Slaesforce FAQ

how to get all possible fields in salesforce report

by Elody Legros Published 3 years ago Updated 2 years ago
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If you want to search for a specific field you can use the "Search Setup" from the Setup page. (Setup > Search box at top). This tool searches across all objects. If you want a list of all fields on specific objects you can view all fields from the object page.

Full Answer

Is there a report on objects and fields defined in Salesforce?

At times you may want to have a report on objects and fields defined in your Salesforce Org. You may want this to document the schema definition in your org or for data migration/integration discussion and mapping.

How do I use the report Fields resource?

The Report Fields resource returns report fields available for specified reports. Use the resource to determine the best fields for use in dashboard filters by seeing which fields different source reports have in common. Available in API version 40.0 and later. If the request body is empty, returns a list of all possible report fields.

How to create a custom report type in Salesforce?

All you need to do is to create a custom report type based on these two objects and use this custom report type as an ingredient in your report. You can then add filters or group by fields or do anything that you can do in a standard report in Salesforce. Your dish is ready.

How can I get the DBA_tables view in Salesforce?

If you have worked on Oracle, you can query views like DBA_TABLES & DBA_TAB_COLUMNS, if you have worked on SQL Server you can query SYS.TABLES & SYS.COLUMNS. Unfortunately, there isn’t a similar simple way in Salesforce. With Salesforce you need to use Metadata APIs and write a few lines of code to get the details.

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How do I get all the fields in a Salesforce report?

On the detail page at the bottom, there is a "Fields Available for Reports" section. If you edit layout, you can select fields to report on from any records used in the report, as well as change the order in which they show on your "Select Columns" page.

How many fields are in a Salesforce report?

1,000 fieldsYou can add up to 1,000 fields to each custom report type. A counter at the top of the Page Layout step shows the current number of fields. If you have too many fields, you can't save the layout.

How do I select a field in a report in Salesforce?

0:524:35How to add fields to custom report types in Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo once you're in the setup menu search report type and we're going to search report types. AndMoreSo once you're in the setup menu search report type and we're going to search report types. And let's just click continue here. And so here's a list of all our custom report types the one we'll be

Can't see fields report Salesforce?

Go to Setup / Customize / Accounts / Fields, click on the custom field, click Set Field Level Security, and add Visible to your profile. If you're on Professional Edition or lower, you'll instead need to add the field to your account page layout.

How do I view field history in salesforce?

From Setup, enter Object Manager in the Quick Find box, then select Object Manager.Click the custom object, and click Edit.Under Optional Features, select the Track Field History checkbox. ... Save your changes.Click Set History Tracking in the Custom Fields & Relationships section. ... Choose the fields you want tracked.More items...

How do you export a report from salesforce to Excel?

From Reports, next to the report you want to export, click. | Export.Choose an Export View. ... If exporting as Details Only, select Excel Format . ... Click Export.If prompted by a browser dialog, select a location and save the file.

How do I pull a report in Salesforce?

Most reports run automatically when you click the name.Click the Reports tab.Find the report you want to run and click the report name. If you're already viewing a report, click Run Report to run it.

What are fields in a report?

A field report is a documentation of observations and analysis of particular phenomena, behaviors, processes, and more. It is based on theories and researchers' analysis, which are used to identify solutions for a specific project or case study.

What are bucket fields in Salesforce reports?

The Bucket Field in Salesforce is a valuable feature that allows you to rapidly categorize values for a field in a report without having to create a custom formula field at the object level. In reporting, a bucket is a custom category that you create. Bucketing is a Salesforce report and documentation tool.

What is the difference between report and report type?

In Salesforce, reports are created by first selecting a report type. A report type is a template which defines the objects and fields that will be available to use in the report you create. Out of the box, Salesforce provides many useful standard report types.

Where can I find custom reports in Salesforce?

From Setup, enter Report Types in the Quick Find box, then select Report Types.If the Custom Report Type welcome page opens, click Continue.Click New Custom Report Type.Select the Primary Object for your custom report type. ... Enter the Report Type Label and the Report Type Name .More items...

Can we have a report without field?

Add a field to a form or report without using the Field List. In general, using the Field List pane is the easiest way to add a field to a form or report. However, you can also add a field by creating a control and then binding it to a field. The following procedure shows you how.

How to use field list in SOQL?

Using a field list in a SOQL SELECT statement (for example, SELECT Id, Name FROM Account) can be complicated if you need to retrieve many fields. And if you don’t know what fields an object has, you must first get a description of the object. Typically, you use a call to first get a description of the object, then parse the description to identify the fields. Then you construct a SOQL query that specifies the fields, and then make another call to submit the query.

How to get better performance when you already know which fields you want to retrieve?

If you already know which fields you want to retrieve, you’ll get better performance by specifying them explicitly rather than using FIELDS () and retrieving more fields than you need.

What does "fields" mean in Java?

FIELDS (ALL) —to select all the fields of an object. FIELDS (CUSTOM) —to select all the custom fields of an object. FIELDS (STANDARD) —to select all the standard fields of an object. In each case, FIELDS () respects field-level security so it only shows the fields that you have permission to access.

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