Default Values | Fields | All Usage

Table of Contents

1 About This Report
2 Customizing This Report
- 2.1 Adding Fields to the Report

About This Report

The Default Values | Fields | All Usage report highlights fields configured with default values, offering a detailed analysis of their population rates. By identifying which default values are utilized across profiled fields, this report helps assess data reliability and usage patterns. It supports efforts to optimize data configurations, ensuring default values align with business processes and improve data efficiency.

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

The Default Values | Fields | All Usage report is crucial for understanding default value usage, which is critical for maintaining data consistency and minimizing manual input errors in CRM workflows. For example, if a default value for a "Priority" field in support tickets is underutilized, it could indicate a misalignment with operational practices, potentially delaying ticket resolution and impacting customer satisfaction.

Customizing This Report

The Default Values | Fields | All Usage 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 a comprehensive analysis of all profiled fields across the dataset.
Created Date (Fields): Set to "All Time," including fields created at any time in the report for a full historical perspective.
Is Latest Summary: Set to "True," showing only the most recent profiling summaries for up-to-date insights.
Record Type: Filtered to "Profiling Field," narrowing the analysis to specifically profiled fields.
Profiling Definition Category: Set to "Baseline," focusing on results derived from baseline profiling definitions, representing standard profiling cases.
Profiling Definition Record Type: Restricted to "CRM" records, limiting the report to fields associated with Salesforce CRM objects.
Is System Field: Set to "False," excluding system fields to concentrate on user-created or custom fields.
Has Default Value: Set to "True," ensuring the analysis includes only fields configured with default values.
Is Field Populated (Primary): Set to "True," meaning the report focuses on fields that have been populated with data at least once.
Defaulted Records % (Primary): Filters for fields where the percentage of defaulted records is greater than or equal to 0%, ensuring all fields with default values are considered in the analysis.

Adding Fields to the Report

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

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