Creating a Definition

What is a Definition?

A definition is the core configuration unit in DQS. It specifies:

• Which Salesforce object to scan
• Which fields to evaluate
• Which quality dimensions (capabilities) to measure
• Optional per-field threshold overrides

Creating a New Definition

1. Click “New Definition”

   In the Builder tab, click the New Definition button in the top-left corner. A creation dialog opens with object search, recent definitions, and suggested objects.

2. Select the target object

   Pick the SObject you want to scan. You can search all objects in your org, choose from Recent Definitions (objects you’ve already built definitions for), or select from the Suggested list (Account, Opportunity, Contact, Case, Lead). The dialog shows how many records and existing definitions each object has.

3. Enter a definition name

   Once you select an object, the right-hand panel shows a name field with auto-generated suggestions based on the object (e.g., “Opportunity Quality Profile”, “Opportunity Completeness Audit”). Pick a suggestion or type your own name.

4. Click ”+ Create”

   The definition is created in Draft status and opens in the Builder wizard.

Note

Technical objects (those with API names starting with common internal prefixes) are filtered out by default to keep the object list manageable.

Create a definition from a layout

On Home, click Import from Layout. During initial setup, the definition step in Getting Started also offers Create from Layout.

1. In Create Definition from Layout, select Object and Record Type.
2. Enter Definition Name and review the fields loaded from the layout. Remove unwanted fields with ×; at least one must remain selected.
3. Click Go To Builder to create a Draft definition with those fields and open it in Builder.
4. Select capabilities, review Scope, and finish the remaining configuration before completing the definition. Fields that are inaccessible, unavailable, or unsupported are excluded when creating the scope.

To add layout fields to an existing definition, use the layout import in Scope. The Record Type choice in the import dialog does not create a record filter.

Definition Settings

After creation, you can configure:

Setting	Description
Name	Display name shown in lists and Insight Studio
Object	The target SObject (cannot be changed after creation)
Description	Optional notes about the scan’s purpose
Status	Current lifecycle stage (Draft, Ready, Active, Obsolete)

Editing Existing Definitions

Open any definition from the Home tab’s recent activity table, or from the Builder’s sidebar navigation tree. Definitions in Draft status can be edited — click Continue Building to resume configuration.

Deleting Definitions

The delete button (trash icon) is only available when both conditions are met:

• The definition is in Draft status
• You have DQS Administrator Access (see Permissions)

Active or completed definitions cannot be deleted — retire them to Obsolete status instead.

Deleting a definition removes all associated definition details, but preserves historical scan results for audit purposes.