Tracking changes to your Salesforce setup is an essential part of ensuring that your organization operates as efficiently and effectively as possible. By tracking changes to settings, objects, and other elements of your Salesforce instance, you can more easily identify the root cause of any performance issues or unanticipated behaviors. In this article, we’ll discuss how to track changes in Salesforce setup and why it’s important for success.
What Is Change Tracking?
Change tracking is a process used to monitor and log modifications made in Salesforce. When enabled, all modifications (such as creation or deletion of custom fields) are recorded with details about that created the change, when it was created, and what type of change it was. The Salesforce Setup Audit Trail enables tracking changes for many different elements of Salesforce, including users and profiles, fields, objects, and more.
Salesforce setup is a powerful and useful tool for businesses, allowing them to keep track of their customer data, manage customer accounts, and much more. As your business grows, it’s important to make sure that you are able to quickly identify changes that have been made in the Salesforce setup.
In this article, we’ll explain how to track changes in Salesforce setup, so you can be sure that your customer data is up-to-date and secure.
Step 1: Enable Change Tracking
The first step in tracking changes to the Salesforce setup is to enable change tracking. To do this, go to Setup > Administration Setup > Security Controls > Field Accessibility, then select the „Track Field History“ option. You’ll then see a list of all the fields in your system and will be able to select which ones you want to be tracked.
Once the fields have been selected, click saves, and change tracking will be enabled for all future changes made in those fields.
Step 2: Monitor Changes in the Activity Log
Now that you’ve enabled change tracking for your Salesforce setup, you can monitor changes in the Activity Log. This log is located in the Setup menu and provides a detailed view of all recent changes made within your Salesforce system.
You’ll see a list of recent changes for each field that has been tracked, including who made the change, when it was made, and what the changed value was.
Step 3: Save Changes as a Report
If you want to keep an ongoing record of all changes that have been made in the Salesforce setup, you can save them as a report. To do this, go to Reports > Create New Report > Change History, then select the fields you want to be included in your report. You’ll be able to filter the information by date range or by the user, so you can easily find any changes that have been made.
Once your report has been created, you can save it and access it whenever you need to view changes in the Salesforce setup.
FAQs:
Q: How Do I Track Changes In Salesforce Setup?
A: To track changes in Salesforce setup, go to Setup > Administration Setup > Security Controls > Field Accessibility, then select the „Track Field History“ option. You can also monitor changes in the Activity Log and save them as a report for ongoing tracking.
Q: Can I View Historical Changes In The Activity Log?
A: Yes, you can view historical changes in the Activity Log by selecting the “Show All” option at the top of the page. This will allow you to see all past changes that have been made in your system.
Conclusion:
Tracking changes in the Salesforce setup is an important part of maintaining accurate customer data. By enabling change tracking, monitoring changes in the Activity Log, and saving them as a report, you can ensure that your customer data is up-to-date and secure.
Tracking changes in the Salesforce setup is an important part of keeping your customer data up-to-date and secure. By enabling change tracking, monitoring the Activity Log, and saving changes as a report, you’ll be able to quickly identify any changes that have been made within your system. This will help ensure that your customer data remains accurate and secure, allowing you to make better decisions when it comes to managing customer accounts.