Slaesforce FAQ

how to turn on history for object salesforce

by Alvena Kuhic I Published 2 years ago Updated 1 year ago
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  • 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: Has Support Plan Support Plan Expiration Date
  • Click Save.

  1. From Setup, enter Object Manager in the Quick Find box, then select Object Manager.
  2. Click the custom object, and click Edit.
  3. Under Optional Features, select the Track Field History checkbox. ...
  4. Save your changes.
  5. Click Set History Tracking in the Custom Fields & Relationships section. ...
  6. Choose the fields you want tracked.

Full Answer

What is the history of Salesforce?

What is Salesforce?

  • Salesforce is a SaaS or Software as a Service, which means there is no need to install the software or server to work on. ...
  • It was founded by Marc Benioff, Parker Harris, Dave Moellenhoff, and Frank Dominguez in 1999.
  • Salesforce was started as a CRM software, but today it provides various products and software solutions to users and developers.

More items...

How to enable field history tracking in Salesforce?

For Custom Objects:

  • Go to the ‘Custom Object Samples’ option.
  • Click on the ‘Edit’ option and go to ‘Additional features.
  • Enable ‘Track field history’ for Object samples.
  • Click on the ‘Save’ button.
  • Now go to ‘Custom fields and relationships and click on ‘Set history tracking’.

How to build Salesforce diagrams?

  • Who you are. Put your logo in the top left to frame the diagram. ...
  • What the diagram represents. Give your diagram a title in the provided space so it can be quickly understood. ...
  • Why your audience should care. ...
  • How your audience will interpret the diagram. ...

How to create lookup relationship in Salesforce?

How to create lookup relationship in salesforce?

  • Step 2. : -Selecting Related to Object. Now select Child object in step 2. ...
  • Step 4. :- Establishing Field Level Security for reference field. Make sure the Field level Security is visible for all profiles.
  • Step 5 :-. Select the Page layout for child object field. Click on Next button.
  • Step 6 :- Adding custom related lists. Click on Save button as shown above. ...

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How do I enable history tracking in a custom object?

You can enable field history tracking for custom objects in the object's management settings. 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.

How do I enable opportunity history in Salesforce?

Go to Set History Tracking. For accounts, contacts, leads, and opportunities select the Enable Account History, Enable Contact History, Enable Lead History, or Enable Opportunity History checkbox. Choose the fields you want to be tracked. Add the History related list to the page layout of the standard object.

How do I add a history list in Salesforce?

To add the history related list to the object page layout, open the page layout editor. In this exercise, let us take the Account object, so the related list for this would be Account History. Select Account History in Related Lists, and drag it to the page layout.

How do I view history in Salesforce?

Select Page Layouts, and open a page layout on which you want to show the field history. In the palette, click Related Lists. From the palette, drag the Contact History related list onto the page layout and drop it below in the linked list section.

How do I add stage history in Salesforce?

0:522:55Three Ways to See Stage History on Salesforce Opportunities - YouTubeYouTubeStart of suggested clipEnd of suggested clipNow another way in addition to stage history. Related list is you can go into reports. And create aMoreNow another way in addition to stage history. Related list is you can go into reports. And create a history report and so here's the different.

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 do I turn on lead history?

Salesforce Classic:Go to Setup | Customize | Leads.Choose Fields.Click Set History Tracking.Tick the Enable Lead History box.Select the fields that need to be exposed on the Lead History report.Click the Save button.

How do I enable field history tracking for standard objects in Salesforce?

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.

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.

Why can't I report on the field history tracking of my custom object?

Reporting on field history tracking of a custom object is not available if the object is a detail of a Master-Detail Relationship.

Where can I see field history tracking?

Let's Get TrackingClick the gear icon and Choose Setup.Under Objects and Fields, choose the Object Manager.Select Chargent Order or Transactions depending on which one you're doing first.Select Fields & Relationships.Click the Set History Tracking button.Choose what fields you want to track.Be sure to click save.

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.

Field history tracking in salesforce

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.

How to enable field history tracking in salesforce for Custom Objects?

Field history tracking in salesforce can be enabled for Standard objects and Custom objects. To enable field history tracking for custom object or standard objects first we have enable feed for standard object or custom objects in Salesforce.

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.

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