Dictionary | Desc. | Custom | Without

Table of Contents

1 About This Report
2 Customizing This Report
- 2.1 Editing Filter Criteria
- 2.2 Adding Fields to the Report

About This Report

The Dictionary | Desc. | Custom | Without report highlights all custom fields in Salesforce that have been profiled without their descriptions. Filter criteria are applied to focus on key fields that meet specific usage and reliability thresholds, making the analysis both precise and actionable.

Descriptions serve as essential documentation that helps users understand the purpose and usage of metadata and Salesforce Agents rely on automation and field descriptions for understanding context. Identifying custom fields without descriptions is essential for maintaining an accurate, understandable, and efficient data dictionary.

Create a copy of this report and customize it as a starting point for profiling field-results reporting.

The Dictionary | Desc. | Custom | Without report provides details on the total number of custom fields, their utilization, and distinctness. By identifying critical field metrics and applying filter criteria, this analysis helps administrators assess the relevance and reliability of custom fields in the organization’s Salesforce data model.

Customizing This Report

The Dictionary | Desc. | Custom | Without 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: This filter is set to display all profiling field results, ensuring comprehensive coverage of the data fields across the Salesforce objects.
Created Date (Fields): The filter is configured to include fields created at any time, allowing for a complete historical view of the fields.
Is Latest Summary: Set to "True," this filter ensures that only the most recent profiling data is shown, providing current and relevant insights.
Record Type: Limited to "Profiling Field," which helps in focusing the report on fields specifically marked for profiling purposes.
Profiling Definition Category: This is set to "Baseline," indicating that the report is generated from baseline profiling definitions, which are typically used for initial data assessments.
Profiling Definition Record Type: Set to "CRM" to ensure that the report includes only CRM-related profiling definitions.
Is System Field: Filtered to "False" to exclude system fields and focus solely on custom fields created by users or administrators.
Field Type (Category): This is set to "Custom" to specifically include custom fields, excluding standard Salesforce fields from the analysis.
Has Description: Set to "False," this filter guarantees that only fields without descriptions are included.

Adding Fields to the Report

This section guides how to customize the Dictionary | Desc. | Custom | Without report by editing and adding fields, enhancing the report’s relevance and detail for specific organizational requirements.

Open the Dictionary | Desc. | Custom | Without 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 Dictionary | Desc. | Custom | Without report to meet specific data assessment needs, ensuring that the report serves as an effective tool for data management and governance within Salesforce.