AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Field Trip Analysis

Understand Salesforce field usage and clean up with confidence

Overview

Analyse Salesforce field usage, population, dependencies, layout visibility, and risk to identify low-value fields, support safer clean up decisions, and reduce manual review effort across your org.

1 of 10

See How Field Trip Analysis Works

  • Analyse Salesforce field population levels to identify unused, rarely populated, or low-value fields that may be ready for review, clean up, or retirement.

  • See where fields are referenced across page layouts, reports, dashboards, and Apex before making changes, helping reduce the risk of breaking key processes.

  • Combine field usage and dependency insight so admins can make cleanup decisions based on evidence rather than assumptions or manual investigation.

  • Use automated recommendations to flag fields for review based on agreed criteria, supporting more consistent governance across objects and teams.

  • Run scheduled field analyses and share results by email, helping stakeholders stay informed without needing direct access to the Salesforce org.

  • Create reusable analysis templates to repeat field reviews at scale across multiple objects, reducing manual setup and saving admin time.

  • Track field analysis progress through dashboards and exportable reports that support audits, compliance reviews, and stakeholder conversations.

  • Reduce technical debt by identifying fields that add little value, expose unnecessary complexity, or create avoidable risk in your Salesforce org.

  • Support safer platform optimisation by understanding field usage, dependencies, and potential impact before changing, hiding, or removing fields.

As Salesforce orgs mature, fields are often added for projects, integrations, processes, or reporting needs. Over time, this can create a large and complex data model where it becomes difficult to know which fields are still useful, which are rarely populated, and which are safe to review. This app gives admins and platform owners clearer insight into field usage by analysing field population levels and highlighting low-use fields. It also helps identify field dependencies across key areas such as layouts, reports, dashboards, and Apex, so teams can better understand the potential impact of changes before cleanup work begins. Analysis can be repeated using templates, scheduled to run in the background, and shared through dashboards or exportable reports. This helps turn field review into a more structured and evidence-based process. Use it to support safer field cleanup, reduce technical debt, improve governance, and make better-informed Salesforce change decisions.

Categories

Business Needs
IT & Administration
Admin & Developer Tools
Audit & Compliance
Industries
Horizontal Product
Personas
Administrator
Architect
Consultant
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Sales Programs
Supports Sales Programs, which provides sales teams with AI-powered coaching, actionable insights, and automated program delivery. Learn More
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Agentforce
Multiple Currencies
Person Accounts
Salesforce Shield
Sales Programs
Community Builder
Managed Package
Lightning App Builder
Salesforce Mobile

More from Application Perfection Ltd

  • Data Dictionary Builder
    by Application Perfection Ltd
    Centralize and maintain your Salesforce data dictionary with ease. Visualize, edit, and update field metadata, descriptions, and compliance records in real-time. Ensure data governance, improve consistency, and generate reports effortlessly.
    IT & AdministrationAudit & Compliance

  • Permissions Manager Pro
    by Application Perfection Ltd
    Take control of Salesforce permissions with Permissions Manager Pro. Mass update profiles, permission sets, and field-level security while gaining instant visibility into user access. Ensure compliance and streamline security audits with exported reports
    IT & AdministrationAudit & Compliance

  • Report Manager Free
    by Application Perfection Ltd
    Keep your Salesforce org clean with Report Manager Free! Easily identify and remove outdated standard reports, reducing clutter and improving efficiency. Maintain a well-organized reporting environment as your org evolves.
    IT & AdministrationAdmin & Developer Tools

  • The Security & Access Manager Suite
    by Application Perfection Ltd
    Take control of Salesforce security with a powerful suite that manages object, field, and record access. Automate exports, simplify audits, and reduce risks with admin-friendly tools that keep your org compliant and efficient.
    IT & AdministrationSecurity

  • Instant Permissions Cloner
    by Application Perfection Ltd
    Streamline the transition from profiles to permission sets with Instant Permissions Cloner by Application Perfection. Instant Permissions Cloner simplifies profile migration to permission sets with an easy 1-2-3 click setup, eliminating manual effort.
    ProductivityIT & Administration

  • Permissions Audit Planner Pro
    by Application Perfection Ltd
    Easily audit and optimize Salesforce permissions using live dashboards. Identify security risks, track compliance, and assign audit tasks with structured plans. Generate reports, automate reviews, and ensure your org stays secure and compliant.
    IT & AdministrationAudit & Compliance

  • Report Manager Pro
    by Application Perfection Ltd
    Reduce admin effort and costs by streamlining report management in Salesforce. Analyze reports by last run date, schedule archiving/deletion, and review report types, filters, subscriptions, and usage stats. Gain insights with powerful dashboard intel.
    Admin & Developer ToolsDashboards & Reports

  • Burgess Cloud Consulting Ltd
    by Application Perfection Ltd
    No Ratings
    Whether you are looking to lean on us for skillsets outside your core Salesforce team or implementing Salesforce for the first time. Feel free to reach out and we can discuss your requirements to see if we are a good fit.

  • Ultimate User Manager
    by Application Perfection Ltd
    No Ratings
    Ultimate User Manager gives you the tools to manage Salesforce user access efficiently. Instantly identify high-risk permissions, track login history, and visualize role hierarchies, all from one intuitive interface
    IT & AdministrationAdmin & Developer Tools