Use the Business Manager Administrations Change History module to search for and view change history data. Select Administration > Operations > Change History. Select an object type or enter an object ID to restrict the search to objects of the specified type or ID.
- From Operations, click Data Stewardship.
- Search for a global profile by phone number, email address, or global party ID. Then, enter a value for your selection. ...
- Click Search. ...
- Select the customer profile for which you want to view the history of changes.
- Click Change History.
- Click.
How do I report on changes in custom objects in Salesforce?
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.
Why track Salesforce changes directly in Salesforce?
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.
How to set history tracking for custom objects in Salesforce?
Once that's done, go to the Fields & Relationships for the custom object, click "Set History Tracking" and select the fields you'd like to track. Salesforce isn't entirely consistent in how it keeps track of history for each kind of object.
How long does Salesforce keep user data?
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 do I find account history in Salesforce?
In Salesforce Classic, run the Account History report:Go to Accounts tab in Home Page.Scroll to the bottom of Accounts page and under Reports related list, click on Account History Report.Customize report according to your requirements.Click on Run Report button.More items...
How do I track data changes in Salesforce?
Click set history tracking, click enable on next screen and choose the fields to track (you can only have a certain number I think). You'll then need to add the opportunity field history related list to the page layout. Thats about it. As long as you've got admin rights then you should be able to set it up.
What is account history in Salesforce?
Read on accounts. Any time a user modifies any of the standard or custom fields whose history is set to be tracked on the account, a new entry is added to the Account History related list. For person accounts, this addition includes any relevant contact fields that are set to be tracked.
How do I enable account history tracking in Salesforce?
Enable Field History TrackingFrom 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 query field history 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.
What is field history in Salesforce?
Field history honors the permissions of the current user and doesn't record changes that occur in system context. Salesforce attempts to track all changes to a history-tracked field, even if a particular change is never stored in the database.
Can we track task history in Salesforce?
Task and Events belong to object Activities, so for task history it is Activity History. This feature is provided by salesforce it self. if you have enable allow history or tracking on any Task object then you can get track it easily.
Can you report on field history in Salesforce?
Salesforce Field History Tracking allows you to track changes on up to 20 fields per object by capturing the prior value, the user, and the date/time of the change. You can then run reports on the historical data to audit changes or refer back to data at a certain point in time.
What is field history?
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.
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.
How do I track field history in Salesforce for standard objects?
To set up field history tracking: 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.