How 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.
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.
What is login history in Salesforce?
Salesforce’s Login History file records login attempts, including failures. If you’ve examined this data, you’ve monitored user activity. By looking at login history, you can tell which users log in regularly and make use of their Salesforce license.
What can you learn from your Salesforce user activity?
If you’ve examined this data, you’ve monitored user activity. By looking at login history, you can tell which users log in regularly and make use of their Salesforce license. You can also identify who isn’t logging in; these users may need more training on how to use Salesforce or may not need a license at all.
How do I see activity history in Salesforce lightning?
In Lightning Experience when users view standard Lightning pages for the Case or Asset object's records, the "Open Activities" and "Activity History" related lists and related list quick links are available by default.
How do I see user activity history in Salesforce?
Go to Setup->Administrative Setup->Security controls->View Setup Audit trail. There you can see all the user activities.
How do I see recent activity in Salesforce?
To view your Recent Activity page, go to the Ideas tab and click your Nickname link on the right side of the page. To view the Recent Activity page of another member of the zone, click the member's name below any idea or comment that they posted.
How do I see all my activity in Salesforce?
You can access the list views by clicking the Activity List View button below your calendar on the Home tab, or by going directly to the following URLs: Activities: https://orgdomain.salesforce.com/007.
Can you track activity on Salesforce?
With Event Monitoring, you can track user activity and prevent data loss. Event Monitoring provides the audit log files from Salesforce. These logs contain information about nearly 50 unique, user-generated events.
What is activity history in Salesforce?
Salesforce.com (SFDC) activity history is a list of associated tasks or the history of activities that have been carried out on an object.
What is open activity and activity history in Salesforce?
Open Activities lets you create Task and event record with the record type selection functionality (if you are using record type for Task and event in your organization) whereas Activity history will let you Log a call or send an email. Also, both the related list shows the record created by users.
Where is Activity tab in Salesforce?
In the calendar section on the home page, there are a number of icons that will display views of activities. The one highlighted takes you to a list view of activities. When you click that icon, you go to a activities page that has standard views that Salesforce has created for you.
What is event monitoring Salesforce?
Event Monitoring is one of many tools that Salesforce provides to help keep your data secure. It lets you see the granular details of user activity in your organization. We refer to these user activities as events.
How do I find audit history in Salesforce?
To view the audit history, from Setup, in the Quick Find box, enter View Setup Audit Trail , then select View Setup Audit Trail. To download your org's complete setup history for the past 180 days, click Download. After 180 days, setup entity records are deleted.
How do I create a daily activity report in Salesforce?
Salesforce.com for dummies: Creating daily reportsCreating daily reports.Developing Reports with the Wizard.Building a report from scratch.Click the Create New Custom Report button.Select the data type you want to report on, and then click Next.Select the radio button for the type of report that you want.
How do I view tasks in Salesforce?
0:402:52How to Access & Create Tasks and Events List Views | SalesforceYouTubeStart of suggested clipEnd of suggested clipView just click on the calendar tab from the app. Menu. You can also see tasks and events on yourMoreView just click on the calendar tab from the app. Menu. You can also see tasks and events on your home tab click on the home tab and scroll down to view the events and tasks that are scheduled for
Why is user activity monitoring important in Salesforce?
User activity monitoring – tracking user actions in a digital environment for information security – is critical for protecting sensitive cloud-based data.
What does it mean when a Salesforce user logs in at odd hours?
Admins can see if a user logs in at odd hours, such as on weekends or late at night, or if they log in from a different IP address, indicating they’re accessing Salesforce from an unexpected location. With this information, you can prevent unauthorized access that could lead to a data breach.
Can you assess Salesforce performance based on Apex events?
You can also assess performance based on Apex events and Community performance. User activity monitoring reports reveal areas that need to be addressed, which is critical because the performance of your Salesforce org is directly tied to productivity and ROI .
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.
How long does Salesforce keep 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.
Can you create a record type on a standard object?
You can’t create a record type on a standard or custom object and enable field history tracking on the record type in the same Metadata API deployment. Instead, create the record type in one deployment and enable history tracking on it in a separate deployment.
Can you turn off field history tracking?
You can enable field history tracking for standard objects in the object’s management settings. You can enable field history tracking for custom objects in the object’s management settings. You can turn off field history tracking from the object’s management settings.
Can Salesforce update the same tracker in the same second?
In other words, if two users update the same tracked field on the same record in the same second, both updates have the same timestamp. Salesforce can’t guarantee the commit order of these changes to the database. As a result, the display values can look out of order.
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. For custom objects, you'll first need to make sure that "Track Field History" is selected...
Anatomy of The History Object
- 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. Most of the standard Salesforce objects are paire…
Field History Tracking Limitations
- As you might imagine, keeping track of all these changes can create a large amount of data in your Salesforce org. Luckily, field history tracking doesn't count against your org's data limits. However, Salesforce imposes several limits to ensure that your data doesn't get out of control: 1. Max of 20 fields per object- This might sound like a lot, but most Salesforce orgs I've seen have t…
Querying Field History
- If you're not inclined to directly query data in Salesforce using SOQL, feel free to skip this section. If you enjoy SOQL, read on. Let's take a look at how you might query AccountHistory: SELECT AccountId, DataType, Field, NewValue, OldValue, CreatedById, CreatedDate FROM AccountHistory ORDER BY CreatedDate ASC LIMIT 10 If you've enabled field history tracking for Account and yo…
Viewing Field History
- Field history acts just like any related list. You can easily add it to page layouts for standard and custom objects. Just beware that you'll only be able to see the most recent 18 months of field history. So, if you're looking at a record that was last modified more than 18 months ago, expect list related list to be blank. To add a history related list, just drag and drop it into the page layout …
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 a basic grouping on Account order by the Edit Date (a…
What Fields Should Have History Tracking?
- First, you should ensure you're keeping track of ownership changes. We recommend that you enable field history tracking for the Owner field on standard objects like Lead, Account, Contact, Opportunity and even Task. You should also enable history tracking on other custom fields you have that represent some form of ownership. These ownership fields are critical to managing sa…