Tracking Changes There are 2 ways to track changes done to fields under objects in Salesforce: Field history tracking We can select certain fields to track and display the field history in the History related list of an object.
Full Answer
What feature would you use to track changes to settings in Salesforce?
What feature would you use to track changes to settings in Salesforce? The Audit Trail helps you track the recent Setup changes that you and other administrators havemade to your organization. This is especially useful in organizations with multiple administrators. ... The date and time (with timezone) of the change. Who made it (by username).
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.
Does Salesforce offer field history tracking for activity fields?
Well, natively, Salesforce.com does not offer Field History tracking for Activity Fields. The Activity History table holds all Completed Activities and not the history of field level changes to open/closed activities.
Why can't I work inside Salesforce?
No one could work inside Salesforce! This meant that somewhere, something had changed to cause all the records in their org to be locked. How does my friend figure out what changed so he can quickly un-do it?
Why do we need a log?
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.
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.
Pros and cons of using LinkedIn as a source of truth
The data that sits on LinkedIn is all user-generated, first-party data. It isn't inferred or aggregated. This means that the only data on LinkedIn about a prospect is the data that they themselves have shared.
What tools can I choose from?
If you’re still looking to track job changes in Salesforce and you’re convinced that LinkedIn is the source of truth, what options do you have? We recommend working with a data provider that tracks this information directly. Here’s a summary of a few we’ve seen in the wild:
How can I hit the ground running?
In this section, we’ll walk through what’s worked best for our customers to track job changes in Salesforce. We’ll focus most of our efforts on SifData because we’ve supported more of their implementations than any other provider.
How to Install SifData
SifData’s package is on the AppExchange. To install, go to this link and click Get it Now.
Make an OAuth connection between Salesforce and SifData
Once you’ve installed the package and granted the appropriate access, head on over to the SifData login page and click Login with Salesforce with the appropriate edition.
Flag Salesforce records you want SifData to track
Now that you’ve got the package installed and connected via OAuth, the next step is to flag the leads and contacts you want tracked. We recommend using Salesforce Inspector to do data loads. If you’re not familiar, check out our blog post on using Inspector to load data.
Create alerts for notifying users when contacts move jobs
Once SifData ingests the records you’ve flagged and begins processing them, you’ll see updates coming back to Salesforce as SifData Alerts (for leads and contacts) or SifData Prospects (for account tracking). It’s critical that you notify your sales reps and SDRs of these alerts so they can act on them before they go stale.