How do I track and display field history in Salesforce?
You can select certain fields to track and display the field history in the History related list of an object. 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.
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.
How do I track a task in Salesforce?
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. One more thing this is tracked in a related list.
How do I enable Google Analytics tracking in Salesforce?
The <site:googleAnalyticsTracking/> component only works on pages used in a Salesforce Site. Sites must be enabled for your organization and the Analytics Tracking Code field must be populated. To get a tracking code, go to the Google Analytics website. Sign up for an account at Google Analytics.
How do I search all communities in Salesforce?
To enable community in Salesforce go to setup -> Build -> Customize -> Communities and click on settings. and check enable communities check box and enter your domain name and save it.
How do I add Google Analytics to a Salesforce community?
Configure Google Analytics™ for Experience Cloud SitesIn Experience Builder, go to Settings | Security. ... Go to Settings | Advanced and enter your Google Analytics ID. ... Select Let Google Analytics access your Salesforce data for deeper insights into search activity.More items...
What is community management in Salesforce?
The Experience Management package delivers the insights, dashboards, reports, and moderation controls community managers need, to drive adoption, monitor engagement, and build a vibrant community.
Can community users create reports in Salesforce?
Currently Community Users are not able to Create or Edit existing reports, regardless of permissions or Community User License Type, in the Lightning Communities Templates. They can only run existing reports, or use existing filters on reports created.
Does Google Analytics integrate with Salesforce?
Does Google Analytics 4 integrate with Salesforce? Yes, you can integrate GA4 with Salesforce Marketing Cloud to get a better understanding of how your website activity influences your CRM leads.
What is Salesforce CDP?
Salesforce CDP is a self-service customer data platform, or CDP, that drives personalization and engagement. Using a series of solutions, you can achieve a single, actionable view of your customer built on the world's #1 customer platform. Your Guide to Salesforce CDP.
How do I delete a community site in Salesforce?
You cannot delete the Community, but you can mark it Inactive so that no one can access it. Use the Community Management page for that Community to change its Status.
How do I turn on experience cloud?
Enable the Experience Cloud Site in Your OrgFrom Setup, in the Quick Find box, enter Experiences, and then select Settings.Select Enable Digital Experiences.Enter a domain name for your communities, and click Check Availability to make sure that it's not already in use.Save your changes.
How can experience cloud users be assigned approvers?
Customer Community Plus and Partner users in your Experience Cloud site can be assigned as approvers on records or added directly to queues. They can see and take action through the My Approvals and Approval History related lists on the record. Approvals can also be triggered directly from the site's feed.
Can community users see dashboards?
To make it clear: Users with Partner Community or partner portal licenses can view dashboards and reports for objects and records that have a private sharing model AND to which the user has access, regardless of the current community. Partner Community users can't refresh dashboards.
How does Salesforce show reports in community?
Steps: 1> From Setup, enter Communities Settings in the Quick Find box, then select Communities Settings. 2> Select Enable report options for external users. 3> Click Save.
Can community users create reports?
Moreover, community users can now create and manage reports on the community by themselves (as long as you have given them permission of course!). If you have a Customer Service, Customer Account Portal, Partner Central or Your Own template, congratulations, you can use Lightning Report Builder on the community.
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.
How much does a data breach cost?
The average cost of a data breach is $3.92 million. You may have seen companies like Facebook, Google, and Equifax suffer financially due to data breaches. Many breaches are caused by insiders, whether maliciously or unintentionally. In fact, the 2019 Cost of a Data Breach Report showed that organization insiders cause more than half of all breaches. This statistic is just one reason why the need for user activity monitoring exists. User monitoring has grown exponentially due to organizations’ need to protect sensitive data in cloud applications.
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 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 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.
Why is tracking leads important in Salesforce?
Tracking leads in Salesforce is important because it helps marketers understand which channels, campaigns and keywords are driving not just leads, but high-quality leads. This data will help your team to optimise their marketing and their budget. One easy way to track leads in Salesforce is with Ruler Analytics, but we’ll get onto that shortly.
What is lead source in Salesforce?
In Salesforce, lead sources are broad buckets of data. While the contact will continue to carry the data assigned to it into their associated contacts and opportunities, this only gives you access to add data not obtain it. Campaigns meanwhile allow you to add very specific data. It could be a campaign name and date.
How many touchpoints does it take to convert a prospect into a customer?
According to Google, for low-cost products like a chocolate bar it could take as many as 20 touchpoints to convert a prospect into a customer. While high-cost products like flights could take up to 500!
Can you track leads in Salesforce?
While it is a great lead management tool, it’s hard to track your leads in Salesforce. Leads can be entered into Salesforce manually, via a list import or automatically via a web-to-lead integration.
