Records | Modifiers | Top | By Object
- Atlas Can
- Nickolette De Clerck
Table of Contents
About This Report
The Records | Modifiers | Top | By Object report itemizes the users who have modified the highest number of records within each profiled Salesforce object. It provides insights into user activity by clearly highlighting the top record modifiers, enabling efficient identification and analysis of user interactions with object records.
Create a copy of this report and customize it as a starting point for profiling value reporting.
The Records | Modifiers | Top | By Object report helps to effectively pinpoint key contributors influencing data changes, helping streamline data management and maintain accuracy across Salesforce objects.
Customizing This Report
The Records | Modifiers | Top | By Object 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 Value 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 value results. This ensures comprehensive coverage of value-related modifications across Salesforce objects.
Created Date (Values): Set to "All Time," meaning modifications to records made at any time are included in the report, providing an extensive historical perspective.
Is Latest Summary: Set to "True," ensuring that the analysis reflects only the most recent profiling summary data, maintaining accuracy and relevance.
Record Type: Displays records categorized under "Profiling Field." This narrows the scope to specifically profiled fields within Salesforce objects.
Profiling Definition Category: Set to "Baseline," restricting the analysis to baseline profiling scenarios, representing standard data profiling conditions.
Profiling Definition Record Type: Limited to "CRM," focusing the report exclusively on CRM-related Salesforce objects.
Value Type: Set to "TOP," ensuring that only the highest-frequency modifiers are shown, highlighting users with significant activity in record modifications.
Profiled Field API Name: Set to "LastModifiedById," limiting the analysis to records based explicitly on the last modifier of each Salesforce record.
Adding Fields to the Report
This section guides how to customize the Records | Modifiers | Top | By Object report by editing and adding fields, enhancing the report’s relevance and detail for specific organizational requirements.
Open the Records | Modifiers | Top | By Object 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 Records | Modifiers | Top | By Object report to meet specific data assessment needs, ensuring that the report serves as an effective tool for data management and governance within Salesforce.