Custom Fields | Empty | Total 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 | Total MDD report focuses on identifying custom fields in your Salesforce environment that remain unpopulated but are linked to metadata dependencies. These dependencies may influence workflows, user experience, or reporting outcomes. By analyzing these fields, the report provides insights into potential areas for optimization, ensuring system reliability and data integrity within dependent operations.

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

The Custom Fields | Empty | Total MDD report is used for understanding unpopulated custom fields with metadata dependencies which are crucial because these fields can silently disrupt workflows, degrade user experience, or skew reporting metrics. For example, an unpopulated "Approval Reason" field tied to an automation rule might cause approval processes to fail or generate incomplete records.

Customizing This Report

The Custom Fields | Empty | Total 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 that data from all profiled fields is included in the report.
Created Date (Fields): Set to "All Time," capturing fields created at any time, providing a comprehensive analysis.
Is Latest Summary: Set to "True," ensuring the report reflects only the most recent profiling summaries, keeping the data up-to-date.
Record Type: Focuses on fields categorized as "Profiling Field," narrowing the scope to specifically profiled fields for targeted insights.
Profiling Definition Category: Limited to "Baseline," concentrating on profiling results from the baseline category, typically representing standard scenarios.
Profiling Definition Record Type: Filters to include only CRM records, emphasizing fields related to Salesforce CRM objects.
Is System Field: Set to "False," excluding system fields from the analysis to focus solely on user-created or custom fields.
Is Field Empty (Primary): Set to "True," ensuring the analysis targets only fields that are empty.
Field Type (Category): Focuses on "Custom" fields, restricting the report to fields that are user-defined or customized.
Total Metadata Dependencies: Set to greater than 0, highlighting only fields with existing metadata dependencies, ensuring the report centers on fields with potential impacts on workflows or processes.

Adding Fields to the Report

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

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