Data Gov | Fields | Governance Present

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 Present report identifies and catalogs all fields within the dataset that contain data classification properties, specifically targeting those fields configured with at least one classification property. This report enables organizations to gain visibility into sensitive or critical data, ensuring adherence to governance policies and improving data handling practices.

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

The Data Gov | Fields | Governance Present report is crucial as it helps organizations pinpoint sensitive data, ensuring it is handled in compliance with governance standards. By classifying and monitoring key data fields, it strengthens data security and supports informed decision-making.

Customizing This Report

The Data Gov | Fields | Governance Present 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 comprehensive data coverage across relevant Salesforce objects.
Created Date (Fields): Set to "All Time," including fields created at any time, allowing for a complete historical view in the analysis.
Is Latest Summary: Set to "True," which restricts the report to the latest profiling summaries, ensuring the data reflects the most up-to-date insights.
Record Type: Set to "Profiling Field," narrowing the focus to fields specifically marked for profiling, which ensures the relevance of the fields included in the analysis.
Profiling Definition Category: Filtered to "Baseline," indicating that the report is centered on baseline profiling definitions, typically used for standard or foundational profiling.
Profiling Definition Record Type: Limited to CRM records, concentrating the analysis on fields associated with Salesforce CRM data, which is core to customer relationship management.
Is System Field: Set to "False," excluding system-generated fields and focusing the report on fields defined by users or custom configurations.
Has Data Governance: Set to "True," ensuring that only fields with data governance properties are included, emphasizing fields with defined data handling rules or classifications.

Adding Fields to the Report

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

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