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jerryk How to identify custom fields not actively used in the different record types
Hi,
we reached the limit for creating new custom fields. Now I am sure a number of the custom fields we once created are not used and/or displayed at all in the different record types. How could I identify those?
Regards,
Jerry
Hi Jerry,
Here is an idea. You can extract the data using DataLoader and see, from Excel, which fields only have NULL values. Irrespective of them being in a specific Page Layout you can easily start a discussion from there with the Business as to which ones are worth keeping which ones aren´t. Hope it helps,
J
All Answers
Hi Jerry,
Here is an idea. You can extract the data using DataLoader and see, from Excel, which fields only have NULL values. Irrespective of them being in a specific Page Layout you can easily start a discussion from there with the Business as to which ones are worth keeping which ones aren´t. Hope it helps,
J
the way we did this was a bit painful, but essentially you would run reports against a set of fields and then in your report criteria, choose something like where:
column A equals "" (blank/null)
or
column B equals "" (blank/null)
.
.
.
And this way you'll find which fields/columns don't have any values in it (and so can be assume has never been used). The other field I always put in is the Last Modified Date/Time field so that if some of the results show a small set of data where column A does have values (i.e. say 5 out of 2000 entries showed A with a value), you can use the Last Modified Date/Time to see when those 5 records were last updated. And if they were updated say over 2 years ago, then it's a good chance that column A was used at some point and then discontinued (whether because the record type was discontinued or some other field replaced it)
Thank you for your replies. I see, there doesn't seem to be an easy way to do this. Anyway, helpful discussion. Have a nice day!
Jerry Klein