Dictionary | Desc. | Formulas | Without

Table of Contents

1 About This Report
2 Customizing This Report
- 2.1 Editing Filter Criteria
- 2.2 Adding Fields to the Report

About This Report

The Dictionary | Desc. | Formulas | Without report identifies all profiled formula fields that lack descriptions, ensuring comprehensive metadata documentation. This analysis highlights formula fields without descriptions by filtering them according to predefined criteria.

Formula fields in Salesforce are important because they allow for the creation of key performance indicators (KPIs) and metrics that can measure both data quality and business impact. Formula fields are versatile as they can express data in different formats such as percentages or checkboxes, making them useful for generating data quality KPIs that track fields like completeness, correctness, and timeliness.

Create a copy of this report and customize it as a starting point for profiling field-results reporting.

The Dictionary | Desc. | Formulas | Without report identifies formula fields without descriptions. With this information, organizations can enhance data governance, streamline data usage insights included in the report.

Customizing This Report

The Dictionary | Desc. | Formulas | Without report uses a set of specific filters to refine and target the profiling results displayed. These filters are critical in isolating the most relevant data fields across different Salesforce objects such as Account, Case, and Lead. For example, you can change the Profiling Field Results records based on their Created Date field.

Editing Filter Criteria

You can change the filters by clicking the Filter icon in the report. The opened menu shows which filters are locked that come with each report. You can change these unlocked filters according to your needs and can also add additional filters by clicking the Edit button.

Here’s an overview of the filters applied to this report by default:

Show Me: This filter is set to display all profiling field results, ensuring comprehensive coverage of the data fields across the Salesforce objects.
Created Date (Fields): Allows filtering of fields based on the date they were created. The filter is currently set to "All Time", which includes fields created at any time.
Is Latest Summary: Set to "True", this filter ensures that only the most recent summaries are displayed, helping users focus on the latest data.
Record Type: The filter is set to "Profiling Field", specifying that the report should only include entries classified under this type.
Profiling Definition Category: Set to "Baseline", this focuses the report on baseline profiling data, which might be used for initial assessments.
Profiling Definition Record Type: Also set to "CRM", which filters the results to include only those related to CRM systems.
Is System Field: Set to "False", this excludes system fields, focusing on custom fields added by users or admins.
Is Formula Field: Set to "True", this filter specifically targets formula fields, allowing users to analyze fields that contain formulas.
Has Description: Set to "False", this filter is used to identify fields that lack descriptions, which can be crucial for identifying fields needing more detailed annotations.

Adding Fields to the Report

This section guides how to customize the Dictionary | Desc. | Custom | Without report by editing and adding fields, enhancing the report’s relevance and detail for specific organizational requirements.

Open the Dictionary | Desc. | Custom | Without report in your Salesforce environment and click the Edit button.

Select Fields on the left to open the list of all fields available on the object.
Use the Search all fields… option at the top of the Select Fields on the left to open the list of all fields available on the object panel to find specific fields you want to include in the report.
Double-click fields to add them to the list of columns appearing in the report, and drag and drop fields within the Columns list to change their order. You can also drag and drop fields from the list of fields to the Columns list.

Once you have finished editing and adding fields:

Click the Save button to preserve your changes.
To update the report contents based on any changes you made, click Run. This will generate the report based on the current set of filters and fields you’ve configured.

This approach allows users to tailor the Dictionary | Desc. | Custom | Without report to meet specific data assessment needs, ensuring that the report serves as an effective tool for data management and governance within Salesforce.