TEMPLATE | Profiled Object Results

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 TEMPLATE | Profiled Object Results report provides a comprehensive overview of profiling statistics for each object analyzed. It captures essential metrics that detail the health and utilization of profiled data objects, offering actionable insights into object structure, field usage, and overall data reliability. Designed as a foundational tool, this report supports customization to align with specific business needs and data profiling objectives.

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

The TEMPLATE | Profiled Object Results is crucial for maintaining data quality and optimizing system performance by identifying inefficiencies, inconsistencies, or risks in Salesforce object structures. By leveraging these insights, organizations can enhance data reliability, streamline operations, and support better decision-making across their CRM ecosystem.

Customizing This Report

The TEMPLATE | Profiled Object Results 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 Summaries 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 summaries, ensuring comprehensive inclusion of all summary data across Salesforce objects.
Created Date (Summary): Set to "All Time," indicating that profiling summaries from any date range are included in the report.
Is Latest Summary: Set to "True," ensuring that only the most recent profiling summaries for each object are shown, keeping the analysis up-to-date.
Profiling Definition Category: Set to "Baseline," focusing the report on profiling summaries categorized under baseline scenarios, which likely represent standard profiling cases.
Profiling Definition Record Type: Limited to "CRM" records, meaning the analysis is restricted to profiling results relevant to Salesforce CRM objects.

Adding Fields to the Report

This section guides how to customize the TEMPLATE | Profiled Object Results report by editing and adding fields, enhancing the report’s relevance and detail for specific organizational requirements.

Open the TEMPLATE | Profiled Object Results 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 TEMPLATE | Profiled Object Results report to meet specific data assessment needs, ensuring that the report serves as an effective tool for data management and governance within Salesforce.