Common questions and challenges

Here are some common questions and challenges that you might encounter when creating a dataset from Salesforce or CSV data:

• If I make a mistake in the dataset builder, can I reopen it and make corrections? No, you cannot reopen the dataset builder once you have chosen to create the dataset. Changes will then need to be made in the data prep tool.
• I made an error in editing the field attributes when uploading a CSV file, and now I want to make changes – how do I do that? You must make such changes in the CRMA data prep tool; you cannot return to the field attribute editing dialog box.
• When augmenting a Salesforce object in the dataset builder, what if I need to make an inner or outer join, as opposed to a simple lookup or left join? This cannot be performed in the dataset builder; it must be done in a data recipe or in the dataflow builder.
• I have augmented CSV data to a dataset, but I need to update that CSV data. What can...