Duplicate Density | Fields | High-Impact
- Atlas Can
- Nickolette De Clerck
Table of Contents
About This Report
The Duplicate Density | Fields | High-Impact report focuses on identifying fields with varying levels of duplicate values by analyzing the overall duplicate density score. It categorizes fields into high, medium, and low duplication levels, offering insights into data quality and reliability.
Create a copy of this report and customize it as a starting point for profiling field reporting.
The Duplicate Density | Fields | High-Impact report is crucial for improving data quality and integrity, as high duplicate density in fields can lead to inefficiencies, inaccurate reporting, and poor decision-making. By identifying and addressing duplication, organizations can enhance data reliability and support better operational and strategic outcomes.
Customizing This Report
The Duplicate Density | Fields | High-Impact 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. This ensures the inclusion of data from all fields across profiled Salesforce objects.
Created Date (Fields): Set to "All Time," which incorporates fields created at any point in time.
Is Latest Summary: Set to "True," ensuring the report shows only the most recent profiling summaries for accurate and updated analysis.
Record Type: Focuses on fields categorized as "Profiling Field," narrowing the scope to fields specifically designated for profiling.
Profiling Definition Category: Set to "Baseline," targeting results from standard or default profiling scenarios.
Profiling Definition Record Type: Filters for "CRM" records, limiting the analysis to fields associated with Salesforce CRM objects.
Is System Field: Set to "False," excluding system fields to concentrate on user-defined or custom fields.
Is Formula Field: Set to "False," ensuring that fields included in the analysis are not formula fields.
Overall Dupe-Density % (Primary): Includes fields with an overall duplicate density greater than 50%, focusing on high-impact duplicate issues.
Populated Dupe-Density % (Primary): Filters fields where the populated duplicate density is greater than 50%, emphasizing duplicates in populated records.
Distinct Values (Primary): Ensures only fields with more than one distinct value are included, eliminating fields that lack variation.
Adding Fields to the Report
This section guides how to customize the Duplicate Density | Fields | High-Impact report by editing and adding fields, enhancing the report’s relevance and detail for specific organizational requirements.
Open the Duplicate Density | Fields | High-Impact 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 Duplicate Density | Fields | High-Impact report to meet specific data assessment needs, ensuring that the report serves as an effective tool for data management and governance within Salesforce.