CRM field audit

Use this for one object at a time, or for the fields behind a named report.

Record the export

State the export date, object, filter, row count, and the list of fields included. If the export is partial or filtered, say so before any figure.

Measure each field

For each field record:

• fill rate as a count and a percentage;
• format problems, such as mixed date styles, free text in a picklist, or mixed currencies;
• distinct values and the most common ones;
• whether a report, rule, or automation uses it;
• who, if anyone, owns its definition.

Flag fields that look filled but hold placeholders such as "n/a", "tbc", or a default date.

Keep, fix, or retire

Label each field keep, fix, or retire, with one line of reason and the report it affects. For fix, name the smallest change: a picklist, a required rule, or a backfill from a named source. For retire, list what still reads the field.

Return the list for the CRM owner to approve.

Never fill a blank field with a guess, and do not change, hide, or delete a field or record yourself.