Namespaces | Fields | All
- Atlas Can
- Nickolette De Clerck
Table of Contents
About This Report
The Namespaces | Fields | All report provides an overview of the total number of fields associated with each namespace across all profiled objects. This report enables users to assess the distribution of fields within different namespaces, offering insights into how data is structured across managed and custom packages.
Create a copy of this report and customize it as a starting point for profiling field reporting.
The Namespaces | Fields | All report helps organizations with understanding the distribution of fields across namespaces, which is crucial for managing metadata complexity, optimizing system performance, and ensuring data governance. This insight helps organizations identify redundant or underutilized fields, streamline integrations, and maintain a well-structured data model.
Customizing This Report
The Namespaces | Fields | All 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 that no data is excluded from the analysis across Salesforce objects.
Created Date (Fields): Set to All Time, meaning the report includes fields created at any point in time, providing a complete historical view.
Is Latest Summary: Set to True, ensuring only the most recent profiling summaries are displayed, keeping the data up to date.
Record Type: Limited to Profiling Field, meaning only fields that have undergone profiling are included in the report.
Profiling Definition Category: Set to Baseline, focusing the analysis on baseline profiling results, which typically represent standard profiling scenarios.
Profiling Definition Record Type: Set to CRM, restricting the report to profiling results related to Salesforce CRM objects.
Is System Field: Set to False, excluding system fields from the analysis to focus on custom and user-created fields.
Field Has Namespace: Set to True, ensuring that only fields associated with a namespace are included, providing insights into managed package and custom metadata usage.
Adding Fields to the Report
This section guides how to customize the Namespaces | Fields | All report by editing and adding fields, enhancing the report’s relevance and detail for specific organizational requirements.
Open the Namespaces | Fields | All 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 Namespaces | Fields | All report to meet specific data assessment needs, ensuring that the report serves as an effective tool for data management and governance within Salesforce.