Low Population Fields | No Description
- Atlas Can
- Nickolette De Clerck
Table of Contents
About This Report
The Low Population Fields | No Description report in Cuneiform for Salesforce identifies fields with less than a 15% population rate and no associated descriptions. It highlights areas where data completeness and field documentation are lacking, enabling organizations to address potential gaps in data quality and usability. By pinpointing these fields, the report supports targeted improvements in documentation and usage to enhance overall data reliability and operational effectiveness.
Create a copy of this report and customize it as a starting point for profiling field results reporting.
The Low Population Fields | No Description report helps to identify fields without descriptions which can hinder data usability, as they are often misunderstood or underutilized. Addressing these gaps ensures better data quality, enhances user trust, and improves the effectiveness of workflows and analytics.
Customizing This Report
The Low Population Fields | No Description 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 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 analysis includes all fields being profiled, regardless of object type or source.
Created Date (Fields): Set to "All Time," meaning fields created at any time are included, providing a comprehensive view of the data.
Is Latest Summary: Set to "True," ensuring only the most recent profiling summaries are displayed for up-to-date insights.
Record Type: Includes only records categorized as "Profiling Field," limiting the analysis to relevant field profiling data.
Profiling Definition Category: Set to "Baseline," focusing on profiling results derived from standard or foundational profiling definitions.
Profiling Definition Record Type: Restricted to "CRM," ensuring the report analyzes fields associated specifically with Salesforce CRM objects.
Is System Field: Set to "False," which excludes system-generated fields, allowing the analysis to focus solely on user-defined or custom fields.
Has Description: Set to "False," targeting fields lacking descriptions, which highlights areas where documentation is missing.
Populated Records % (Primary): Set to "less or equal to 15%," filtering fields with very low population rates to identify underutilized or unpopulated fields.
Adding Fields to the Report
This section guides you through customizing the Low Population Fields | No Description report by editing and adding fields, enhancing its relevance and detail for specific organizational requirements.
Open the Low Population Fields | No Description 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 Low Population Fields | No Description report to meet specific data assessment needs, ensuring that the report serves as an effective tool for data management and governance within Salesforce.