Fields build up quietly.

Projects, integrations, and reports keep adding more fields.Some go unused. Some are barely populated. Some sit on layouts, in reports, or behind dependencies you cannot see quickly.So cleanup turns into guesswork, delay, and risk.

Field insights removes the guesswork.

Setup lists fields.Field Trip Analysis evaluates them.

Clearer usage. Safer cleanup. Shareable evidence.

Field usage analysis

See field population percentages, populated record counts, and automatically generated recommendations for Keep, Review, or Remove.

Layoutvisibility insight

Check if fields appear on page layouts and if they're included, missing or hidden.

Dependency and deletion risk

Review warnings and where fields appear in code and reports.

Scheduled analysis& shareable reports

Schedule recurring runs and share results with stakeholders.

Low population does not always mean low value.Field Trip Analysis reveals usage, exposure, and cleanup risk.

FIELD CLEANUP REVIEW REDUCED

Hours of manual checking

One field usage review

with Field Trip Analysis

"Before Field Trip Analysis, field cleanup felt like guesswork. Low population didn't tell us what depended on a field. Now we can act with confidence instead of deferring decisions we couldn't fully support."

Stephanie Poorman

Setup wasn't built for field cleanup decisions.

Here's where that gap shows up across eight common field review and cleanup tasks.

Salesforce Setup

With Field Trip Analysis

Clean-uprecommendations

No native clean-up recommendation

Automatically generate Keep, Review, or Remove recommendations

Field population

Manually inspect whether fields are populated

See population percentage and populated record counts in one view

Dependency review

Check dependencies through separate toolsor manual investigation

See dependency warnings and where fields are referenced in code and reports

Multi-object review

Work through fields object by object

Analyse fields across one or multiple objects in a single run

Layout visibility

Open each page layout to check whether the field is there

See whether a field is included, missing or hidden across layouts

Field accessexposure

Trace field-level security through each profile and permission set

See which profiles can access each field alongside its usage

Repeat analysis

Rebuild the filters and selections each cycle

Save the configuration as a template and reuse it

Stakeholder reporting

Manual export and formatting after every run

Schedule recurring runs and email results to stakeholders

CloseSee 5 more comparisons

Eight ways to do what setup can't

See how consistently each field is populated across selected Salesforce objects. Quickly identify fields that are heavily used, rarely populated or completely empty, giving admins clearer evidence when deciding what should be retained, investigated or considered for cleanup.

Automated recommendations help teams focus their attention on likely cleanup candidates while keeping the final decision with Salesforce admins and relevant stakeholders.

Analyse a single object or multiple objects within the same run. This makes it easier to review larger areas of the Salesforce data model consistently, while background processing supports more extensive analyses.

See where fields are included across page layouts and identify potential gaps or inconsistencies. This helps admins understand whether fields appear in the right places before changing, documenting or retiring them.

Review which selected profiles and permission sets can access individual fields. This adds important security context to field analysis, helping teams identify unnecessary exposure, confirm intended access and support stronger field governance.

See where fields are referenced across page layouts, reports, dashboards and Apex. Combining dependency information with field-population data gives teams a clearer picture of the potential impact before changing or retiring a field.

Save commonly used selections and analysis criteria as reusable templates. Teams can repeat the same checks during future reviews, apply a more consistent governance process and avoid rebuilding their analysis configuration each time.

Schedule field analyses to run automatically and distribute the results by email. Dashboards and exportable reports make it easier to monitor progress, share findings with stakeholders and maintain an ongoing field-governance process.

  • Field Population Analysis
    See how frequently every field is populated and quickly identify fields that are heavily used, rarely completed or completely empty.
  • Data Quality Scoring
    Measure average field-population levels across each analysis to understand data completeness and track improvements over time.
  • Multi-Object Analysis
    Analyse up to five standard, custom or managed-package objects in a single run for a broader view of your Salesforce data model.
  • Targeted Record Analysis
    Focus analysis using Record Types, Last Modified Date ranges and custom SOQL filters to assess the records that matter most.
  • Automated Cleanup Recommendations
    Automatically classify fields as Keep, Review or Remove, helping admins prioritise cleanup candidates without reviewing every field manually.
  • Populated Record Drill-Down
    Open the records behind each population result to see where a field is being used, when it last changed and who made the change.
  • Record Type and Segment Analysis
    Understand whether a field is used across the whole object or is especially important to one Record Type or business process.
  • Page Layout Visibility
    See which page layouts contain each field, which layouts are missing it and whether the field is visible to the current user.
  • Security Exposure Analysis
    Review how widely each field is accessible through Profiles and Permission Sets before changing or retiring it.
  • Dependency Discovery
    Identify where fields are referenced across Apex, Flows, Email Templates, Reports, Page Layouts and Lightning Record Pages.
  • Deletion Risk Analysis
    Combine field population, security exposure, layout visibility and dependencies into a clear deletion-risk assessment before making changes.
  • Reusable Analysis Templates
    Save repeatable analysis configurations for recurring audits, governance checks and cleanup projects.
  • Scheduled Analysis
    Run analyses automatically on a weekly, monthly or quarterly basis and email the results directly to the person responsible.
  • Dashboards and Quick Actions
    View total analyses, fields assessed, average data quality and unused fields, or immediately run common Account, Contact and Opportunity analyses.
  • Export and Share Reports
    Export the current Object Population results to CSV or email reports to selected recipients.
  • Analysis History and Trend Tracking
    Retain completed analyses, reopen previous reports and compare field counts, record volumes and data-quality scores over time.

Need to get your field cleanup under control? Book a tailored demo

Book a Demo

30 min walkthrough. No prep needed

One workspace. Clearer field review.

1

Select objects

Choose one or multiple Salesforce objects to analyse and review.

2

Configure or reuse

Apply filters, select the field types you need, use a saved template, or schedule a recurring run.

3

Review usage & risk

See population levels, layout visibility, access exposure, dependencies, & automatically generated recommendations.

4

Export & share

Export results to CSV or email a stakeholder-friendly report for review, cleanup planning, or audit evidence.

Field Trip Analysis is one part of a broader governance picture

Field Trip Analysis shows which fields are still earning their place.The suite covers the permissions, users, and audit work around them.

Part of the Security + Access Manager Suite

Eight apps. One workflow covering permissions, users, audits, reports, and metadata.Field Trip Analysis can be installed as a standalone app or as part of the full suite.

See any user's full access, risk score and login history, and grant or revoke in one place.

View App

Move profiles to permission sets in three clicks, or clone one user's access to another in seconds.

View App

Plan reviews with owners and deadlines, track progress, and export audit evidence.

View App

Find stale reports, check what's linked, then archive or delete in bulk.

View App

Compare and bulk-edit permissions across profiles and permission sets, with a full audit trail.

View App

Document and classify fields as an admin, and share trusted definitions with every user.

View App

Ready to stop guessing which fields are still useful?

In a tailored demo we'll show you:

• How Field Trip Analysis identifies low-usage fields and cleanup risk• How layout visibility and dependency checks work in one analysis• How to export and share results for cleanup planning and stakeholder review

30 minutes. No prep needed. No credit card required.

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