Tuesday, January 5, 2016

Tracking The Activities of Users with Field History and Chatter

With any enterprise/business application, having an audit and change trail is crucial.  With that audit/change trail you can track who made changes and when.  With SalesForce there are a number of different ways you can do this.  They include:

  • Setup Audit Trail
  • Field History
  • Chatter Feed Tracking
So, let's review what each of these are.

Setup Audit Trail
The Setup Audit Trail, which is available only to administrators, is found under Setup.  The Setup Audit Trail gives you details about changes made in the Setup module, including changing fields, adding users and more.  This is enabled by default and can't be turned off.

Sample Audit Trail


Field History
The Field History can be enabled by administrators on any object.  They let the administrator set up to 20 fields to be tracked automatically.  Once selected, any changes made to those fields by users will be denoted in the Field History related list on the object.  The fields to be tracked are under the fields section of the respective object by clicking on Field History.

Sample Field History on an Account

Chatter Feed
The Chatter Feed Tracking can be enabled by administrators on any object.  They let the administrator set up to 20 fields to be tracked and when changes are made, a chatter post is created.  This is useful for field changes like Account, Lead, Contact Names or Status Changes like Opportunity Status, Lead Status, etc.   It is important to note that unlike the other two options above, a user could delete the Chatter Post and remove the "history"

Sample of the Chatter Feed Tracking

Conclusion
Overall there are a number of ways that you can track the history of activities in SalesForce.  These are in addition to things like the Login History and Created/Last Modified details tracked on a record.  

11 comments:

  1. This comment has been removed by the author.

    ReplyDelete
  2. wow really nice to hear about the Salesforce openings. Please keep update like this

    SAP Training in Chennai

    ReplyDelete
  3. Thank you for sharing the information here. Its much informative and really i got some valid information. You had posted the amazing article.

    Dotnet Training in Chennai

    ReplyDelete

  4. Really very nice blog information for this one and more technical skills are improve,i like that kind of post.


    SAP training in Chennai

    ReplyDelete

  5. Thank you for taking the time to provide us with your valuable information. We strive to provide our candidates with excellent care and we take your comments to heart.As always, we appreciate your confidence and trust in us.

    SAP training in Chennai

    ReplyDelete
  6. I am 100% at your back for this www.proessaywriting.com
    road safety forum you are having. It's a great way of instilling to the people the value of safety when on the road and thus, proessaywriting.com
    preventing any accidents from happening. In our country, the rate of minor road accidents seems to rise so this forum would be helpful especially if attended by people mainly using the road for transportation.

    ReplyDelete


  7. Truly a very good article on how to handle the future technology. After reading your post,thanks for taking the time to discuss this, I feel happy about and I love learning more about this topic.


    SEO Company in Chennai

    ReplyDelete
  8. Found my screenshot, and thanks for the support!

    ReplyDelete