Data Gov | Fields | Governance Missing

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 Data Gov | Fields | Governance Missing report provides essential oversight of data classification completeness by identifying profiled fields that lack data classification properties and generates insights on all configured fields missing data classification attributes, enabling teams to enhance data governance standards.

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

The Data Gov | Fields | Governance Missing report helps ensure all fields have data classification properties, which is crucial for maintaining data integrity, as proper classification enhances transparency and regulatory compliance.

Customizing This Report

The Data Gov | Fields | Governance Missing 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: Displays all profiling field results, ensuring a comprehensive analysis across all Salesforce objects without omitting any fields.
Created Date (Fields): Set to "All Time," meaning that fields created at any time are included, providing a full historical view of all fields.
Is Latest Summary: Set to "True," which restricts the report to the most recent profiling summaries, ensuring that the data reflects the latest updates.
Record Type: Limited to "Profiling Field," which narrows the scope to fields that have undergone profiling, focusing the report on analyzed data fields.
Profiling Definition Category: Set to "Baseline," highlighting results from the baseline category, which represents standard or foundational profiling scenarios.
Profiling Definition Record Type: Set to "CRM," filtering the report to show only fields associated with Salesforce CRM records.
Is System Field: Set to "False," meaning that system fields are excluded from the report, allowing the focus to remain on custom or user-created fields.
Has Data Governance: Set to "False," ensuring that the report identifies fields lacking data governance classifications, helping to pinpoint areas where data governance is missing.

Adding Fields to the Report

This section guides how to customize the Data Gov | Fields | Governance Missing report by editing and adding fields, enhancing the report’s relevance and detail for specific organizational requirements.

Open the Data Gov | Fields | Governance Missing 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 Data Gov | Fields | Governance Missing report to meet specific data assessment needs, ensuring that the report serves as an effective tool for data management and governance within Salesforce.