new instances for those profiles.
Example: Phone custom setting
Go to the Setup menu, search for Custom Settings in the Quick Find box, and select one of the custom settings by clicking Manage.
If you have already completed the installation process, you should find a default instance defined at the organization default level.
To create another one for a specific profile, click New, then click the lookup icon to search for a profile.
Then fill in the other fields according to the help text. For example, in text area fields, you can provide a mapping between the fields to control and the fields where you want to store the information returned by the API check.
To store the quality code, fill in the field as follows:
The format used here is:
[SObject_Name] – [Controlled_Field_API_Name] – [Storage_Field_API_Name]
Related to