How to track activity history in salesforce


Go to Setup->Administrative Setup->Security controls->View Setup Audit trail. There you can see all the user activities. Actually just to clarify you cannot see “All” a users activity.

  1. From Setup, enter Object Manager in the Quick Find box, then select Object Manager.
  2. Click the custom object, and click Edit.
  3. Under Optional Features, select the Track Field History checkbox. …
  4. Save your changes.
  5. Click Set History Tracking in the Custom Fields & Relationships section. …
  6. Choose the fields you want tracked.


How to create a report in Salesforce?

How to Create a Salesforce Report Tabular Report. To get started, head over to the Reports tab. If you don’t see it, click on the App Launcher (9 dots). Then, click “New Report”. Select the objects/s you wish to report on. You can use the search bar to quickly search for a report type. I’m going to create an Accounts report.

What is Salesforce activity?

Salesforce Cloud Services

  • Sales Cloud: It is one of the most essential and popular products of Salesforce. …
  • Marketing Cloud: Marketing is crucial when it comes to running a business. …
  • Analytics Cloud: This enables users to create a highly visually appealing dashboard of the available data. …

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What is the outlook for Salesforce?

Salesforce Outlook Integration

  • Users can now log Outlook emails to Salesforce as actual emails, no longer logging emails as tasks
  • Customized Outlook integration panels can be made for different users. Admins can configure Lightning components to the panel and even download more components from the AppExchange.
  • Users can draft Outlook emails using preconfigured Salesforce templates

How to use Salesforce activities and tasks?

To create a new task:

  1. Go to the Home tab and select My Tasks and then New. You are given an option to select the record type of the task.
  2. Input the task details. There are numerous task details which should all be understood differently. …
  3. Click on Attach files on the Attachments related list to attach files. …
  4. Specify the priority and status of the task created.

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Can we track task history in Salesforce?

Task and Events belong to object Activities, so for task history it is Activity History. This feature is provided by salesforce it self. if you have enable allow history or tracking on any Task object then you can get track it easily.

How do I query history tracking in Salesforce?

Enabling field history tracking For standard objects (e.g. Lead, Account, Contact, etc), click “Set History Tracking” when viewing Fields & Relationships for a given object in Object Manager. On the next screen select “Enable {ObjectName} History” and then select the field you want to track.

How do I run a history report in Salesforce?

View Report HistorySelect the Reports tab.Select a report, and then click History. A list appears with all the report executions. … If you want to perform actions on a specific log, select the row of the log.Perform one of the following: Edit — To edit the report’s configuration settings.

How do I enable account history tracking in Salesforce?

Enable Field History TrackingFrom Setup, click Object Manager and select Account.Select Fields & Relationships, and click Set History Tracking.Select Enable Account History, then select these two fields to track: Has Support Plan. Support Plan Expiration Date.Click Save.

What is track history in Salesforce?

Salesforce allows you to track up to 20 fields per object (both standard or custom objects). By enabling Field History Tracking, you will see who made the change, the date it was updated, and the previous value of the field. This feature helps you with a useful audit trail for reviewing or troubleshooting past changes.

What is field tracking history?

Field History tracking is a method where we can track the changes that happens to a field. Thi field history tracking can be done for custom objects and standard objects.

How do I pull historical data from Salesforce?

Export Account History using Data LoaderOpen Data Loader.Click on Export or Export All. … Enter your Salesforce username and password. … Select Show all Salesforce objects and click on Account History (AccountHistory) object.Click on Browse… to select where the csv file will be saved.Click on Next > Yes.More items…

How do I Report on field history tracking in Salesforce?

After enabling History Tracking, a button will appear in the fields section that will allow individual fields to be selected. A new Report Type is created when Field History Tracking is enabled for an object.

How do I enable history tracking for standard objects in Salesforce?

From the management settings for the object whose field history you want to track, go to the fields area. Click Set History Tracking. Tip When you enable tracking for an object, customize your page layouts to include the object’s history related list.

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.

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 long does Salesforce keep field history?

If your org was created on or after June 1, 2011 and you decide not to purchase the add-on, Salesforce retains your field history for the standard 18–24 months.

Can you create a record type on a standard object?

You can’t create a record type on a standard or custom object and enable field history tracking on the record type in the same Metadata API deployment. Instead, create the record type in one deployment and enable history tracking on it in a separate deployment.

Can you turn off field history tracking?

You can enable field history tracking for standard objects in the object’s management settings. You can enable field history tracking for custom objects in the object’s management settings. You can turn off field history tracking from the object’s management settings.

Can Salesforce update the same tracker in the same second?

In other words, if two users update the same tracked field on the same record in the same second, both updates have the same timestamp. Salesforce can’t guarantee the commit order of these changes to the database. As a result, the display values can look out of order.

Why is user activity monitoring important in Salesforce?

User activity monitoring – tracking user actions in a digital environment for information security – is critical for protecting sensitive cloud-based data.

What does it mean when a Salesforce user logs in at odd hours?

Admins can see if a user logs in at odd hours, such as on weekends or late at night, or if they log in from a different IP address, indicating they’re accessing Salesforce from an unexpected location. With this information, you can prevent unauthorized access that could lead to a data breach.

Can you assess Salesforce performance based on Apex events?

You can also assess performance based on Apex events and Community performance. User activity monitoring reports reveal areas that need to be addressed, which is critical because the performance of your Salesforce org is directly tied to productivity and ROI .

Can you add videos to your watch history?

Videos you watch may be added to the TV’s watch history and influence TV recommendations. To avoid this, cancel and sign in to YouTube on your computer. An error occurred while retrieving sharing information. Please try again later.

Does Chargent have history tracking?

Chargent recommends that you enable history tracking on key fields for both the Chargent Order and Transaction records. For Chargent, fields like the Charge Amount, an expiration date on a credit card, or a Token can be beneficial to see before and after values and when they changed.


Anatomy of The History Object

  • 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 hav…

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Field History Tracking Limitations

  • As you might imagine, keeping track of all these changes can create a large amount of data in your Salesforce org. Luckily, field history tracking doesn’t count against your org’s data limits. However, Salesforce imposes several limits to ensure that your data doesn’t get out of control: 1. Max of 20 fields per object- This might sound like a lot, but most Salesforce orgs I’ve seen have t…

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Querying Field History

  • If you’re not inclined to directly query data in Salesforce using SOQL, feel free to skip this section. If you enjoy SOQL, read on. Let’s take a look at how you might query AccountHistory: SELECT AccountId, DataType, Field, NewValue, OldValue, CreatedById, CreatedDate FROM AccountHistory ORDER BY CreatedDate ASC LIMIT 10 If you’ve enabled field history tracking for Account and yo…

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Viewing Field History

  • Field history acts just like any related list. You can easily add it to page layouts for standard and custom objects. Just beware that you’ll only be able to see the most recent 18 months of field history. So, if you’re looking at a record that was last modified more than 18 months ago, expect list related list to be blank. To add a history related list, just drag and drop it into the page layout …

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Building Field History Reports

  • 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. The following report is just a basic grouping on Account order by the Edit Date (a…

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What Fields Should Have History Tracking?

  • First, you should ensure you’re keeping track of ownership changes. We recommend that you enable field history tracking for the Owner field on standard objects like Lead, Account, Contact, Opportunity and even Task. You should also enable history tracking on other custom fields you have that represent some form of ownership. These ownership fields are critical to managing sa…

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  • Regulated industries like healthcare and financial services follow compliance frameworks that require user activity monitoring. As a Salesforce user in a regulated industry, meeting compliance standards is crucial for multiple reasons: You want to reinforce trust, and you don’t want to receive hefty fines. Non-compliance with GDPR, for example, can incur fines of as much as €20 …

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Usage and Adoption

  • User activity monitoring insights can also reveal how users interact with Salesforce. Usage and adoption are critical for users to leverage Salesforce to its fullest and monitoring certain actions can reveal if your team is fully utilizing the CRM. Usage and adoption information gained from user activity monitoring can guide your training and educational efforts to encourage more effec…

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  • Evaluating performance – the end-user experience – is essential when measuring Salesforce’s impact on operations. Measuring performance through user activity monitoring is an impactful way to know if you’re using the CRM efficiently. Admins can view events like failed logins to pinpoint if there’s a problem with the login page or account permissions. Poor page performanc…

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Salesforce Shield: Event Monitoring

  • Salesforce Shield: Event Monitoring provides Salesforce admins with org visibility through user activity monitoring-based audit logs. 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. E…

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