How to Track Salesforce Field History | Techila
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How to Track Salesforce Field History

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How to Track Salesforce Field History

Salesforce Field History

Tracking Field History is a method of finding and displaying the field history in the related history for custom objects and standard objects.

. Custom Objects.

.Standard Objects.

Track Salesforce Field History For Custom Objects

Go to Setup.

Description: http://www.techilaservices.com/techilla-oldsite/wp-content/uploads/2016/08/TrackingSalesforceFieldHistory.png

 

Click on Setup menu.

Description: http://www.techilaservices.com/techilla-oldsite/wp-content/uploads/2016/08/TrackingSalesforceFieldHistory1.png

Now go to Create=>Objects.

Description: http://www.techilaservices.com/techilla-oldsite/wp-content/uploads/2016/08/TrackingSalesforceFieldHistory2.png

Select any of the objects. We are tracking history for studentinfo custom objects.

Description: http://www.techilaservices.com/techilla-oldsite/wp-content/uploads/2016/08/TrackingSalesforceFieldHistory3.png

Now go to Custom Fields And Relationships. Select set history tracking

Description: http://www.techilaservices.com/techilla-oldsite/wp-content/uploads/2016/08/TrackingSalesforceFieldHistory4.png

Enable track field history by selecting checkbox and click on save button.

Description: http://www.techilaservices.com/techilla-oldsite/wp-content/uploads/2016/08/TrackingSalesforceFieldHistory5.png

We have enabled Tracking Salesforce field history but we have not added that history field to page layout.

Now go to Page Layout and click on Edit as shown above.

Description: http://www.techilaservices.com/techilla-oldsite/wp-content/uploads/2016/08/TrackingSalesforceFieldHistory6.png

Select Studentinfo history in related list and drag to page layout as shown below.

Description: http://www.techilaservices.com/techilla-oldsite/wp-content/uploads/2016/08/TrackingSalesforceFieldHistory7.png

Click on save button to save page layout.

Description: http://www.techilaservices.com/techilla-oldsite/wp-content/uploads/2016/08/TrackingSalesforceFieldHistory8.png

Now a new detail page will be opened where track field history is enables as shown above.

Description: http://www.techilaservices.com/techilla-oldsite/wp-content/uploads/2016/08/TrackingSalesforceFieldHistory9.png

Now go to Studentinfo Custom Object Tab.

Select any studentinfo records and click on edit.

Description: http://www.techilaservices.com/techilla-oldsite/wp-content/uploads/2016/08/TrackingSalesforceFieldHistory10.png

Observe Studentinfo history where Date,User and Action will be displayed.

Tracking salesforce field history for custom objects.

Go to Setup=>Customize=>Object=>Fields.

Description: http://www.techilaservices.com/techilla-oldsite/wp-content/uploads/2016/08/TrackingSalesforceFieldHistory11.png

Click on fields as shown above.

Description: http://www.techilaservices.com/techilla-oldsite/wp-content/uploads/2016/08/TrackingSalesforceFieldHistory12.png

Click on Set History Tracking.

Description: http://www.techilaservices.com/techilla-oldsite/wp-content/uploads/2016/08/TrackingSalesforceFieldHistory13.png

. Enable Account History.

. Select up to 20 field that are to be tracked

. Finally select SAVE button.

Courtesy:- http://www.crmsalesforcetraining.com/how-to-track-salesforce-field-history-salesforce-tutorials/

Author: techila

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