Default Values | Fields | Required
- Atlas Can
- Nickolette De Clerck
Table of Contents
About This Report
The Default Values | Fields | Required report focuses on required fields configured with default values in the system. It evaluates how often these default values are populated during data entry, offering insights into the effectiveness and utilization of predefined default settings. By identifying trends in default value usage, this analysis aids in optimizing data management practices and ensuring that required fields are consistently populated with meaningful data.
Create a copy of this report and customize it as a starting point for profiling field-reporting.
The Default Values | Fields | Required report is important because it ensures data integrity and consistency by verifying that required fields are populated, even when users rely on default values. For example, a "Country" field with a default value of "United States" can help streamline data entry, but monitoring its usage ensures it aligns with the actual data being captured.
Customizing This Report
The Default Values | Fields | Required 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 comprehensive coverage of data for analysis across Salesforce objects.
Created Date (Fields): Set to "All Time," ensuring that fields created at any point are included in the analysis.
Is Latest Summary: Set to "True," focusing only on the most recent summaries, which helps maintain relevance and accuracy in the data.
Record Type: Set to "Profiling Field," restricting the report to data fields that have been specifically profiled.
Profiling Definition Category: Set to "Baseline," which focuses on profiling results from the baseline category, typically representing the standard scenario.
Profiling Definition Record Type: Set to "CRM," limiting the analysis to records related to Salesforce CRM objects.
Is System Field: Set to "False," ensuring that system fields are excluded, allowing the focus to remain on user-defined or custom fields.
Has Default Value: Set to "True," ensuring the report includes only fields that are required and have pre-configured default values.
Is Field Populated (Primary): Set to "True," ensuring only fields with data populated in the primary context are analyzed.
Distinct Values (Primary): Greater than "0," ensuring that only fields with unique values are included in the analysis.
Defaulted Records % (Primary): Greater or equal to "0," ensuring fields with at least some percentage of defaulted records are considered.
Adding Fields to the Report
This section guides how to customize the Default Values | Fields | Required report by editing and adding fields, enhancing the report’s relevance and detail for specific organizational requirements.
Open the Default Values | Fields | Required 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 | Required report to meet specific data assessment needs, ensuring that the report serves as an effective tool for data management and governance within Salesforce.