Report on Objects and Fields
Summary
Salesforce professionals can streamline auditing and monitoring objects and fields by using custom report types combining Entity Definitions and Field Definitions. This approach solves the common challenge of viewing all rollup summary fields or data classifications in one place, enabling easier management and compliance tracking. Users can create targeted reports with filters to quickly identify specific field types or compliance categories, though there are some limitations with multi-select picklist filters that require workarounds. The method improves visibility and efficiency when managing field limits or preparing for regulatory changes like CCPA.
Takeaways
- Build custom report types using Entity Definitions and Field Definitions for metadata insights.
- Filter reports on Field Type and Entity to quickly identify specific fields like rollups.
- Export and update field data classifications to maintain compliance.
- Use equals filters with OR logic for multi-select picklist fields due to filter limitations.
- Leverage reports to audit and manage object field limits and regulatory compliance needs.
Monitoring and auditing object and field information can be a tedious Task. Going through Object Manager to an Object then clicking on Fields & Relationships and trying to scroll while waiting for the list to update takes a while (in cases where you can’t just search on field name). Wouldn’t it be great if we had a way to get information on our Objects and Fields quickly in one screen? Good news is, we can, with Reports. Here’s a simple use case, you create a new rollup summary field hit save only to get an error because you’ve already reached the object limit of 40 rollups. How can see all the rollups in one view in order to evaluate whether some of these may no longer be needed to free up space for new ones. We can do this with a report created from a custom report type. The objects that we will use in our custom report type are Entity Definitions (gives object info) with Field Definitions (gives field info).