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Field Analysis
- 15 Apr 2021
- 1 Minute to read
-
PDF
Field Analysis
- Updated on 15 Apr 2021
- 1 Minute to read
-
PDF
Overview
Cloudingo's Field Analysis provides an analysis on the number, type, and usage of fields on any object within your Salesforce org.
Use this information to unclutter Salesforce page layouts, improve record completeness, eliminate skewing of reports, and further improve data quality.
Licenses
Field Analysis is available with a Standard, Professional, or Enterprise license.
Navigation
To begin the Field Analysis scan, navigate to the Field Analysis dashboard from your Dashboard menu options.
Step-by-Step
To begin, click 'Start Wizard' from the Field Analysis dashboard.
Description
Set a description for your report.
Salesforce Object
Choose any object that you want to analyze.
Use Bulk API
For optimal performance, choose Bulk API. It is best when using large sets of data opposed to a few records.
Include Picklist Analysis
When selected, report will include a breakdown of all picklist field type values used.
Include Text Analysis
When selected, report will include a breakdown of all text field type values used that are greater than the specified length in Salesforce.
Include Number Analysis
When selected, report will include a breakdown of all numeric field type values used that are greater than the specified precision in Salesforce.
Include Email Analysis
When selected, report will include a breakdown of all email field type values used that are invalid.
Include Inactive Owner Analysis
When selected, report will include a breakdown of all records assigned to an inactive owner in Salesforce.
Click Save to execute the report.
Viewing Results
Click 'Download' from the Field Analysis dashboard next to the job you created.
The CSV report will download in your browser. Click the CSV to open (or browse to your downloads folder).
The output provides helpful details indicating where field problem areas may exist or where fields exist that are no longer utilized within your org.
Tips and Use Cases
- Run Field Analysis monthly or bi-monthly to maintain a healthy and clutter-free Salesforce org
- Evaluate whether fields can be eliminated or consolidated if they are used on less than 10% of records
- For fields that house important information but are not used 100% of the time, make them required fields
- Remove redundancies. Determine if any two (or more) fields hold the same information which can then be consolidated into one field
- Before moving or removing field, understand from the field owner the business reason for that field.
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