Reference Fields | Empty | By Object
- Nickolette De Clerck
- Atlas Can
Table of Contents
About This Report
The Reference Fields | Empty | By Object report identifies all empty reference fields within a system and categorizes them by their parent object type. It provides valuable insights into areas where reference fields are unpopulated, aiding in understanding potential gaps in data entry or linkage across different objects.
Create a copy of this report and customize it as a starting point for profiling field-results reporting.
The Reference Fields | Empty | By Object report is crucial for pinpointing data gaps, as unpopulated reference fields can indicate missing relationships or incomplete records, impacting data integrity and workflow effectiveness.
Customizing This Report
The Reference Fields | Empty | By Object 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.
Created Date (Fields): Set to "All Time," meaning fields created at any point are included, providing a complete historical view.
Is Latest Summary: Set to "True," so only the latest profiling summaries are displayed, ensuring the report reflects the most recent data.
Record Type: Limited to "Profiling Field," which narrows the scope to fields specifically identified and analyzed within the profiling process.
Profiling Definition Category: Filtered by "Baseline," focusing the report on standard profiling definitions often used as a benchmark.
Profiling Definition Record Type: Restricted to "CRM," which limits the report to CRM-related fields and excludes non-CRM data.
Is System Field: Set to "False," thereby excluding system fields and focusing on user-defined or non-system fields.
Data Type: Filtered to "REFERENCE," isolating reference-type fields for analysis, as these fields often link objects and are essential for relational data integrity.
Is Field Empty (Primary): Set to "True," showing only fields that are currently empty, highlighting potential data gaps or areas needing attention.
Adding Fields to the Report
This section guides how to customize the Reference Fields | Empty | By Object report by editing and adding fields, enhancing the report’s relevance and detail for specific organizational requirements.
Open the Reference Fields | Empty | By Object 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 Reference Fields | Empty | By Object report to meet specific data assessment needs, ensuring that the report serves as an effective tool for data management and governance within Salesforce.