Dictionary | Desc. Help Text | 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. Help Text | Without report analyzes each profiled field without its descriptions and help text, enabling administrators and data analysts to understand the context, purpose, and proper use of fields across objects. This information assists in assessing data quality and integrity, ensuring fields are appropriately utilized for business objectives.

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

The Dictionary | Desc. Help Text | Without report provides details on the Profiled fields without descriptions and help text, which are essential in Salesforce as they provide clarity on the field's purpose and proper usage, helping maintain data accuracy and consistency.

Customizing This Report

The Dictionary | Desc. Help Text | 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: This filter is set to display all profiling field results, ensuring comprehensive coverage of the data fields across the Salesforce objects.
Is Latest Summary: Configured to show only records where the latest summary is marked as true, providing a focus on the most current profiling data.
Record Type: This filter is set to include results for the 'Technical Field', narrowing the focus to specific technical aspects of the data fields.
Profiling Definition Category: Set to 'Baseline', this filter limits the display to baseline category results, offering a foundational view of profiling metrics.
Profiling Definition Record Type: Filters the results to include only those related to 'CRM', ensuring the analysis is specific to CRM data types.
Is System Field: Set to 'False', this filter excludes system fields from the results, focusing only on custom and user-defined fields for clarity and relevance in user-driven contexts.
Has Description: Ensures that only fields without descriptions are displayed, highlighting fields that include explanatory text to clarify their purpose and usage.
Has Help Text: Filters to show only those fields that without help text, emphasizing fields that provide guidance or additional information on how they should be used within the system.

Adding Fields to the Report

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

Open the Dictionary | Desc. Help Text | 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. Help Text | Without report to meet specific data assessment needs, ensuring that the report serves as an effective tool for data management and governance within Salesforce.