Unpopulated Fields | No Description
- Atlas Can
- Nickolette De Clerck
Table of Contents
About This Report
The Unpopulated Fields | No Description report identifies all fields within your Salesforce data model that have a 0% population rate and lack a corresponding field description. The focus is on highlighting fields that are not utilized and have no metadata explaining their intended purpose, enabling organizations to better assess and address gaps in data completeness and documentation.
Create a copy of this report and customize it as a starting point for profiling field-results reporting.
The Unpopulated Fields | No Description report is crucial for maintaining data quality and optimizing the Salesforce data model by identifying unused fields that may clutter the system or represent missed opportunities for meaningful data collection. For example, if a "Customer Feedback" field has a 0% population rate and no description, it could indicate a failure in collecting critical insights, prompting a review of its necessity or proper utilization.
Customizing This Report
The Unpopulated Fields | No Description 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 to ensure comprehensive analysis, without excluding any relevant data across Salesforce objects.
Created Date (Fields): Set to "All Time," including fields created at any point in time for a thorough assessment.
Is Latest Summary: Set to "True," ensuring that only the most recent profiling summaries are included, keeping the data relevant and updated.
Record Type: Set to "Profiling Field," narrowing the focus to fields that have undergone profiling, excluding other record types.
Profiling Definition Category: Set to "Baseline," targeting results specifically from the baseline category, which typically represents standard profiling scenarios.
Profiling Definition Record Type: Set to "CRM," restricting the analysis to fields associated with CRM-related Salesforce objects.
Is System Field: Set to "False," excluding system fields from the report to concentrate on custom or user-defined fields.
Is Field Empty (Primary): Set to "True," ensuring the analysis focuses on fields with no populated data, highlighting unutilized fields.
Has Description: Set to "False," filtering the report to display only fields lacking descriptions, emphasizing gaps in metadata documentation.
Adding Fields to the Report
This section guides how to customize the Unpopulated Fields | No Description report by editing and adding fields, enhancing the report’s relevance and detail for specific organizational requirements.
Open the Unpopulated Fields | No Description 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 Unpopulated Fields | No Description report to meet specific data assessment needs, ensuring that the report serves as an effective tool for data management and governance within Salesforce.