What is a Field Trip in Salesforce

Have you ever needed to dig into the different objects and fields in your Salesforce instance to see how they're actually being used?

It can be exhausting to manually analyze all those fields, especially when you’re managing a large organization’s Salesforce environment.

That’s where Field Trip comes to the rescue!

This tool makes it easy to get a clear picture of how fields are utilized, saving you from all that tedious work and helping you keep everything organized and efficient.

In Salesforce, Field Trip is a handy tool from a third-party app called Field Trip by ZoomInfo.

It helps admins and developers check how often fields across different objects are actually being used.

This gives valuable insights into which fields are frequently populated and which ones are not, making it easier to clean up and optimize the Salesforce setup for better efficiency.

To install this application navigate to Salesforce AppExchange & search for "ZoomInfo Field Trip" and click on the "Get It Now" button.

Once the application is installed, navigate to the App Launcher and search for "Field Trip"

Before we start using the Field trip we need to configure remote site settings.

As shown in the image below, you can easily create a new Field Trip by clicking on the 'New Field Trip' button or use the existing ones.

To set up a new Field Trip, simply enter a name for the Field Trip and select the object you want to analyze. If you’d like to focus on a specific subset of records, you can also add criteria to narrow down your analysis.

As you click on the analyze button you can see the usage of different fields listed in percentage form under the Populated on (%) field.

In conclusion, Field Trip allows you to easily analyze the fields of any object in Salesforce, providing instant insights into what percentage of your records (or a selected subset) have data in those fields.

By running reports on both standard and custom fields, you can gain a clearer understanding, helping you make more informed decisions about data management.

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