# Dataset Management Dataset Management lets you review the object types a source collects and control how the source aggregates those objects into SailPoint. Use Dataset Management to view and manage resource attributes, datasets and their resources, enable dataset aggregation schedules, perform manual aggregation, and view aggregation history. > [!NOTE] > > Datasets are also available in SailPoint Agentic Fabric. Contact your Customer Success team and refer to [SailPoint Agentic Fabric]() for more information. For more information, refer to [Managing Datasets and Resources]() for datasets, resources, owner correlation, and aggregation. ## Datasets A *dataset* is a named group of one or more related resources that the source aggregates together. When aggregation runs for a dataset, the source collects all resources in that dataset from the managed system in one aggregation job. Activate or deactivate aggregation at the dataset level, not for individual resources. > [!NOTE] > > Each resource belongs to exactly one dataset for that source. The source defines which resources belong to each dataset. You can enable aggregation and review associated resources, but you cannot create or delete datasets or move resources between them. ### Dataset Aggregation Configure aggregation on the **Dataset Aggregations** tab for each dataset. Configure each dataset separately. During aggregation, your owner correlation rules are automatically applied to link machine identities to their human owners. For more information, refer to [Configuring Dataset Aggregations](). ## Resources A resource defines an object type from the managed system. It specifies the kind of object, the attributes the source collects, and how the source identifies and displays each object. Resources form the building blocks of the data model. In the UI, each resource appears under **Dataset Management** \> **Resources** with its schema. A resource does not run aggregation by itself. The dataset that owns the resource collects it during aggregation. For more information, refer to [Managing Resources](). ### Owner Correlation Configure owner correlation on each resource to link aggregated objects to human owners. If you do not configure owner correlation, or if the mapping produces no match, an owner is not assigned. For more information, refer to [Configuring Owner Correlation](). ## Supported Datasets Go to **Dataset Management \> Datasets** on your Salesforce SaaS source to view the datasets the connector aggregates. Select a dataset to review its associated resources and configure aggregation. > [!NOTE] > > Configure aggregation for each dataset separately. For more information, refer to [Dataset Aggregation](). | Dataset Name | Description | Dataset ID | Required Licenses | Schedule | | --- | --- | --- | --- | --- | | AgentForce | Salesforce Agentforce agents and their assigned permission sets and profiles. | `agentforce:agents` | `idn:agentic-identity-governance` | Every 12 hours | | Connected Apps | Salesforce Connected Apps with OAuth scopes, consumer keys, and metadata. | `salesforce:connected-apps` | `idn:agentic-identity-governance` | Every 12 hours | ## Supported Resources A resource represents a type of object the connector collects from Salesforce, such as Agentforce agents and Connected Apps. Each resource defines the attributes collected for that object type, such as name, ID, or status, and how each object appears in SailPoint. For more information, refer to [Managing Resources](). > [!NOTE] > > When you enable dataset aggregation for a selected dataset, all resources in that dataset are collected at once. Activate or deactivate aggregation at the dataset level, not for individual resources. Under **Dataset Management** \> **Resources**, the Salesforce source lists each object type the connector aggregates. Select a resource to review its schema on the **Schema** tab. ### AgentForce The AgentForce dataset contains the following resource: | Resource Name | Resource Type | Resource ID | | --- | --- | --- | | Salesforce Agentforce Agent | `std:agent` | `salesforce:agentforce-agent` | For schema attribute definitions, refer to [Salesforce Agentforce Agent Attributes](<#salesforce-agentforce-agent-attributes>). ### Connected Apps The Connected Apps dataset contains the following resource: | Resource Name | Resource Type | Resource ID | | --- | --- | --- | | Salesforce Connected App | `std:application` | `salesforce:connected-app` | For schema attribute definitions, refer to [Salesforce Connected App Attributes](<#salesforce-connected-app-attributes>). ## Salesforce Agentforce Agent Attributes Schema attributes for the Salesforce Agentforce Agent resource. | Property | Value | | --- | --- | | Resource ID | `salesforce:agentforce-agent` | | Resource type | `std:agent` | | Identity attribute | `Id` | | Display attribute | `MasterLabel` | | Attribute | Type | Description | | --- | --- | --- | | Id | string | Unique identifier of the agent. | | apiFriendlyName | string | Unique, API-safe name for the agent. | | MasterLabel | string | User-friendly label shown in the Salesforce UI. | | Type | string | Type of agent (`Bot`, `ExternalCopilot`, `InternalCopilot`). | | BotUserId | string | ID of the associated Salesforce user account that represents the bot's identity. | | CreatedById | string | ID of the user who created the agent. | | CreatedDate | string | Creation timestamp. | | LastModifiedDate | string | Last update timestamp. | | LastModifiedById | string | ID of the user who last updated the agent. | | SystemModstamp | string | Read-only timestamp tracking the last time the record was modified. | | permissionSets | `array` | Permission sets assigned to the agent via the Agent User. | | profile | `array` | Profiles that can access the agent. | | spStatus | string | Active status of the agent, derived from the presence of an active BotVersion. | | spBusinessApplication | string | SailPoint business application identifier used by SAF OOTB signatures. | ## Salesforce Connected App Attributes Schema attributes for the Salesforce Connected App resource. | Property | Value | | --- | --- | | Resource ID | `salesforce:connected-app` | | Resource type | `std:application` | | Identity attribute | `id` | | Display attribute | `name` | The `createdById` attribute is correlated to the account `Id` attribute by the `OWNER_PRIMARY` rule. | Attribute | Type | Description | | --- | --- | --- | | `id` | string | Unique Salesforce Tooling API ID for the Connected App. | | `name` | string | Application name of the Connected App. | | `spDescription` | string | Description of the Connected App. | | `developerName` | string | Unique, API-safe developer name. | | `fileName` | string | Metadata file path, for example, `connectedApps/{DeveloperName}.connectedApp`. | | `applicationUrl` | string | Salesforce Setup UI link constructed from the token ID. | | `spStatus` | string | Derived application status (`Active` or `Inactive`). | | `createdById` | string | ID of the user who created the Connected App. | | `lastModifiedDate` | string | Last modification timestamp. | | `lastModifiedById` | string | ID of the user who last modified the Connected App. | | `manageableState` | string | Metadata manageable state, such as unmanaged or installed. | | `scopes` | array | OAuth scopes representing application permissions from the SOAP retrieve operation. | | `contactEmail` | string | Contact email configured on the Connected App. | | `spBusinessApplication` | string | SailPoint business application identifier used by SAF OOTB signatures. |