- From Setup, click Object Manager and select Account.
- Select Fields & Relationships, and click Set History Tracking.
- Select Enable Account History, then select these two fields to track: Has Support Plan Support Plan Expiration Date
- Click Save.
How do I enable history tracking in Salesforce?
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 do I retrieve field history in Salesforce?
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.
How do I enable field history tracking in Object Manager?
Enable Field History Tracking 1 From Setup, click Object Manager and select Account. 2 Select Fields & Relationships, and click Set History Tracking. 3 Select Enable Account History, then select these two fields to track:#N#Has Support Plan#N#Support Plan Expiration Date 4 Has Support Plan 5 Support Plan Expiration Date 6 Click Save. More ...
How does Salesforce Track Field history?
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.
How do I add activity history in Salesforce?
In Salesforce.com, click Setup. In the Build section, click Customize > Activities. Make sure you click just the “Activities” link--don't click the drop-down beneath “Activities”. On the Activities page, click Add a custom field to activities.
Why is activity history not showing in Salesforce?
Note: Activity History may not show in the "Related Lists" Standard Lightning Page Components if Activity Timeline is enabled but it is possible to include the "Open Activities" and "Activity History" related list by adding a "Related List - Single" component for each and setting either "Open Activities" and "Activity ...
How do I see activity history in Salesforce lightning?
0:283:00Salesforce Activity Timeline or Activities Related List - YouTubeYouTubeStart of suggested clipEnd of suggested clipAs well as completed tasks and activities such as a call that i logged previously today this is theMoreAs well as completed tasks and activities such as a call that i logged previously today this is the activity timeline it appears. Below the activity tab where you can perform new activities. Now let's
How do I enable activity for an object in Salesforce?
Go to Setup | Object Manager.Open the custom object from the list.On the Details click Edit.Select the Allow Activities checkbox under 'Optional Features'Click OK on the confirmation dialog to finalize.Save.
How do I add an Activity tab in Salesforce lightning?
You need to check if the Activity Timeline is set up as the affected user's Default Activities View....Activity tab not available on Lightning Record page for usersClick your avatar.Click Setting.Under Display & Layout, click Record Page Settings.Select Activity Timeline as your Default Activities View.Click Save.
How do I add activity to Salesforce lightning?
When you enable Lightning, the ability to add activities is not automatically added to page layouts (e.g. Log a Call, New Task, etc.). You have to edit each page layout, choose to edit the Salesforce Mobile and Lightning Experience Actions section, and then add the actions.
How do I view activity in Salesforce?
In the account menu, select Account Analytics. Click the User Activity tab. Note If you don't see the User Activity tab, in Account settings, uncheck Hide Account Analytics User Level Data. View the total number of unique active users [1] based on the time period.
How do I customize my activity timeline in Salesforce?
Customize the Fields that Display on Tasks in the Activity...From Setup, at the top of the page, select Object Manager.Click Task.Click Compact Layouts.Click New. ... If you're creating a new compact layout, enter a name and label for it.Select the task fields you want to display on the activity timeline.More items...
Which activities can you view in the activity timeline in Salesforce?
The activity timeline is supported for accounts, cases, claims, contacts, contracts, insurance policies, leads, opportunities, and activity-enabled custom objects.
What is 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.
What is use of allow activities in Salesforce?
The Allow Activities option enables the ability to check the activities that are associated with an object. Enabling Field History Tracking provides a running log to view modifications that occurred to fields on a record.
What 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 the ID of an activity?
The ID of a record the activity is related to which contains more details about the activity. For example, an activity can be related to an EmailMessage record.
What is read only in Salesforce?
It includes activities for all contacts related to the object. ActivityHistory fields for phone calls are only available if your organization uses Salesforce CRM Call Center.
What happens when you enable engagement history?
Once Engagement History is enabled correctly, you will have a number of new features in the account. This includes being able to create a separate tab on your page layouts specifically for Engagement; which will also include the data to show engagement overtime.
What is engagement history dashboard?
The Engagement History Dashboard features a graph and table to show campaign performance over time. It allows us to see valuable metrics on who the prospects were that interacted with the assets.
What is the purpose of seeing metrics populating on a campaign page?
Not only is this data visually pleasing, but by seeing these metrics populating on the campaign page, we can determine which marketing assets are most effective .
How many licenses do you have for Salesforce?
However your edition determines the amount of user licences you have to assign. This means if you have Growth , you have 5 user licenses, for Plus editions you will have 10 and for Advanced, your edition includes 20.
Does Salesforce store Pardot?
Assuming you’ve set up Connected Campaigns (if not head to our blog here), Salesforce will now store all engagement of your Pardot assets on that particular Campaign’s page. This means, all the link clicks, email opens, form submissions, etc. on the Salesforce Campaign, visible to your Sales users.
Can Salesforce run reports on marketing assets?
I highly recommend creating custom report types for marketing assets, as Salesforce users can quickly run reports on engagement across all marketing assets using the campaign object .
Can you build a custom report based on the Campaign object?
By adding the Engagement History metrics as fields on the Campaign layout, not only do you get a quick rundown on performance but you can build a custom report based on the Campaign object as it gives you access to all asset types.
How to enable field history tracking in salesforce for Custom Objects?
To enable field history tracking for custom object or standard objects first we have enable feed for standard object or custom objects in Salesforce.
What is field history tracking?
Field History tracking is a method where we can track the changes that happens to a field. Thi field history tracking can be done for custom objects and standard objects.
How long is field history retained?
The field history data is retained for up to 18 months.
How many fields can you track in a pharma product?
Basically we can track upto 20 fields maximum. As shown above we are tracking field history for Pharma Product, Quantity and Sample code in the object. After adding fields we have to add related list in the page layout.
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.
How long does Salesforce retain data?
From 18-24 months - Salesforce retains this data but you have to use Data Loader or the API to access it.
What fields should have history tracking?
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.
How many fields per object in Salesforce?
Max of 20 fields per object - This might sound like a lot, but most Salesforce orgs I've seen have this maxed out for at least some of their objects.
Why is ownership field important in sales?
These ownership fields are critical to managing sales rep assignments throughout the customer lifecycle, especially if you use round robin assignment and the assignee isn't determined by territory rules. When a sales rep (or manager) wants to know how something got moved out of their name, it's very important that you can answer that question because this can impact everything from close rates to rep compensation.
How long is field history?
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.
Where are history reports frustrating?
There are a few places where dealing with history reports can get frustrating: lookup fields and cross-object history.
What is open activity history?
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.
What is Lightning component in Salesforce?
In Lightning, Salesforce has introduced a standard lightning Component which shows the actions to create the task and other action along with an activity timeline which shows the record you have already created. The activity timeline will show the task and events yet to come in the section called Next step while closed one in Past activities section.
How to add related list single to Lightning page?
All you need is to add related list single component to Lightning page layout using Lightning App Builder and select Open Activities in related list names available on the right-hand side panel. Once done, Save the page and activate it for the users you want.
