Tool Guide · Field Cleanup

WHAT A SALESFORCE FIELD AUDIT TOOL ACTUALLY NEEDS TO SURFACE.

Fill rate is one signal. A useful Salesforce field audit tool surfaces fill rates, hidden populated fields, layout coverage, FLS visibility, and required-field status together — so cleanup candidates can be reviewed with context, not guessed at.

Read-only diagnostics · Review-ready XLSX workbook · No package install · No Connected App

01 — What You Actually Need

A FIELD AUDIT TOOL SHOULD DO MORE THAN COUNT FIELDS.

Most field cleanup requests start with a question: which fields on this object are actually being used? The answer depends on what "used" means — and that is harder to determine than it appears.

A field that has a low fill rate may still be on every page layout. A field that is not on any layout may still hold data written by a retired integration. A field that appears unused by most users may be restricted through FLS so only a small group can see it — which means it was always functioning as designed, and the fill rate was always going to look low.

A Salesforce field audit tool needs to surface multiple signals in one view so admins can evaluate cleanup candidates in context, not in isolation. That means more than an export — it means a workbook structured for review.

02 — What the XLSX Workbook Contains

WHAT EACH FIELD ROW SHOWS IN THE WORKBOOK.

The Field & Object Audit workbook produces one row per field per selected object. Each row contains structured review signals so admins can triage and filter without running additional queries.

Per-field columns in the workbook

  • Field API Name: the internal name used in code, integrations, and SOQL — what external systems reference when they write to this field
  • Field Label: the display name users see on layouts and reports
  • Field Type: Text, Picklist, Lookup, Formula, Currency, etc. — formulas and rollups cannot be deleted without removing the formula first
  • Fill Rate %: the percentage of records on this object that have a non-null value for this field, used as a first-pass candidate signal
  • Hidden Populated Flag: whether the field has data but does not appear on any page layout — a high-risk category for accidental data loss
  • Layout Count: how many page layouts include this field — a field on zero layouts is invisible to users regardless of FLS
  • FLS Profile Count: how many profiles have read or edit access to this field — helps contextualize a low fill rate
  • Required Field Flag: whether the field is marked required at the object level or through validation rules
  • Status Band: a summarized cleanup signal: Cleanup Candidate, Review Needed, Active, or Not Assessable — based on the combination of signals above

The workbook also includes object-level summary tabs with headline counts, a Schema Health Score, and a cleanup candidate tracker for review sign-off.

Relevant Workbook

Field & Object Audit

The Field & Object Audit workbook surfaces field inventory, fill rates, hidden populated fields, layout coverage, FLS visibility, and required-field indicators across selected objects — formatted for structured admin review.

03 — How to Read Fill Rate

WHAT FILL RATE ACTUALLY TELLS YOU — AND WHAT IT DOES NOT.

Fill rate is the most visible signal in a field audit, but it needs to be read carefully. The same percentage means different things depending on the field type, the object, and who has access.

0%

Never populated

No record on this object has a value for this field. This is a strong cleanup candidate signal — but still requires checking whether the field is a formula, required by a validation rule, referenced in automation, or reserved for future use. A 0% fill rate field that is also on zero layouts and has zero FLS profiles is a high-confidence candidate for review.

1–5%

Very low use

Only a small fraction of records have a value. This may indicate a field used only for a specific record type, a specific import scenario, or a manual admin-only workflow. Check the FLS profile count and layout count before flagging as unused. A field with 3% fill rate but 1 layout and 2 profiles may be working exactly as designed.

5–20%

Selective use

The field is being used, but not broadly. This range often indicates a field tied to a specific process, a record type, or a conditional workflow. Record-type breakdown can show whether usage is concentrated in a subset of records rather than spread across the full object. Review before cleanup.

20–60%

Moderate use

The field is in regular use across a meaningful portion of records. Cleanup decisions in this range are uncommon and require a strong justification — usually a confirmed process change or data model redesign. These fields should be excluded from routine cleanup reviews.

60%+

Active

The field is actively populated across the majority of records. Do not flag for cleanup without business owner review and a documented reason.

Fill rate thresholds above are starting points for triage, not firm rules. The right threshold depends on your object volume, business process, and the other signals in the row.

For a full treatment of fill rate as one signal among many, see the fill rate reference signals guide.

04 — Hidden Populated Fields

THE FIELD CLEANUP RISK MOST ADMINS UNDERESTIMATE.

Hidden populated fields are fields that contain data but do not appear on any active page layout. They look unused at a glance — nothing on the layout, minimal visibility in reports — but they still hold values.

A common scenario

An Account object has a field called Legacy_Region__c. It was added during a 2019 migration from a legacy CRM to map regional territory data. After the migration was complete, the field was removed from all layouts because the new region logic lived elsewhere. Two years later, an admin running a cleanup review sees 0 layouts, 2% fill rate, and flags it for deletion.

What the layout and fill rate signals do not show: the field still has values written on 8,400 Account records. A reporting tool used by the finance team runs a monthly SOQL query against it. Deleting the field breaks the query and loses the historical region values permanently.

A field audit tool should flag this field as "hidden but populated" — a distinct category that gets stakeholder review before any cleanup action.

Hidden populated fields are not rare. In orgs that have gone through integrations, migrations, or multiple admin transitions, they are common. A field audit that only reports fill rate and layout presence will not surface this risk explicitly — which is why the hidden-populated flag needs to be a first-class column in the workbook, not derived from other signals.

05 — FLS and Fill Rate

WHY FLS SCOPE DISTORTS FILL RATE.

Fill rate is calculated across all records on the object. But who can actually write to a field is controlled by field-level security. If a field is restricted to a small number of profiles, it will always show a low fill rate — not because it is unused, but because only a small group can populate it.

Example: FLS scope and fill rate interpretation

FieldFill RateFLS ProfilesRead as
Credit_Score__c3%2 of 38Likely active — only finance team can write to it. Low fill is expected.
Referral_Source__c4%35 of 38Higher cleanup candidate signal — wide access, but almost nobody populates it.
Legacy_UTM__c0%0 of 38No access, no data — strong candidate, but verify it is not referenced in flows or integrations.

Reviewing fill rate without FLS profile count leads to false candidates and missed risks. Running the Permission & FLS Audit alongside the Field & Object Audit gives you the access context needed to read fill rates accurately.

Relevant Workbook

Permission & FLS Audit

The Permission & FLS Audit workbook maps field-level security exposure across profiles and permission sets, helping you interpret field usage data in the context of who can actually see and edit each field.

06 — Layout Coverage

WHAT LAYOUT COVERAGE TELLS YOU ABOUT FIELD VISIBILITY.

Layout count tells you how many page layouts include a field. A field that is not on any layout is invisible to users in the standard UI — but that does not mean it is unused.

How to interpret layout count

  • 0 layouts: The field is not visible on any standard page layout. Combined with 0% fill rate and no FLS access, this is a high-confidence cleanup candidate. Combined with populated records, it is a hidden-populated risk that requires investigation before action.
  • 1–2 layouts: The field is present on a limited subset of layouts. This is common for record-type-specific fields or admin-only screens. Check which record types use those layouts before treating this as low coverage.
  • 3+ layouts: The field has meaningful layout coverage. Even if fill rate is low, this suggests the field was intentionally placed for user-facing workflows. Do not flag for cleanup without business owner confirmation.
  • All layouts: The field is on every layout for this object. High layout coverage with low fill rate is a signal to review the business process, not necessarily to remove the field.

Layout count also matters for understanding whether a field removal will affect the user experience. Removing a field that is on 8 layouts creates 8 layout change events — each of which needs to be reviewed before deployment.

07 — Cleanup Candidate Review Workflow

HOW TO USE THE WORKBOOK TO BUILD A DEFENSIBLE CLEANUP LIST.

The Field & Object Audit workbook structures the evidence. The review workflow below shows how admins typically move from raw signals to a cleanup decision with documented sign-off.

01

Filter by status band

Start with fields flagged as Cleanup Candidate in the Status Band column. These are fields where fill rate, layout coverage, and FLS scope all point in the same direction. This is your working list — not your final list.

02

Exclude hidden populated fields

Before any action, remove hidden-populated fields from the candidate list. These are flagged explicitly in the workbook. They need a separate stakeholder review to confirm whether the data can be discarded before the field is touched.

03

Cross-reference FLS scope

For each remaining candidate, check the FLS Profile Count column. A field with wide FLS access and near-zero fill rate is a better candidate than one with narrow access. Narrow FLS plus low fill rate means the field was always expected to be sparsely populated.

04

Check layout count

Zero layouts confirms the field is not user-facing. One or two layouts means it may be tied to a specific record type or admin workflow. Confirm with the layout owner before proceeding.

05

Validate automation dependencies

The workbook does not scan runtime automation references — that requires reviewing Flows, Apex, and validation rules separately. Use the Automation Inventory to check whether any active automation references fields on your candidate list.

06

Document decisions in the cleanup tracker

The workbook includes a cleanup tracker tab for recording decisions, reviewers, and sign-off status. Keeping this in the workbook file means the review evidence stays with the audit, not in a separate Slack thread or email chain.

The output of this workflow is a cleanup list with review evidence, not a delete list. Each field on the list should have a documented reason, a reviewer, and a sign-off before any change is made in Salesforce.

08 — Tool Comparison

FIELD AUDIT TOOL VS. ADJACENT GUIDES.

Several KeelCadence resources cover related ground. This table shows how the field audit tool sits relative to the field cleanup checklist and the metadata audit tool — so you know which to use when.

AspectField Audit ToolField Cleanup ChecklistMetadata Audit Tool
OutputXLSX workbook with per-field signal rows, status bands, health score, and cleanup trackerWritten guide: what to check and why before a field cleanup projectXLSX workbook covering field, object, permission, and automation metadata across the org
FocusField-level signals: fill rate, FLS, layout coverage, hidden populated, required flagsCleanup process guidance: when to clean, what to validate, how to get sign-offFull org health: field inventory plus object structure, automation, permission coverage
Use whenYou need structured evidence about specific fields before a cleanup decisionYou need to understand what the review process should cover before you startYou need a complete first-pass picture of an unfamiliar or inherited org
Replaces the other?No — the checklist tells you what to review; the tool gives you the data to fill it inNo — the checklist is the process; the tool generates the evidenceNo — broader scope, less field-level depth; best used before field-specific drill-down
09 — What This Does Not Prove

WHAT A FIELD AUDIT DOES NOT CONFIRM.

A field audit workbook surfaces review signals. It does not replace the review conversation.

What this does not prove

  • That a field is safe to delete — cleanup decisions require stakeholder sign-off from business owners, reporting owners, automation owners, and integration owners
  • Full automation dependency coverage — runtime references from Flows, Apex, and integrations may not appear in available metadata signals
  • That a low-fill field is truly unused — some fields are intentionally populated only in specific scenarios, record types, or import processes
  • Integration field usage from API calls or connected systems outside Salesforce metadata — external dependencies require a separate review
  • That hidden populated fields can be removed — their data provenance still needs a documented review before the field or its data is discarded

The workbook gives you a structured starting point for the review. The review itself — including stakeholder input and documented decisions — is still your responsibility.

10 — Related Resources

RELATED GUIDES.

FAQ

FREQUENTLY ASKED QUESTIONS.

What should a Salesforce field audit tool surface?
A useful field audit tool should surface field inventory by object, fill rates, hidden populated fields (fields with data not on any layout), FLS and profile visibility coverage, layout presence, and required or locked field indicators. Fill rate alone is not enough — the tool should give you multiple signals so you can evaluate cleanup candidates in context, not in isolation.
Is a Salesforce field audit the same as a field cleanup?
No. A field audit is the review phase: gathering metadata signals about field usage, visibility, and risk before making any decisions. Field cleanup is the change phase: hiding, archiving, or deleting fields based on what the audit found. Running a structured field audit before cleanup is what makes cleanup decisions defensible to stakeholders.
What are hidden populated fields and why do they matter in a field audit?
Hidden populated fields are fields that contain data but are not visible on any page layout and may not be accessible to most users through FLS. They are a common source of accidental data loss during field cleanup — a field that looks unused because nobody sees it on a layout may still hold values written by a retired integration or migration. A field audit should flag these as a distinct review category before any cleanup decision is made.
Does KeelCadence's Field & Object Audit confirm which fields are safe to delete?
No. The workbook surfaces review signals — fill rate, layout presence, FLS visibility, hidden populated status — so you can identify cleanup candidates and review them with context. It does not confirm that a field is safe to delete. That determination requires stakeholder review, automation dependency checks, and documented sign-off from business owners.
What objects should a Salesforce field audit cover?
Most field audits start with high-customization objects: Account, Contact, Opportunity, Lead, and any object that has accumulated fields over multiple projects or migrations. The Field & Object Audit lets you select the objects you want to review rather than scanning the entire org.
Do I need to install a Salesforce package to run a field audit with KeelCadence?
No. KeelCadence does not require a Salesforce package install, Connected App setup, or persistent OAuth token. The diagnostic runs read-only against your org metadata for the session and does not store credentials or export customer record data.
How is a field audit tool different from a field cleanup checklist?
A field audit tool produces structured evidence — a workbook of signals per field across selected objects. A field cleanup checklist is a process guide: it tells you what steps to follow and what questions to ask before cleanup. The two work together: the checklist gives you the review framework, the audit tool gives you the data to fill it in.
How is a field audit different from a metadata audit?
A field audit focuses specifically on field-level signals: fill rates, FLS, layout coverage, and hidden populated fields per object. A metadata audit is broader, covering the full org structure including objects, automation, permissions, and configuration. Most cleanup projects start with a field audit. A metadata audit is the right tool when you need a complete org health picture before a larger change initiative.
Next Step

Turn this field review into a workbook.

Once you have reviewed the signals that matter, run the read-only Field & Object Audit to capture fill rates, hidden populated fields, layout coverage, and cleanup candidates in one review-ready XLSX workbook.

Read-only · No package install · No Connected App setup · No Salesforce writes

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