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Running Clean Up Reports

Platform Governance for Salesforce provides predefined reports to help you clean up your Salesforce Instance. The reports are available by opening Netwrix Dashboard > Reports > Clean Up and selecting a report:

  • Default Clean Up List View
  • Open Clean Up Status
  • Clean Up Waiting for Info
  • Customizations Excluded from Clean Up
  • Unused Fields
  • Unused Apex Code
  • Unused Reports
  • Customizations with Inactive Owners
  • Customizations without Related Processes
  • Custom Fields without Help Text
  • Custom Fields without Description

Using the Reports​

  • Filters: Open the filters to see the criteria used for the report. You can modify the unlocked filters to narrow the focus of the results.
  • Column Sort Order: Use the toggler in the column heads to change the sort order of the results based on the selected column.
  • Links: Use the linked fields to open details about the customization or user.

Default Clean Up List View​

The results list all customizations of Record type Objects & Fields, starting with API Name Account, Salesforce Type CustomField and used less than 180 Days Ago.

Open Clean Up Status​

This report enables you to find customizations that have been identified and noted for clean up.

Clean Up Waiting for Info​

The results list customizations flagged with clean up status Send Request Info Emails.

Customizations Excluded from Clean Up​

The results list active customizations flagged with clean up status Ignore.

Unused Fields​

The results list all of the unused custom fields.

Unused Apex Code​

The results list Apex code not used in the past 6 months.

Unused Reports​

The results list all of the unused reports.

Customizations with Inactive Owners​

Ownership of customizations is important for clean up and accountability in the system.

The results list customizations with owners who are either:

  • Not active in Salesforce
  • Do not have access to Platform Governance for Salesforce

The results list all customizations with no process assigned.

Custom Fields without Help Text​

Help and Descriptions enable users to more efficiently use the system. The results list customizations missing help.

To fix, open the customization, click Update Description and Help Text.

Custom Fields without Description​

Help and Descriptions enable users to more efficiently use the system. The results list customizations missing descriptions.

To fix, open the customization, click Update Description and Help Text.