Custom Fields | All | WorkFlow MDD

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 Custom Fields | All | WorkFlow MDD report provides a comprehensive analysis of custom fields within your Salesforce environment, emphasizing their metadata dependencies. It identifies all custom fields that are linked to reporting, user experience, or workflow functionalities. By focusing on these connections, the report aids in understanding how metadata structures contribute to business-critical operations, enabling informed decisions about optimizing field usage and maintaining system efficiency.

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

The Custom Fields | All | WorkFlow MDD report is used for understanding workflow dependencies for custom fields, which is crucial for maintaining efficient business processes and ensuring accurate data flows within the system. For example, identifying a critical custom field linked to an approval workflow helps prevent disruptions if the field's configuration changes or becomes inactive.

Customizing This Report

The Custom Fields | All | WorkFlow MDD 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. This ensures that the report includes comprehensive data from various Salesforce objects and does not omit any relevant profiling fields.
Created Date (Fields): Set to "All Time," ensuring that all fields, regardless of their creation date, are included in the analysis.
Is Latest Summary: Set to "True," restricting the results to only the most recent profiling summaries, which ensures up-to-date and relevant data is analyzed.
Record Type: Limited to "Profiling Field," focusing the report exclusively on fields that have undergone profiling.
Profiling Definition Category: Filtered to "Baseline," targeting profiling results classified under the baseline category, typically representing foundational profiling scenarios.
Profiling Definition Record Type: Set to "CRM," narrowing the analysis to fields associated specifically with CRM objects within Salesforce.
Is System Field: Set to "False," excluding system fields and focusing only on custom fields or fields created by users to ensure relevancy in workflow dependency analysis.
Workflow Rule Dependencies: Greater than "0," filtering to display only fields that are actively involved in workflow rules, highlighting critical dependencies for operational workflows.

Adding Fields to the Report

This section guides how to customize the Custom Fields | All | WorkFlow MDD report by editing and adding fields, enhancing the report’s relevance and detail for specific organizational requirements.

Open the Custom Fields | All | WorkFlow MDD 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 Custom Fields | All | WorkFlow MDD report to meet specific data assessment needs, ensuring that the report serves as an effective tool for data management and governance within Salesforce.