how to see changes in salesforce

See Changes Identified by Source Tracking.

• In a terminal or command window, navigate to the project directory. In this example, the directory is named MyProject.
• Run the force:source:status command. Include the -u parameter to specify the username of the scratch org or sandbox that you want to compare with ...

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How to create change sets in Salesforce?

Upload the Change Set

• Log in to the org containing the outbound Change Set. For Calvin, this is his Developer sandbox.
• From Setup, enter Outbound Change Sets in the Quick Find box, then select Outbound Change Sets.
• Find the change set to upload. In this case, it is the change set Language Training.
• Click Upload and choose your target org. ...

How do I implement Salesforce?

• It allows editing templates and controlling any changes made within a document.
• You can send signature requests to multiple individuals, adding their roles and request expiration dates.
• There are numerous features for adding initials. You can draw, type or capture them with a camera.

How to change the opportunity stages in Salesforce?

Throw the (Virtual) Confetti!

• Click the App Launcher and select Sales.
• Click the Opportunities tab.
• From the Opportunities list view, select My Opportunities.
• Click United Oil Office Portable Generators.
• Click the arrow next to the action buttons.
• Select Change Record Type from the dropdown menu.
• Ensure B2B Opportunities is selected and click Next.
• Click Save.

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How do I switch to classic view in Salesforce?

• From Setup, enter Analytics in the Quick Find box, then select Settings.
• Select Enable dashboard designer, and then click Save.
• For each user that builds dashboards, assign the “Create and Edit Analytics Dashboards” user permission to them.

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How do I see who changed a field 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 audit changes in Salesforce?

0:082:24Salesforce View Setup Audit Trail - How to See the ... - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd under security you'll see a link for view setup audit trail click on that to bring up the auditMoreAnd under security you'll see a link for view setup audit trail click on that to bring up the audit trail for your organization. It has the last 20 entries to your audit trail for your.

How do I find audit logs 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.

How do I download the audit trail in Salesforce?

ProcedureLog in to your Salesforce Security Auditing server.Go to the Setup section.Click Security Controls.Click View Setup Audit Trail.Click Download setup audit trail for last six months (Excel. csv file).Copy the downloaded file to a location that QRadar can reach by using Log File Protocol.

How do I track user 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 track field history 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...

Is there an audit trail in Salesforce?

The Audit Trail in Salesforce helps you track the recent Setup changes implemented to your organization. This is highly useful in organizations with multiple administrators. From Setup – Security Controls – View Setup Audit Trail, you can view the setup audit trail history.

How do I find the audit trail in Salesforce?

To view the setup Audit Trail history, click Setup –> Security Controls –> View Setup Audit Trail.

What feature would you use to track changes to settings in Salesforce?

The Setup Audit Trail feature in Salesforce enables you to closely track changes made to your organization.

Can we update audit fields in Salesforce?

Since these fields are intended to be audit fields, they can only be set on create, not update. If the records already exist in Salesforce, they will need to be exported to a .

What is the audit trail?

An audit trail is a series of records of computer events, about an operating system, an application, or user activities. A computer system may have several audit trails, each devoted to a particular type of activity. Auditing is a review and analysis of management, operational, and technical controls.

What is field audit trail?

Field Audit Trail lets you define a policy to retain archived field history data up to 10 years from the time the data was archived. This feature helps you comply with industry regulations related to audit capability and data retention.

Why is tracking Salesforce important?

Having a method of tracking Salesforce changes directly in Salesforce is important to the health of every org. As your org and your Admin team grow ever larger, tracking these changes becomes critical. This brings context and stability to your org for years, even decades to come. Years from now, you will be able to see why a particular field was added, who requested that piece of automation, and what the original intent was.

Why is it important to have a log of Salesforce?

Having a log of things that users have requested, and you have personally completed, can be a great way to demonstrate and document your value to your management team and your peers. It makes you personally accountable, and allows you to show how many requests you have completed over time.

What is a description field in Salesforce?

That description field is the perfect place to identify why you’re adding a this feature. Even just copy-pasting the Salesforce Ticket number gives you and all future admins a reference point for this feature.

Can you use Salesforce with Jira?

Your admin has two work in two systems instead of just one, or has to manage an integration between the two. Also, you might not have Jira forever, and it’s possible that not all of your Salesforce users are also Jira users. Having this object directly in Salesforce is the fastest, easiest, and most comprehensive method for your users and administrators. As long as you have Salesforce, you’ll have a permanent record of your changes, too.

Is Salesforce a permanent record?

Having this object directly in Salesforce is the fastest, easiest, and most comprehensive method for your users and administrators. As long as you have Salesforce, you’ll have a permanent record of your changes, too.

Can you filter out Salesforce tickets?

Again, sure, you can. But keep in mind, your job as Administrators is to make Salesforce easy and accessible for your users. And you and your users are not going to enjoy adding a Record Type filter to every single Case report they create from now until the end of time. And you’re really not going to enjoy repeating the phrase “You forgot to filter out the Salesforce Tickets from your Case report.” to every CS manager you ever speak to.

Field history tracking

We can select certain fields to track and display the field history in the History related list of an object. The field history data is retained for up to 18 months. Field history tracking can be done for both standards as well as custom objects.

Feed tracking

If we want the changes done to appear in the Chatter feed then we can enable Feed tracking. It's present in Setup > Quick Find > Feed Tracking.

Pull Object Track History from Salesforce using CloudExtend

Create a new template and select the record type you want to pull the data and add the following fields on the template:

How long does Salesforce retain field history?

Since the Spring ’15 release, increasing the entity field history retention period beyond the standard 18–24 months requires the purchase of the Field Audit Trail add-on. When the add-on subscription is enabled, your field history retention period is changed to reflect the retention policy provided with your subscription. 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.

What is Salesforce field history?

Salesforce stores an object’s tracked field history in an associated object called StandardObjectName History or CustomObjectName __History. For example, AccountHistory represents the history of changes to the values of an Account record’s fields. Similarly, MyCustomObject__History tracks field history for the MyCustomObject__c custom object.

How to see gaps in Lightning?

In Lightning, you can see gaps in numerical order in the Created Date and ID fields. All tracked changes still are committed and recorded to your audit log. However, the exact time that those changes occur in the database can vary widely and aren't guaranteed to occur within the same millisecond. For example, there can be triggers or updates on a field that increase the commit time, and you can see a gap in time. During that time period, IDs are created in increasing numerical order but can also have gaps for the same reason.

Can changes to time fields be tracked?

Changes to time fields aren’t tracked in the field history related list.

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.