Namespaces | Fields | By Object
- Atlas Can
- Nickolette De Clerck
Table of Contents
About This Report
The Namespaces | Fields | By Object report provides a summary of the number of fields that exist per namespace across all profiled objects. This report helps assess the distribution of fields within different namespaces, offering insights into field density, potential redundancies, and namespace utilization across the system.
Create a copy of this report and customize it as a starting point for profiling field reporting.
The Namespaces | Fields | By Object report helps organizations by analyzing the number of fields associated with each namespace. Users can identify patterns in data structure, detect potential configuration inconsistencies, and optimize metadata management.
Customizing This Report
The Namespaces | Fields | 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 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 view of field data across all profiled objects.
Created Date (Fields): Set to "All Time," meaning fields created at any point are included, allowing historical analysis.
Is Latest Summary: Set to "True," ensuring only the most recent profiling summaries are displayed for up-to-date insights.
Record Type: Filters for "Profiling Field," limiting the analysis to data fields that have been specifically profiled.
Profiling Definition Category: Set to "Baseline," focusing the analysis on baseline profiling definitions, which are typically standard profiling scenarios.
Profiling Definition Record Type: Displays only "CRM" records, ensuring the report focuses on Salesforce CRM objects.
Is System Field: Set to "False," excluding system fields to concentrate on user-created or custom fields.
Field Has Namespace: Set to "True," ensuring only fields associated with a namespace are included in the report.
Adding Fields to the Report
This section guides how to customize the Namespaces | Fields | By Object report by editing and adding fields, enhancing the report’s relevance and detail for specific organizational requirements.
Open the Namespaces | Fields | 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 Namespaces | Fields | 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.