How to view field history in salesforce

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Where to see field history: You can check the changes for the fields on which you have enabled the history tracking by adding the object history in the related list on the object layout :

  • From Setup, click Object Manager and select any object (For ex: Contact)
  • Select Page Layouts, and open a page layout on which you want to show the field history.

Full
Answer

How do I get the history of a Salesforce field?

Salesforce starts tracking field history from the date and time that you enable it on a field. Changes made before this date and time aren’t included and didn’t create an entry in the History related list. Use Data Loader or the queryAll () API to retrieve field history that ‘s 18–24 months old.

How long is the field history data retained in Salesforce?

The field history data is retained for up to 18 months. Field history tracking in salesforce can be enabled for Standard objects and Custom objects. To enable field history tracking for custom object or standard objects first we have enable feed for standard object or custom objects in Salesforce.

Why are my custom objects’history reports showing up in Salesforce?

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 enable contact history tracking in Salesforce?

From Setup, click Object Manager and select any object (For ex: Contact) Select Fields & Relationships and click Set History Tracking. Select Enable Contact History, and then select the fields on which you want to track the changes. (You can select maximum 20 fields on an object)

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Where can I see the 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.More items…


How do I query field history in Salesforce?

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.


What is field history in Salesforce?

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.


Can you see history of changes in Salesforce?

Select the customer profile for which you want to view the history of changes. Click Change History. to view details of a specific change. Note You can only undo the most recent change.


How do I track field history in Salesforce for standard objects?

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.


What is field Audit Trail?

Field Audit Trail lets you define a policy to retain archived field history data up to 10 years from the time the data was archived. This feature helps you comply with industry regulations related to audit capability and data retention.


How do I download field history tracking in Salesforce?

To export object field history via Data Loader:Open Data Loader.Click Settings | Settings.Uncheck Use Bulk API.Click OK.Click Export All.Choose OAuth and enter your Salesforce username and password; or Choose ‘Password Authentication’ and enter your Salesforce username and password followed by your security token.More items…


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. For custom objects, you’ll first need to make sure that “Track Field History” is selected…

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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 have a few minor differences in their history objects. Most of the standard Salesforce objects are paire…

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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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