How do I use field history tracking in Salesforce?
After enabling History Tracking, a button will appear in the fields section that will allow individual fields to be selected. A new Report Type is created when Field History Tracking is enabled for an object. Use this to see the field’s history of changes. See the Salesforce.com help for additional information: Tracking Field History
Why can't I report on field history tracking?
Work around the inability to report on field history tracking: 1. Create workflows that capture a field's value when the record is saved. 2. Use Reporting Snapshot to capture data at a point in time. (See the limitations in Help & Training article Troubleshoot Reporting Snapshots)
How long does Salesforce keep my field history?
If your org was created before June 1, 2011, Salesforce continues to retain all field history. If your org was created on or after June 1, 2011 and you decide not to purchase the add-on, Salesforce retains your field history for the standard 18–24 months. Note Considerations
Why are my custom objects'history reports showing up in Salesforce?
If you've enabled reporting on your custom objects, their history reports will show up as well. If you're familiar with Salesforce reporting generally, it's not too hard to build a report that gives you a log of changes for a given record.
Can you report on field history tracking?
Reporting on field history tracking of a custom object is not available if the object is a detail of a Master-Detail Relationship. Reason: The existing reports can't drive sharing from another table.
How do I create a report on field history tracking in Salesforce?
After enabling History Tracking, a button will appear in the fields section that will allow individual fields to be selected. A new Report Type is created when Field History Tracking is enabled for an object.
Can we create report on history object in Salesforce?
You cannot create custom Report Types that use the [Object Name] Field History object unfortunately.
Can you deploy field history tracking Salesforce?
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.
How do I view field history tracking in Salesforce?
From Setup, enter Object Manager in the Quick Find box, then select Object Manager.Click the custom object, and click Edit.Under Optional Features, select the Track Field History checkbox. ... Save your changes.Click Set History Tracking in the Custom Fields & Relationships section. ... Choose the fields you want tracked.More items...
What is the use of field history tracking in Salesforce?
Salesforce allows you to track up to 20 fields per object (both standard or custom objects). By enabling Field History Tracking, you will see who made the change, the date it was updated, and the previous value of the field. This feature helps you with a useful audit trail for reviewing or troubleshooting past changes.
How do I track field history in Salesforce for standard objects?
From the management settings for the object whose field history you want to track, go to the fields area. Click Set History Tracking. Tip When you enable tracking for an object, customize your page layouts to include the object's history related list.
How do you add field history tracking to change?
Enabling field history tracking For standard objects (e.g. Lead, Account, Contact, etc), click "Set History Tracking" when viewing Fields & Relationships for a given object in Object Manager. On the next screen select "Enable {ObjectName} History" and then select the field you want to track.
How long does Salesforce keep history?
You can't keep it forever - Salesforce only keeps so much history around. Here's how that works: Last 18 months - You can access the last 18 months directly in your org via related lists, reports and SOQL queries. From 18-24 months - Salesforce retains this data but you have to use Data Loader or the API to access it.
Can you include the old and new record in a lookup field?
If you're dealing with changes to lookup fields, you likely want to include some additional data about the old record and the new record referenced by the lookup field. Unfortunately, you can't do that because the old value and new value themselves aren't lookups, they're just text with a name for the referenced record.
Does Salesforce keep track of history?
Salesforce isn't entirely consistent in how it keeps track of history for each kind of object. The vast majority of standard Salesforce objects follow the same model, but there are a few exceptions (particularly with Opportunity; see below). Custom objects also support history tracking but have a few minor differences in their history objects.
Enabling Field History Tracking
Anatomy of The History Object
Field History Tracking Limitations
Querying Field History
Viewing Field History
Building Field History Reports
- Salesforce offers built-in reports for many of the standard object history types. If you've enabled reporting on your custom objects, their history reports will show up as well. If you're familiar with Salesforce reporting generally, it's not too hard to build a report that gives you a log of changes for a given record. The following report is just...
What Fields Should Have History Tracking?