The Fields Vs Page Layouts report will show you an array of fields by page layouts and record type. This is useful for finding page layouts with too many required fields, or fields that need a page layout. This interface is available by right clicking an item on the desktop and also from the Options Menu.
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Metazoa Snapshot's Fields Vs Page Layouts Report provides you with a comprehensive view of the custom fields included in various page layouts for an object in Salesforce. This guide is designed to help you understand the features and functionality of this report.
Overview
The Fields Vs Page Layouts Report maps all the fields of a custom object and page layouts that include those fields. The report is laid out in a matrix format, where the fields are listed on the vertical axis and the page layouts on the horizontal axis.
The report showcases the following:
- All of the page layouts for a specific object (such as Account).
- Field inclusion status for each layout, denoted by a marker in the cell that intersects a field and a page layout.
- The accessibility level of each field in the layout, whether it is read-only, editable, or required.
This report is versatile and can be generated for any custom objects. It delivers information by managed package and page layout, detailing all the fields included and where they are incorporated.
Steps to Generate the Report
- From your Metazoa Snapshot dashboard, navigate to the Fields Vs Page Layouts report.
- Select the desired objects. Upon selection, these objects are automatically included in the report generation process.
- Click on 'Generate Report'.
After the report has been generated, you will see a matrix displaying the objects, fields, page layouts, and accessibility level of each field.
Exporting the Report
The Fields Vs Page Layouts Report can be exported immediately or scheduled for later delivery. When scheduling the report, you can set the frequency for the report to be generated and sent out.
Export options include:
- PDF: Ideal for printing or viewing the report offline.
- CSV: Best for importing the data into another software for further analysis.
The report can be delivered through:
- Email: The report will be sent to your designated email address.
- Chatter: The report will be posted in the designated Salesforce Chatter group.
- Content: The report will be saved in Salesforce Content for easy access and distribution.
Metazoa Snapshot's Fields Vs Page Layouts Report is an excellent tool for Salesforce administrators and developers to get a clear overview of custom fields and their inclusion in page layouts, aiding in system optimization and data integrity management.