Even administrators can’t view fields without permission. Go to Setup / Customize / Accounts / Fields, click on the custom field, click Set Field Level Security, and add Visible to your profile. If you’re on Professional Edition or lower, you’ll instead need to add the field to your account page layout.
Table of Contents
Is there a report on objects and fields defined in Salesforce?
At times you may want to have a report on objects and fields defined in your Salesforce Org. You may want this to document the schema definition in your org or for data migration/integration discussion and mapping.
Why can’t I add a custom field to a report?
You’re using a standard report type that doesn’t include custom fields. Some report types don’t allow custom fields. Try a different base report. Thanks for contributing an answer to Salesforce Stack Exchange!
How to create a custom report type in Salesforce?
All you need to do is to create a custom report type based on these two objects and use this custom report type as an ingredient in your report. You can then add filters or group by fields or do anything that you can do in a standard report in Salesforce. Your dish is ready.
How do I make a custom field visible to the user?
Your profile doesn’t have read access to this field. Even administrators can’t view fields without permission. Go to Setup / Customize / Accounts / Fields, click on the custom field, click Set Field Level Security, and add Visible to your profile.
How do I enable a field for a report in Salesforce?
Fields Available for ReportsSelect the object on the right window.Click “Add Fields Related Via Lookup”.Click the lookup field in the current object. You can now see the fields from the lookup object.Select the fields you would like to add and click OK.
How do I make fields visible in Salesforce?
Log in to your Salesforce account. Go to Setup. Select Permission sets….To add these and other fields to your Tasks:Go to Setup.Go to Object Manager.Go to Task.Click on Page Layouts and then your Page Layout Name.Add the fields you would like visible in your Tasks, then save:
Why can’ti see a field Salesforce?
Click Profile. Under Apps, click Object Settings then click the object. Under Field Permissions, click Edit. Select the Read and Edit checkbox for the preferred fields they must see.
How do I add a field to a report in Salesforce lightning?
2:184:35How to add fields to custom report types in Salesforce – YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd we’re going to add company name and department click ok and you’ll see once you click ok theyMoreAnd we’re going to add company name and department click ok and you’ll see once you click ok they automatically get added to the report you don’t need to drag and drop them.
Why is a field not showing in report Salesforce?
Go to Setup / Customize / Accounts / Fields, click on the custom field, click Set Field Level Security, and add Visible to your profile. If you’re on Professional Edition or lower, you’ll instead need to add the field to your account page layout. Setup / Customize / Accounts / Page Layout.
How do I check field visibility in Salesforce?
Go to setup and type field accessibility in quick search box.Now click the object, you want to change field accessibility for.Next page will show two options. … To change field accessibility click on the field access,a page will open.You can make field visible, required or read only from here.Save You changes.
How do I make fields visible in Salesforce lightning?
In Lightning ExperienceSelect the name of the user.Click Profile.Under Apps, click Object Settings then click the object.Under Field Permissions, click Edit.Select the Read and Edit checkbox for the preferred fields they must see.Save.
Why field are visible in classic but not in lightning?
If the field is on Task/Event then you have to add those field to Global Action layout to view them in lightning. Setup->>in quick find enter “Global action”->>click on New event->>edit layout->>drag and drop custom field->>save.
Why is campaign field not visible on lead?
The Campaign lookup field on the lead page disappears after a new lead is created because the purpose of this field is to make it easier for the user when creating a new lead to associate an existing campaign while on the lead edit screen.
How do I add all fields to a Salesforce report?
To add a field to a tabular, summary, or matrix report, double-click it or drag it into the Preview pane. To add a field to a joined report, drag it to the Preview pane. Press CTRL to select multiple fields. Drag an entire folder to add all its fields.
How do you add a column to a report in Salesforce?
To add a column, double-click the additional field from the Fields pane, and reorder the columns if you want to. To remove a column, click the column and select Remove Column.
Where is the fields pane in Salesforce?
On the left is the Fields Pane. This initially appears collapsed, but you can simply click the arrow to expand the pane. One convenient feature of the Fields Pane is the search capability where you can search for a specific type of field, like text, date, numeric, checkbox, or picklist.
What are reports in Salesforce?
Each Salesforce report is a set of data displayed in rows and columns that you can group or filter by certain criteria. You can also visualize Salesforce reports as a chart, such as a bar chart, line chart, donut, etc. Here is what it may look like:
How to create reports in Salesforce
Let’s go through the flow of creating a standard report in both Salesforce Classic and Lightning Experience. After that, we’ll also show you how to create a custom report type in Salesforce.
Salesforce report formats
When building reports in the Lightning Experience, the report format is updated automatically.
Salesforce report types
Salesforce offers out-of-the-box templates for reporting called report types. Each template corresponds to a particular set of data and columns to order this data. There are different types of reports grouped into several categories:
Reporting outside of Salesforce – why you should consider this
Both standard and custom reports in Salesforce are suitable for simple analytics, such as pipeline analysis. However, they are not fit for more advanced analytical purposes, making forecasts, and blending Salesforce records with external data.
Are native Salesforce reports good?
There cannot be an exact definition of good or bad for Salesforce reports. You can use them for your basic reporting needs, and they are good for that. At the same time, Salesforce reports are limited in functionalities compared to Google Sheets or Excel, where you can implement complex calculations.
