Field Trip (ZoomInfo Field Trip App Exchange tool)

Field Trip for Data Analysis and Data Cleansing Process

 

 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:

• Identify and remove fields that aren’t used
• Make important fields required
• Clean-up Page Layouts
• Identify what data your users think is valuable

 

Field Trip mainly comprises of two objects namely,

1. Field Trip

2. Field Analyses

In the Field trip object, the user can give the name for field analysis, object API name and the criteria to filter the field for the record. Thus, it will list all the custom and standard fields of the selected object. It also provides the information of the percentage of the field utilization along with record count.

The Field Analyses object contains all the details like Field name, label, Type, PopulateOn and PopulateOn% in which we want to analyze. The Field Analyses (child) object has a master-detail relationship with Field Trip (Parent) object. So, the Field Trip Analyses object details are displayed in the related list of Field Trip object.

It also provides us the facility to generate the field trip reports monthly and current date (today’s date) report. With the help of this report, we can easily find and remove the unused fields of objects in the organization.

 

Pros: 

1. Easy to analyze the fields for all custom and standard objects fields.
2. Field trip reports help to analyze the fields which are not used consistently.
3. No limitation to the number of records or fields to be analyzed.
4. Analyzing the subset of records by adding filters is possible.
5. Cleaning up the unused fields in the object.

Cons: 

1. In the Field Trip, we can’t create the report based on the page layout.
2. All reports should display all the fields listed on an object.
3. If we need to analyze the subset of records, then we require an SOQL Query to be built to filter those records.
4. Field Creation Date is not available on the reports. When a field is created, the field utilization % will be zero. It would be nice if we could pull based on the creation date of the field.

Conclusion : 

This Field Trip Application is very simple and easy to use.This is the best tool for data cleansing  and data analyses process.Report generation helps us to easily find and remove any unused fields in the object.