Dictionary | Desc. | Formulas | With

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 | With report identifies all profiled formula fields that have descriptions, ensuring comprehensive metadata documentation. This analysis highlights formula fields with 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 | With report helps to ensure that all formula fields have appropriate descriptions, organizations can enhance data governance, streamline data usage, and facilitate smoother data integration and maintenance processes.

Customizing This Report

The Dictionary | Desc. | Formulas | With 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: Set to "All profiling field results," this filter ensures a comprehensive overview of data fields across different Salesforce objects, providing a complete dataset for analysis.
Created Date (Fields): This filter allows users to focus on fields based on their creation date, enabling analysis of fields created within a specific time frame to understand recent changes or additions.
Is Latest Summary: Set to "True," this filter ensures that only the most recent summary of data is shown, providing current and relevant insights for decision-making.
Record Type: Filters the data to include only those records that meet the specified type criteria, ensuring the relevance of the data to specific operational or analytical needs.
Profiling Definition Category: Allows users to segment the data by specific profiling categories such as "Baseline," aiding in targeted analysis tailored to particular use cases.
Profiling Definition Record Type: Set to "CRM," this filter further refines the data to include records specific to Salesforce CRM functions or processes, providing focused insights.
Is System Field: Set to "False," this filter excludes system fields, focusing the analysis on customizable data elements that are more relevant for user-driven modifications and usage.
Is Formula Field: Set to "True," this filter specifically focuses on formula fields within Salesforce, highlighting fields that perform calculations or logical operations which are crucial for data integrity and automation.
Has Description: Set to "True," this filter ensures that only fields with descriptions are shown, which is essential for understanding the purpose and use of each field within the organization, and for maintaining good data governance practices.

Adding Fields to the Report

This section guides how to customize the Dictionary | Desc. | Formulas | With report by editing and adding fields, enhancing the report’s relevance and detail for specific organizational requirements.

Open the Dictionary | Desc. | Formulas | With 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. | Formulas | With report to meet specific data assessment needs, ensuring that the report serves as an effective tool for data management and governance within Salesforce.