Spring cleaning doesn’t just mean rearranging your storage closet anymore – it means cleaning out your work life too. Emptying your inbox, reinvigorating your website, and yes– decluttering your Salesforce instance– are all part of your spring cleaning routine. Streamlining your instance is easy and mess-free with the Field Trip app, free on the app exchange.
Field Trip is an easy to install, easy to use app that allows you to run reports of your records, effectively cleaning out unused fields. The FieldTrip analyses measure which fields your organization fills out consistently, and which ones are usually left blank. Armed with this valuable information, you can delete any field that goes unused from your objects, or focus on filling them out.
How to Use Field Trip
After you’ve downloaded Field Trip, you can begin a new report by going to your new Field Trip tab.
Click “New Field Trip,” then give your report a name. Finally, select which API you want to analyze.
Once you’ve completed these actions, click “Save and Analyze.” This may take some time depending on how many records you have. You do not need to keep this screen open while the report processes.
When Field Trip is done processing, you may view the results through a regular report.
- Go to your reports tab and create a new report.
- The report type is called “Field Trip with Field Analysis.”
- Click “Run Report.”
Understanding at Your Field Trip Analysis
Your Field Trip report will display two columns, “Populated on” and “Populated on %.” The data within each column represent the hard numbers and the percent of total records that contain the specific field you analyzed.
Next Spring Cleaning of Your Salesforce Instance Will Be Even Easier
Field Trip gets even easier, too! Next time you want to reanalyze the same fields, visit this exact report and press “Analyze again.” Field Trip enables you to systemize your Salesforce for the highest efficiency with minimal effort, and ensures that you can stay efficient over time.