QA

What Feature Would You Use To Track Changes To Settings In Salesforce

The Setup Audit Trail feature in Salesforce enables you to closely track changes made to your organization. It records all modifications concerning the administration, customization, security, sharing, data management, development, and more of your Salesforce organization.

How do I track changes in Salesforce?

Setup Audit Trail tracks the recent setup changes that you and other admins make. Audit history is especially useful when there are multiple admins. To view the audit history, from Setup, in the Quick Find box, enter View Setup Audit Trail , then select View Setup Audit Trail.

How many days worth of changes to settings can you Download Salesforce?

Required Editions and User Permissions To download your org’s complete setup history for the past 180 days, click Download. After 180 days, setup entity records are deleted. The history shows the 20 most recent setup changes made to your org. It lists the date of the change, who made it, and what the change was.

How do I track administrative activities in Salesforce?

To view the setup audit trail history, click Your Name | Setup | Security Controls | View Setup Audit Trail. To download your organization’s full setup history for the past 180 days, click the Download link. The setup audit trail history shows you the 20 most recent setup changes made to your organization.

Where is Audit Trail in Salesforce?

To view the setup Audit Trail history, click Setup –> Security Controls –> View Setup Audit Trail.

What is feed tracking in Salesforce?

Feed tracking detects changes to tracked record fields and posts them as updates in the What I Follow feed. Users who follow a record, see those updates in their view of What I Follow, with one exception. Updates users make themselves aren’t posted to What I Follow. Users can see those updates in their profile feeds.

How many fields can we track in Salesforce?

Salesforce allows you to track up to 20 fields per object (both standard or custom objects).

What changes are tracked in setup audit trail?

The Setup Audit Trail feature in Salesforce enables you to closely track changes made to your organization. It records all modifications concerning the administration, customization, security, sharing, data management, development, and more of your Salesforce organization.

What is modify all permission in Salesforce?

Modify All grants read, edit, and delete access to the object and full access to records within that object. “View All” and “Modify All” can be better alternatives to the “View All Data” and “Modify All Data” permissions . Used For : Delegation of object permissions.

How do I view change history in Salesforce?

Select Administration > Operations > Change History. Select an object type or enter an object ID to restrict the search to objects of the specified type or ID. Object types appear in this list only if you enable change history tracking for the corresponding module.

Can you track activity on Salesforce?

Salesforce Shield: Event Monitoring With Event Monitoring, you can track user activity and prevent data loss. Event Monitoring provides the audit log files from Salesforce. These logs contain information about nearly 50 unique, user-generated events.

How do I track an employee in Salesforce?

The reporting app connects directly to Salesforce and allows managers to track progress and assign “trails” to employees. After employees have been assigned trails, a Saleforce administrator can enable them to view each others’ progress, encouraging some friendly competition.

Does Salesforce track your location?

In some scenarios, organizations where data collection is important, capturing the location of where the users are entering new information can be helpful. The Visualforce page will then capture the location of the users when they save a new record. Aug 27, 2013.

How do I track field history in Salesforce?

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. Save your changes. Click Set History Tracking in the Custom Fields & Relationships section. Choose the fields you want tracked.

How do I use the field audit trail in Salesforce?

You define one HistoryRetentionPolicy for your related history lists, such as Account History, to specify Field Audit Trail retention policies for the objects you want to archive. Then use Metadata API to deploy the big object. You can update the retention policy on an object as often as you like.

How do I enable audit trail in Salesforce?

To enable Audit Trail, in Setup, select Security | Security Settings, and check Enable Audit Logging Data Collection. Note Audit Trail data is available only after enabling.

How do I set up feed tracking in Salesforce?

Enable and Customize Feed Tracking From Setup, enter Feed Tracking in the Quick Find box, then select Feed Tracking. From the list of objects, select Contact (1). Select Enable Feed Tracking (2). Select up to 20 fields (3). Click Save.

How do I increase field history tracking limit in Salesforce?

The limit on ‘Number of Fields to Track History per Entity’ cannot be increased manually or with the help of Salesforce Support. Default Limit: 20 fields per object. If your organization needs this limit increased, contact your Salesforce Account Executive (AE).

How do I track a shipment in Salesforce?

Track Inventory Shipments From the Shipments tab, click New. In the General Information section, add details about the shipment’s origin and destination. In the Tracking Information section, add details about the shipping provider and delivery date. Add a description explaining what is being shipped. Save your changes.

What is the use of track field history?

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.

How do I enable view setup and configuration in Salesforce?

A Salesforce Administrator should navigate to Setup > Users > Profiles > Profile > System Permissions and ensure the View Setup and Configuration Permission is ticked.

What does Salesforce shield do?

Salesforce Shield is a trio of security tools that helps admins and developers build extra levels of trust, compliance, and governance right into business-critical apps. It includes Shield Platform Encryption, Event Monitoring, and Field Audit Trail.

What are audit fields in Salesforce?

Audit Fields in Salesforce are special fields that track information about your records that can be valuable for audit purposes. Typically these fields include: CreatedByID. CreatedDate.