The Monitor Library
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In the Monitor Library users can review all metadata and analysis data per Object and per Field.
The Monitor Library is the starting point for analyzing and reviewing your data. It gives you a central overview of all Salesforce objects that have been added to the library, and lets you quickly open objects for deeper inspection.
- Analysis results of Monitor Jobs for use in the Library are gathered and displayed here.
- Ad Hoc Monitor Jobs are standalone analysis jobs, and their results are not recorded here in the Monitor Library.
- Detailed analysis results of a single job (of either type) can be viewed via the Monitor Job Results.
- Analysis results stay in the Library until they are removed by automatic or manual purge. See Retention Policy.
Open an Object and then one of its Fields to see the Analysis Summary and Field Metadata. Create Field Filters to quickly get an indication of the state of your data across Objects.
Accessing the Monitor Library
- In the App Launcher, open Plauti Monitor.
- At top, go to the Monitor Library tab.
Home
The Monitor Library opens at its Home page. Here you can see at a glance which Objects are available for analysis, information on the last run analysis job, and the analyzed field types.
| Library Assets | The number of Objects and other Assets that are available for data analysis by Plauti Monitor. |
| Latest Job | Information about the last run Monitor Job. Note that this can also be an Ad Hoc job run from the Monitor Job page, the results of which are not recorded here in the Monitor Library. |
| Field Types | The distribution of the different field types over the configured fields. These field types correspond with Salesforce's field types. Click on a value in the chart key to temporarily remove it from the pie chart view. |
| Library Index | All Objects and other Assets that are available for data analysis. Open an Object to review its Object and Field metadata and analysis summary. |
Via the menu at left you can access the Quick Find, Field Filters, and the analysis details of each Object.
Quick Find
Use the Quick Find search field top left to quickly find object fields across all Objects by their field label or API name. For example, searching for ‘Email’ returns all object fields with ‘Email’ in their field name in the ‘Asset’ section below.
Field Filters
Once you've ran Configured Jobs for your most important Objects, you can create Field Filters to quickly get an indication of the state of your data.
For example, create a Field Filter for Fill Rate is Less Than 10. This will then display all (analyzed) fields in your Org that only have a value filled in for 10% of the records or less. Or create a list view for all Required fields across your Org, or for all contact detail fields with low fill rate, etc.
Applicable fields of all analyzed objects in your Org are then displayed together in one view.
- At left, click Field Filter to access the Field Filter section.
- Select one of the existing Field Filters in List View, or create a new one via New List View
top right. - The filter view opens. Use the buttons top right to tailor the view to your needs:
- Click Select Fields to Display
to change the displayed field details.- Click Filter Fields
in a new List View to set up the filter. Add one or more filter lines, and define their relation by adding filter logic (e.g. 1 AND (2 OR 3)). - Click Filter Fields
in an existing List View to view and edit its filter.
Note that any changes you make affect the List View for all users. - Open the Settings
menu to Rename
or Delete
a List View.
Note that the List View will be renamed or deleted for all users.
- Click Filter Fields
If list view columns such as Fill Rate, Min Characters, etc are empty for a certain Object, it means that the Object was not analyzed yet. Have a Plauti Monitor Administrator run a Monitor Job via the Monitor Setup or Monitor Library page to analyze the Object.
Read more about the analysis results in the Field Filter in View Analysis Results - Field Filter.
Object/Asset and Field Views
The Library Index, and the Assets section in the left-hand menu, both lead to the same Object and Field metadata views.
In the Library Index, or in the Assets section at left, open an Object to view its metadata and field metadata, a summary of its analysis results, and its quality score per field and overall.
Read more in Review an Object and Review a Field.