Custom Fields | Empty | 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 | Empty | UX MDD report focuses on identifying custom fields that remain unpopulated despite having dependencies on user experience (UX) or layout elements. It highlights potential gaps where fields intended for specific UX-driven workflows or layouts are unused, enabling organizations to optimize field design, streamline layouts, and ensure better alignment with business processes and user interaction requirements.

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

The Custom Fields | Empty | UX MDD report is crucial for identifying unpopulated custom fields with UX dependencies is crucial because it ensures that user interfaces and workflows are not burdened with unnecessary elements, improving efficiency and usability. For example, a required custom field in a lead conversion form might remain empty, indicating a misalignment between business processes and user expectations, which can hinder lead management.

Customizing This Report

The Custom Fields | Empty | 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 a comprehensive overview of fields across various Salesforce objects.
Created Date (Fields): Set to "All Time," including fields regardless of their creation date, for a holistic analysis.
Is Latest Summary: Set to "True," focusing only on the latest profiling summaries to ensure that the report reflects the most current data insights.
Record Type: Restricted to "Profiling Field," narrowing the analysis to fields that have undergone profiling.
Profiling Definition Category: Set to "Baseline," highlighting results from standard or foundational profiling scenarios.
Profiling Definition Record Type: Filtered to display CRM records, targeting fields relevant to Salesforce CRM objects.
Is Field Empty (Primary): Set to "True," focusing the analysis on fields that are completely unpopulated."
Is System Field: Set to "False," excluding system fields to concentrate on custom or user-created fields.
User Interface Dependencies: Greater than 0, ensuring the report focuses on fields that have dependencies tied to the user interface.

Adding Fields to the Report

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

Open the Custom Fields | Empty | 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 | Empty | 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.