Add the Account History related list to the Customer Account page layout. Click the App Launcher and select Sales. Click the Accounts tab. From the List View, select All Accounts. In the Account Name column, click Edge Communications. Click the setup gear then select Edit Object.
Table of Contents
How do I change the name of an account in Salesforce?
From setup, Navigate to App Setup-> Customize-> Tab Names and Labels-> Rename Tabs and Labels. Click on edit on Account in Standard Tabs, and go to Step 2. Enter the new field labels. From there you can override label for Account Name.
What is a history object in Salesforce?
Most of the standard Salesforce objects are paired with history objects designed to support field history tracking. These standard history objects are all named {ObjectName} History (e.g. LeadHistory, AccountHistory) and have the same standard structure: The Id of the record that changed.
How do I enable account history tracking in Salesforce?
Enable Field History Tracking 1 From Setup, click Object Manager and select Account. 2 Select Fields & Relationships, and click Set History Tracking. 3 Select Enable Account History, then select these two fields to track: Has Support Plan Support Plan Expiration Date 4 Click Save.
How do I report on changes in custom objects in Salesforce?
Salesforce offers built-in reports for many of the standard object history types. If you’ve enabled reporting on your custom objects, their history reports will show up as well. If you’re familiar with Salesforce reporting generally, it’s not too hard to build a report that gives you a log of changes for a given record.
How do I rename an account object in Salesforce?
How to Change Standard Object Names in SalesforceTo start, go to the Setup item with the gear icon in the upper right-hand corner.Next, click customize.After that, hit the option labeled Tab Names and Labels.Click on Rename Tabs and Labels.Now, select the tab or object that you want to rename and then hit edit.More items…•
How do I change the object 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.More items…
What objects can be customized for history?
With Field History tracking, the field history of custom objects, as well as standard objects, can be tracked….The following is a list of standard objects that can be tracked:Accounts.Articles.Assets.Campaigns.Cases.Contacts.Contracts.Contract line items.
Can you rename an object in Salesforce?
To change the labels for Standard Objects and Fields in Salesforce, simply go to Setup -> Customize -> Tab Names and Labels -> Rename Tabs and Labels. Choose the Tab (or Object) you want to rename and click Edit.
What is account history in Salesforce?
Read on accounts. Any time a user modifies any of the standard or custom fields whose history is set to be tracked on the account, a new entry is added to the Account History related list. For person accounts, this addition includes any relevant contact fields that are set to be tracked.
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.
Can we write trigger on history object in Salesforce?
It is not possible. You could, however, query the history objects from the parent object’s trigger. For example, you have an after-update trigger on Account, from which you can query AccountHistory object.
How many fields can you track history in Salesforce?
20 fieldsField history tracking also does not count against your organization’s paid data storage limits and you can track only 20 fields per object.
How do I create a field history report on a custom object 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.More items…
How do I customize an account object in Salesforce?
Create a Custom FieldFrom Setup, go to Object Manager | Property.In the sidebar, click Fields & Relationships. Notice that there are already some fields there. … Click New in the top right.For data type, select Currency.Click Next.Fill out the following: … Check the Required box.Click Next, Next again, and then Save.
Can we change related list name in Salesforce?
To change the name of the related list you must go to the master detail field on the desired object. Click edit. You will see a section mid-way down the page called Master Detail Option. Change the Related List Label to match your desired name.
How do I change the API object name in Salesforce?
Just go to setup -> fields under object in question -> specific field -> edit -> type in new API name.
How long does Salesforce keep history?
You can’t keep it forever – Salesforce only keeps so much history around. Here’s how that works: Last 18 months – You can access the last 18 months directly in your org via related lists, reports and SOQL queries. From 18-24 months – Salesforce retains this data but you have to use Data Loader or the API to access it.
Can you include the old and new record in a lookup field?
If you’re dealing with changes to lookup fields, you likely want to include some additional data about the old record and the new record referenced by the lookup field. Unfortunately, you can’t do that because the old value and new value themselves aren’t lookups, they’re just text with a name for the referenced record.
Does Salesforce keep track of history?
Salesforce isn’t entirely consistent in how it keeps track of history for each kind of object. The vast majority of standard Salesforce objects follow the same model, but there are a few exceptions (particularly with Opportunity; see below). Custom objects also support history tracking but have a few minor differences in their history objects.
Introduction
VP of Support Noah Larkin would like to know which accounts are being marked as having support plans each week, so he can track which accounts don’t have a support plan expiration date.
Enable Field History Tracking
Enable field history tracking on accounts, and set it to track the Has Support Plan and Support Plan Expiration Date fields.
Verify Step
You’ll be completing this project in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.
