How-to: Track Changes in Salesforce | CloudExtend Help Center (2024)

FAQs

How-to: Track Changes in Salesforce | CloudExtend Help Center? ›

Salesforce starts tracking field history from the date and time that you enable it on a field. Changes made before this date and time aren't included and didn't create an entry in the History related list. Use Data Loader or the queryAll() API to retrieve field history that 's 18–24 months old.

Salesforce starts tracking field history from the date and time that you enable it on a field. Changes made before this date and time aren't included and didn't create an entry in the History related list. Use Data Loader or the queryAll() API to retrieve field history that 's 18–24 months old.

Salesforce guarantees to retain your field history data for up to 18 months through your org, and up to 24 months via the API.

Turn on Track Changes to show edits made in a document, and use Show Markup to show the types of revisions you'd like to display. Select Review > Track Changes to turn it on. Make edits in your document and Word captures any edits you make. Select Review > Track Changes to turn it off.

Field History Tracking cannot be set on Formula fields as per Standard functionality. However, this can be worked around by creating a custom field, tracking that one, and make sure it's updating it with a workflow rule to retain the same values as the Formula field. Please follow the below steps: 1.

Reporting on Field Changes using Salesforce Reports

For Salesforce standard objects and some Kimble objects you can report on the field changes using Salesforce reports. To do this, in Setup > Object Manager, open the Details page for the data object, click “Allow Reports” and save.

Field History Tracking and Storage

Field history tracking also does not count against your organization's paid data storage limits, and you can track only 20 fields per object.

What is feed tracking Salesforce? ›

Feed tracking detects changes to tracked record fields and posts them as updates in the What I Follow feed. Users who follow a record, see those updates in their view of What I Follow, with one exception. Updates users make themselves aren't posted to What I Follow. Users can see those updates in their profile feeds.

Field Audit Trail

Salesforce Shield field audit trail extends field history tracking for up to ten years, versus 18-24 months with Salesforce standard Field Change Tracking. Field history tracking includes what data changes, in which fields, when, and by which user.

Although, it is not possible to enable Field History Tracking using Change Set deployments, however, you can use Metadata API tools (ANT/ Visual Studio Code) to accomplish the enabling Field History Tracking for the field.

Where It Falls Short: Field history tracking collects excessive data compared to the Setup Audit Trail. You will receive much data, but only to a certain extent. For example, each object can have a maximum of 20 fields selected, and only 18 months of data (24 if you use the API) are gathered.

Salesforce allows you to track changes made to object fields, up to twenty fields per object. Vlocity took this history tracking concept to the next level, so that product administrators can also view changes that are made to a product spec, specifically changes made to: Coverages.

Click Commerce Einstein. Click to expand the Storefront Activity Tracking section. In the Enable Activity Tracking section, click the toggle to Enabled.