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.
Full Answer
How do I get the history of a Salesforce field?
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 long is field history data retained in Salesforce?
Field history data is retained for up to 18 months through your org, and up to 24 months via the API. Field history tracking data doesn’t count against your Salesforce org’s data storage limits. Field History Tracking | Salesforce Security Guide | Salesforce Developers
What is the history of a custom object in Salesforce?
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.
Which changes are always tracked in Salesforce?
Certain changes, such as case escalations, are always tracked. Salesforce stores an object’s tracked field history in an associated object called StandardObjectNameHistory or CustomObjectName__History. For example, AccountHistory represents the history of changes to the values of an Account record’s fields.
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How do I query 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.
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.
How do I run a history report in Salesforce?
View Report HistorySelect the Reports tab.Select a report, and then click History. A list appears with all the report executions. ... If you want to perform actions on a specific log, select the row of the log.Perform one of the following: Edit — To edit the report's configuration settings.
What is set history tracking in Salesforce?
Click Set History Tracking in the Custom Fields & Relationships section. This section lets you set a custom object's history for both standard and custom fields. Choose the fields you want tracked. You can select up to 20 standard and custom fields per object.
How do I view account history in Salesforce lightning?
Go to Accounts tab in Home Page. Scroll to the bottom of Accounts page and under Reports related list, click on Account History Report.
What is Track 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 history object in Salesforce?
Salesforce stores an object's tracked field history in an associated object called StandardObjectNameHistory or CustomObjectName__History. For example, AccountHistory represents the history of changes to the values of an Account record's fields.
Where can I see field history tracking?
Enable field history tracking on accounts, and set it to track the Has Support Plan and Support Plan Expiration Date fields.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:More items...
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 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.
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.
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.
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.
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 .
Why did this happen to begin with?
Because some of the options for recovering the data are time sensitive, we do recommend that you look into the recovery first or at least in conjunction with your investigation into why it happened. Here are some things to look into as potential causes for records to be deleted:
Related Information: Variations of Deletion behavior
If a child record (like a Contact or Opportunity) is deleted and the parent record is subsequently deleted (Like the Account), the child record is permanently deleted. Even if the parent record is undeleted, the child record cannot be recovered, but if the child record is undeleted first this won't happen.
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 firs…
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…
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…