Exception Logs | Object | By Field

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 | Object | By Field report provides an in-depth view of profiling exceptions categorized by Salesforce objects and fields. It highlights areas where exceptions occur, enabling a granular analysis of data inconsistencies or issues.

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

The Exception Logs | Object | By Field report is essential for understanding exceptions at the object and field level, which is crucial for identifying data quality issues that impact critical business processes. This insight enables teams to address root causes, optimize data reliability, and ensure accurate, actionable insights from Salesforce data.

Customizing This Report

The Exception Logs | Object | By Field 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. This ensures a comprehensive analysis, capturing all exceptions logged during profiling activities.
Created Date (Definition): Set to "All Time," meaning profiling definitions created at any time are included, providing historical and current exception data.
Record Type: Displays records with "CRM" as the type, limiting the analysis to exceptions associated specifically with Salesforce CRM objects.
SObject Profiled: Filters out any blank or unprofiled Salesforce objects, ensuring the report only includes data tied to specific profiled objects.

Adding Fields to the Report

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

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