Custom Fields | All | Report 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 | All | Report MDD report provides a comprehensive analysis of metadata dependencies and reporting connections for custom fields within your Salesforce environment. It identifies custom fields that have specific dependencies or metadata references that may impact reporting processes. This analysis supports better understanding and management of how custom fields contribute to and affect reporting outcomes, enabling more effective decision-making and maintenance of data reliability.

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

The Custom Fields | All | Report MDD is essential for ensuring accurate reporting and maintaining metadata integrity, as it helps identify fields that impact critical reports or workflows. For example, a sales report relying on a custom "Region" field with incorrect dependencies could lead to inaccurate revenue insights, emphasizing the need to address such dependencies promptly.

Customizing This Report

The Custom Fields | All | Report 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 to ensure that all relevant data is included for analysis across Salesforce objects.
Created Date (Fields): Set to "All Time," allowing the report to include fields created at any point in time for comprehensive coverage.
Is Latest Summary: Set to "True," which ensures that only the most recent summaries of the profiling data are displayed, keeping the results up to date.
Record Type: Focused on fields categorized as "Profiling Field," narrowing the analysis to those fields that have undergone profiling.
Profiling Definition Category: Set to "Baseline," focusing the report on profiling results derived from baseline scenarios, which serve as the foundational analysis level.
Profiling Definition Record Type: Filtered to show only CRM records, restricting the report to custom fields associated specifically with Salesforce CRM objects.
Is System Field: Set to "False," excluding system fields from the analysis and concentrating on user-created custom fields.
Report Dependencies: Includes fields with dependencies greater than 0, ensuring that only fields impacting reports are analyzed.
Field Type (Category): Limited to "Custom," highlighting custom fields rather than standard Salesforce fields, which emphasizes user-configured data structures.

Adding Fields to the Report

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

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