Exception Logs | Definitions

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 Exception Logs | Definitions report provides a comprehensive overview of profiling exceptions tied to specific profiling definitions. These exceptions represent issues encountered during the profiling process, offering critical insights into areas requiring attention.

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

The Exception Logs | Definitions is used for exception logs which is crucial as they highlight issues within profiling processes, enabling users to address errors and refine data quality strategies. This ensures profiling accuracy, enhances data reliability, and supports better decision-making based on trustworthy insights.

Customizing This Report

The Exception Logs | Definitions report uses a set of specific filters to refine and target the profiling exception 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 exception logs, ensuring a comprehensive view of all exceptions recorded across the dataset.
Created Date (Definition): Set to "All Time," ensuring the report includes exceptions from profiling definitions created at any time.
Record Type: Filters for "CRM," limiting the analysis to exceptions associated specifically with Salesforce CRM records.
Definition Key: Set to exclude blank values, ensuring that only profiling definitions with associated keys are considered in the analysis.

Adding Fields to the Report

This section guides how to customize the Exception Logs | Fields | Definitions report by editing and adding fields, enhancing the report’s relevance and detail for specific organizational requirements.

Open the Exception Logs | Fields | Definitions 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 Exception Logs | Fields | Definitions report to meet specific data assessment needs, ensuring that the report serves as an effective tool for data management and governance within Salesforce.