Custom Fields | All | UX 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 | UX MDD report focuses on identifying custom fields within the Salesforce environment that have dependencies impacting user experience (UX) and layout configurations. By examining metadata, it surfaces relationships between custom fields and their influence on user interface behavior, enabling the analysis of configurations critical for maintaining consistent and effective UX design. The report serves as a diagnostic tool for optimizing custom field utilization in alignment with UX standards and business needs.

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

The Custom Fields | All | UX MDD report is critical for understanding the dependencies of custom fields on UX and layout configurations, which is crucial for ensuring seamless user interaction and maintaining system performance. For example, identifying a heavily used custom field with unnecessary page layout dependencies can help streamline workflows and enhance load times, improving both user satisfaction and operational efficiency.

Customizing This Report

The Custom Fields | All | UX 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, ensuring the report includes data from all relevant fields within the specified criteria.
Created Date (Fields): Set to "All Time," meaning the report includes fields created at any time, providing a comprehensive view of the field history.
Is Latest Summary: Set to "True," ensuring that only the most recent profiling summaries are shown, providing up-to-date insights.
Record Type: Filters to include only fields categorized as "Profiling Field," narrowing the focus to data fields specifically analyzed during profiling.
Profiling Definition Category: Set to "Baseline," focusing the report on profiling results categorized under baseline scenarios, which often represent standard use cases.
Profiling Definition Record Type: Filters to include only "CRM" records, restricting the analysis to Salesforce CRM-related fields.
Is System Field: Set to "False," excluding system-generated fields to focus the analysis on custom or user-defined fields.
User Interface Dependencies: Includes fields with dependencies greater than 0, identifying fields that have impacts on the user interface or layout configurations.

Adding Fields to the Report

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

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