Slaesforce FAQ

how to use field trip app in salesforce

by Letitia Mraz Published 2 years ago Updated 1 year ago
image

  • Go to App Launcher and click Field Trip
  • Click New Field Trip
  • For the Name, I always recommend using the Object name and then some sort of time stamp, as you will most likely rerun this in the future. ...
  • Click Save and Analyze
  • You will receive an email when the analysis is done. The amount of time will vary based on how many records and how many fields you have

Part of a video titled How to Install and Use RingLead Field Trip - YouTube
0:16
2:41
The first step is to search for field trip on the Salesforce. AppExchange. Then click on field trip.MoreThe first step is to search for field trip on the Salesforce. AppExchange. Then click on field trip. Click get it now then log in to your Salesforce if prompted choose.

Full Answer

What is field trip in Salesforce?

Unpopulated fields in your Salesforce Org cause confusion, skew reports, and make basic admin duties more difficult than they need to be. Field Trip lets you analyze the fields of any object, giving you instant insight into what percentage of your records (or a subset) have that specific field populated.

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 analyze the number of populated fields in Salesforce?

To analyze the fields for any object, including what percentage of the records (or a subset of your records) have that field populated, consider using the free "Field Trip" utility available on the AppExchange from Qandor. Note: Field Trip is a 3rd party app and not supported by Salesforce.

How do I create a field trip record?

In addition, there is an Idea Exchange posting that requests reporting on custom objects and custom fields. Once installed, click the "Field Trip" tab to get started, then create a new Field Trip Record by giving it a name, selecting an object (e.g. Accounts) and optionally a filter (in case you don't want to process all records in the data base).

image

How do you use field Trip app?

1:213:33Analyze 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.

How does field trip work in Salesforce?

Field Trip lets you analyze the fields of any object, giving you instant insight into what percentage of your records (or a subset) have that specific field populated. Run reports on the standard and custom fields you have in Salesforce for a better understanding of which field are important to your organization.

How do I run a field trip report in Salesforce?

How to Run an Analysis:Click on the plus symbol in your menu “+”Click the Field Trip object.Click the “New Field Trip” button.Name your Field Trip (example: All Leads)Select the API Name of the Object you want to Analyze. ... If you know SOQL you can narrow down your analysis. ... Click “Save and Analyze”More items...•

How do I create a field trip in Salesforce?

Once installed, click the "Field Trip" tab to get started, then create a new Field Trip Record by giving it a name, selecting an object (e.g. Accounts) and optionally a filter (in case you don't want to process all records in the data base).

How do you write a field trip report example?

How to Write a Field Trip ReportLead with Interesting Introduction. Start your introduction with information that leads up to your thesis statement, which is usually the last sentence of your introduction. ... Provide Facility Details. ... Discuss Surprising Findings. ... End with Compelling Conclusion.

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.

Where is field used in Salesforce?

Find out where a custom field is referenced, such as in a formula or Apex class, with a click of the Where is this used? button. You can see where a field is used and where changes to the field appear before you edit it.

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.

A B C D E F G H I J K L M N O P Q R S T U V W X Y Z 1 2 3 4 5 6 7 8 9