Actions

Actions Menu

The Actions menu in the Mentor panel provides a unified dropdown for taking action on records that failed quality checks. It replaces the standalone Export button with an extensible menu that currently offers three actions:

Action	What It Does
Export Report	Download violation details as CSV (details)
Create Tasks	Create Salesforce Tasks for record owners to remediate issues
Post Chatter	Post Chatter messages on impacted records to notify stakeholders

All actions share the same scope model — you choose which fields and dimensions to act on, and the system processes violations for each combination as a separate background job.

Scope Selection

When you open any action modal, you first select the scope:

1. Fields — Choose “All fields” or select specific fields from the definition
2. Dimensions — Choose which quality dimensions to include (Completeness, Validity, Uniqueness, etc.)

The system re-evaluates violations at the time of the action, so results reflect the current state of your data — not a cached snapshot from the last scan.

Each field-dimension combination runs as a separate batch job. For example, selecting 3 fields and 2 dimensions produces 6 jobs that execute sequentially.

Create Tasks

Creates Salesforce Task records linked to each impacted record. Tasks are assigned to record owners by default and appear in their standard Salesforce task list.

Task Configuration

Setting	Default	Description
Subject	Data Quality: {dimension} — {recordName}	Task subject line. Supports {dimension}, {recordName}, and {fieldName} placeholders
Description	Describes the quality issue and asks for review	Free-text body of the task
Due Date	7 days from today	When the task should be completed
Priority	Normal	High, Normal, or Low
Assign To	Record Owner	Enter a specific User ID to override. Leave blank to assign to each record’s owner

Duplicate Prevention

Before creating tasks, the system checks for existing open tasks on each record with a matching subject prefix. Records that already have a matching open task are skipped — this prevents duplicate tasks when you run the action multiple times.

The skip count is reported in the completion summary (e.g., “Created 45 tasks. 12 skipped (existing tasks). 0 errors.”).

How It Works

1. Open the Actions menu in the Mentor panel and select Create Tasks
2. Select the fields and dimensions to include
3. Configure the task settings (subject, description, due date, priority, assignee)
4. Click Create Tasks — the modal switches to progress mode
5. Each field-dimension job shows its status (pending, running, complete, or failed)
6. When all jobs finish, you receive a custom notification with a summary
7. Click Done to close the modal

Post Chatter

Posts a Chatter feed message on each impacted record. Optionally @mentions the record owner to trigger a Salesforce notification.

Chatter Configuration

Setting	Default	Description
Message	Describes the quality issue and dimension	Free-text message body. Supports {dimension}, {recordName}, and {fieldName} placeholders
Mention Record Owner	Checked	When enabled, the post @mentions the record’s owner, triggering a Salesforce notification

Duplicate Prevention

Chatter uses a 24-hour dedup window — if the current user already posted a matching quality message on a record within the last 24 hours, that record is skipped. This prevents flooding Chatter feeds when running the action repeatedly.

How It Works

1. Open the Actions menu and select Post Chatter
2. Select the fields and dimensions to include
3. Edit the message template and choose whether to @mention owners
4. Click Post Messages — the modal switches to progress mode
5. When complete, the summary shows posted/skipped/error counts
6. Click Done to close the modal

Note

Post Chatter requires Chatter to be enabled in your Salesforce org. If Chatter is not available, the action will report an error with a clear message.

Processing Details

All actions run as Apex batch jobs in the background. Key details:

• Batch size: 500 records per chunk (smaller than export to allow for DML operations per chunk)
• Notifications: A Salesforce custom notification is sent when the batch completes, showing created/skipped/error counts
• Partial success: If some records fail (e.g., validation rules, field-level security), successfully processed records are preserved. The error count and details are included in the summary
• Batch queue: Salesforce allows up to 5 concurrent batch jobs per org. If the queue is full, you will receive feedback before the action starts

Use Cases

• Task creation for data stewards — Automatically assign cleanup tasks to record owners when quality issues are detected
• Stakeholder notification via Chatter — Alert record owners about data quality problems directly on their records
• Remediation workflows — Combine with Salesforce automation (Flow, Process Builder) to route tasks to specific teams
• Audit trails — Created tasks and Chatter posts serve as a record of quality issues and when they were flagged