Namespaces | Fields | Utilization
- Atlas Can
- Nickolette De Clerck
Table of Contents
About This Report
The Namespaces | Fields | Utilization report provides an analysis of field utilization across different namespaces. It summarizes key statistics on field population, highlighting the proportion of populated versus empty fields within each namespace.
Create a copy of this report and customize it as a starting point for profiling field reporting.
The Namespaces | Fields | Utilization report enables users to assess field efficiency and identify underutilized fields across all profiled objects. By leveraging these insights, organizations can optimize their data structures, improve data reliability, and enhance overall Salesforce org performance.
Customizing This Report
The Namespaces | Fields | Utilization 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 visibility into field utilization across different namespaces.
Created Date (Fields): Set to "All Time", meaning fields from any creation date are included, providing a historical perspective on field utilization.
Is Latest Summary: Set to "True", ensuring that only the most recent profiling summaries are displayed, keeping the report up to date.
Record Type: Filtered to "Profiling Field", limiting the analysis to profiled fields rather than other data types.
Profiling Definition Category: Set to "Baseline", focusing on profiling results from the baseline category, which likely represents standard profiling scenarios.
Profiling Definition Record Type: Limited to "CRM", ensuring the report only includes data relevant to Salesforce CRM objects.
Is System Field: Set to "False", meaning system fields are excluded from the report, keeping the focus on user-created or managed fields.
Field Has Namespace: Set to "True", restricting the report to fields associated with a specific namespace, helping in namespace-based field utilization analysis.
Adding Fields to the Report
This section guides how to customize the Namespaces | Fields | Utilization report by editing and adding fields, enhancing the report’s relevance and detail for specific organizational requirements.
Open the Namespaces | Fields | Utilization 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 | Utilization report to meet specific data assessment needs, ensuring that the report serves as an effective tool for data management and governance within Salesforce.