Select Fields & Relationships and click New. Select Checkbox as the Data Type, then click Next and fill in the details. Click Next. Select the checkbox in the Read-Only column header. Deselect the Sales User and Support User checkboxes in the Read-Only column. Click Next then Save & New.
Full Answer
What is field trip in Salesforce?
Field Trip can be installed from the Salesforce AppExchange and allows you (an Administrator or Developer) to measure the usage of fields and determine whether to keep the field or not. It will take quite a while to run but will then allow you to run reports on standard or custom objects and look at the usage of particular fields.
What is the use of fieldset in Visualforce?
Fieldset is a grouping of fields, you can use this fieldset in Visualforce page to display that group of fields in that page. If you are using field set in Visualforce to display fields, then you can add, remove & reorder fields very easily. No need to do code modifications to the page, In fieldset only you can add, remove & reorder fields.
Where is this used in Salesforce?
In most editions of Salesforce, there’s a button that can be clicked that’s labelled “Where is this used?” when looking at a custom field. For the most part, this is a fine way to look at a single field because it can look at the following places:
How can I improve the health of my Salesforce data?
Take a Field Trip! Analyze the fields of any object, what percentage of records have that field populated, and the overall health of your data. Easily run and save reports to identify which of your fields can be removed to improve the overall health of your Salesforce data.
How do I find unused fields in Salesforce?
For unused fields go to workbench, Select all fields in that particular object and export a report using Bulk CSV option. If no data is in any of the fields then their is a good chance that those fields are not used anywhere. Please let me know it this helped you.
What does field usage hidden mean in Salesforce?
Active—In use and visible. DeprecateCandidate—Planned for deprecation and no longer in use. Hidden—Not visible and possibly planned for deprecation. Use with caution.
How do I check field usage in Salesforce?
On a custom field's detail page, click Where is this used? to see the field reference details. To view the settings for the layout, formula, or other reference, click a reference label. The list can include these references.
How do you use Ringlead field trip?
1:152:41How to Install and Use RingLead Field Trip - YouTubeYouTubeStart of suggested clipEnd of suggested clipIn this video we are going to scan the fields on my lead records. Now that I selected the object. I'MoreIn this video we are going to scan the fields on my lead records. Now that I selected the object. I'm just going to click Save and analyze to run the field trip. Test.
What is difference between visible and read only?
If you check the "Visible" checkbox, that field will be visible to that profile or Users of that profile will not be able see this field. Read-Only: If you check the "Read-Only" checkbox, that field will be read only for the users of that profile or Users of that profile will be able edit this field.
What is field accessibility?
Field accessibility is used to control field level access for different user profiles.
How do I create a field trip in Salesforce?
1:033:33Analyze field history in Salesforce - Field Trip! - YouTubeYouTubeStart of suggested clipEnd of suggested clipAgain all right so getting started is simple once you've installed the app navigate to the app fromMoreAgain all right so getting started is simple once you've installed the app navigate to the app from the app launcher. Next start your first field trip by clicking the field trip. Button.
What is Salesforce Optimizer report?
What is the Salesforce Optimizer Report? The Optimizer Report is a free and simple tool that takes the guesswork out of your Salesforce org and looks for potential problems in your implementation. This PDF report can be generated at any time to flag potential issues that may be hindering your instance.
Where is this used button Salesforce?
Salesforce has introduced a new Where Used Button on custom fields in Setup (beta in Sandboxes). On clicking it, a new panel with a record of the center metadata types is opened where a field is used.
What happened to the field Trip app?
The app, which offered educational VR tours, will be removed from iOS and Android app stores on June 30th, 2021. “The majority” of its tours will be migrated to Google's separate Arts & Culture app, letting users view them via web or mobile device.
What is a field trip in Salesforce?
Field Trip can be installed from the Salesforce AppExchange and allows you (an Administrator or Developer) to measure the usage of fields and determine whether to keep the field or not.
Is Field Footprint discontinued?
Field Footprint was created and maintained by Salesforce Labs it looks like it’s on it’s way to being discontinued as it’s now only available via links. It’s faster than Field Trip but doesn’t necessarily provide as much information.
What is the Salesforce Optimizer Report?
Salesforce Optimizer scans your Salesforce org and analyzes 40+ metadata features. Additionally, it also gives you recommendations on the side component with estimated configuration effort and resources!
Salesforce Optimizer App – Key Features
As I mentioned, I was lucky enough to get sneak a peek ahead of the Summer ‘20 release.
How to Enable Salesforce Optimizer
It’s really quick and easy to setup Salesforce Optimizer. There isn’t a package to install instead, it’s enabled from Setup. You require the following permissions to be able to run it: Customize Application, Modify All Data, and Manage Users.
Summary: The Future of Salesforce Optimizer
The Salesforce Optimizer Report is a secret weapon, giving Admins an insight into the performance and general health of their Org. With the Optimizer App coming up in the next release, you will have an interactive way to review and act on the recommendations for maintaining and improving your Salesforce org’s implementation.
