Determining field visibility by record type in native Salesforce requires manually checking page layouts, field-level security, and record type assignments across multiple setup areas without consolidated results.
You’ll learn how to map field visibility by record type using metadata queries that reveal field availability without accessing actual record data.
Map field visibility using Coefficient
Salesforce’s field visibility depends on complex interactions between page layouts, field-level security, and record type assignments. Getting a complete visibility audit through standard interfaces is time-intensive and error-prone.
Coefficient addresses this by enabling metadata queries that reveal field visibility patterns without touching actual record data, giving you comprehensive visibility mapping across all record types.
How to make it work
Step 1. Set up metadata querying in Coefficient.
Launch Coefficient in your spreadsheet and connect to Salesforce. Choose “Custom SOQL Query” to access metadata objects directly. This lets you query field visibility information without running data-based reports.
Step 2. Extract all fields for your target object.
Start with this comprehensive field extraction query:
This returns all non-compound fields for your target object, providing the foundation for visibility analysis.
Step 3. Query record type information.
Run a separate query to get record type details:
This shows which record types exist and helps you understand field associations across different Case types.
Step 4. Export and analyze visibility patterns.
Export your metadata to spreadsheet format where you can cross-reference field definitions with record type information. Use Coefficient’s filtering capabilities to focus on specific record types or field criteria, creating comprehensive visibility audits.
Create comprehensive visibility audits
This approach provides complete field visibility mapping without exposing sensitive record data. You can track schema changes automatically and maintain current visibility documentation for your team. Start mapping your field visibility today.