How to: Field Trip by RingLead.
- 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. For the …
- 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.
Table of Contents
What is field trip analysis in Salesforce?
Qandor’s Field Trip is a free tool on the Salesforce AppExchange that is incredibly simple to use and can empower admins and reveal what fields the team is using. Working through the fields is easier with Field Trip Analysis’ that run against specific objects.
How do I install and use field trip?
With a simple install, an intuitive user interface, and an easy-to-export report, Field Trip has made analyzing your fields quick and painless. Once installed, simply name your trip, select an object (e.g. Accounts) and, optionally add a filter (for record subsets).
What is field trip and how does it work?
Field Trip is a free App from the AppExchange designed to allow you to see which fields are used and how often by Object. Field Trip allows you to filter the usage through SOQL queries if you want to see something more specific.
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).
What is a field trip in Salesforce?
Field Trip can be installed from the Salesforce AppExchange and allows you (an Administrator or Developer) to measure the usage of fields and determine whether to keep the field or not.
Is Field Footprint discontinued?
Field Footprint was created and maintained by Salesforce Labs it looks like it’s on it’s way to being discontinued as it’s now only available via links. It’s faster than Field Trip but doesn’t necessarily provide as much information.
Why is field maintenance important in Salesforce?
This is why it’s important to remove excessive fields that aren’t being used.
What is Qandor Field Trip?
Qandor’s Field Trip is a free tool on the Salesforce AppExchange that is incredibly simple to use and can empower admins and reveal what fields the team is using. Working through the fields is easier with Field Trip Analysis’ that run against specific objects. Running this analysis gives insight into the following:
Can Salesforce inherit an existing Salesforce instance?
At some point in a Salesforce Administrators career, they will inherit an existing and already customized Salesforce instance. It can be very exciting to start digging around in the custom objects and code, putting on a thinking cap and working through how the customizations all work together and how the business uses the tool. The downside to this excitement is that often times they will also uncover a hidden mountain of technical debt that leadership probably doesn’t know about and that the previous owners were too busy to deal with. This is especially likely with older orgs, especially if the previous managing team didn’t keep up with releases or the implementation of new functionality.
Why is it important to be nimble in your routes?
It’s important to be nimble in your routes. This helps you adapt to changes in the landscape such as traffic or schedule changes, as well as market changes such as new customer expectations or opportunities.
Why is route planning important in sales?
Sales route planning is critical to a sound sales strategy. If you do it right, you’ll reap the rewards of connecting your sales reps to high-value opportunities at the right time. This can be a complex process. But with planning and the right technology, sales teams can get the most out of every day in the field.
Why is software important for reps?
The software also helps reps spot new opportunities and avoid problems before they happen by ensuring they always have ready access to relevant customer, market, and territory data. For example, say a rep is out in the field meeting with a customer.
Why is it important to have immediate access to customer data?
Having immediate access to customer data helps sales reps make informed decisions out in the field. Integrat e your route planning with CRM and business data to help reps act on the fly.