Are you looking for a dependable method to manage different areas in Salesforce opportunities? Salesforce field service is an excellent built-in functionality for reporting on historical data. It is a mechanism for recording changes connected with each individual field.
It allows you to monitor certain fields and record changes in order to go back and check what happened. We’ll lead you to know about Salesforce field history tracking in this guide.
How to enable field history tracking?
- Select any object from the Object Manager menu in Setup.
- Set History Tracking after selecting Fields & Relationships.
- Enable Contact History, then pick the fields for which you want to monitor progress.
- Click save.
Where to look for field history?
By adding the object history to the associated list on the object layout, you can see the modifications for the fields with which you have activated history tracking:
- Select any object from the Object Manager menu in Setup.
- Create a page layout to which you want to display the field history by selecting Page Layouts.
- Click Related Lists in the palette.
- Drag the Contacts History connected list from the palette into the page layout and place it down in the linked list area.
- Save the file.
The Restrictions in Field History Tracking
- Each item can track only 20 fields.
- Changes to fields with more than 255 characters are tracked as altered, and their old and new values are not preserved for some fields.
- The modification is not logged if a trigger produces changes to objects that the operator does not have the authorization to edit. Field history takes current user rights into account.
Why Field History Tracking is beneficial to your company
When field values change in Salesforce, it’s common to guess what the initial values were, when someone modified them, or who exactly changed them. Field History Tracking saves field history data, providing you with a documented list of this vital information.
You can track up to 20 fields per object in Salesforce. Activating Field History Tracking allows you to observe who modified it, when it was updated, and what the prior value of the field was. This feature provides a handy audit trail for evaluating and resolving previous changes. Changes to monitored fields appear mostly in the Objects History Related section, and the data is kept for 18 months.
Salesforce Field History Tracking also can assist you in determining when a non-human “user” modifies a field, such as when a process builder changes a field value or an integrated user updates a record via an external website form.
How does the field tracking tool help?
Field History Tracking makes it easier to comprehend the timeframe of a standardized object, see past data, and debug some minor mistakes when a record is updated. If numerous people interact with customer data in Salesforce, you should enable Field History Tracking for custom objects.
Using this useful option, you can observe who modified which fields and when. This means you have an up-to-date record of a customer’s field history data.
What fields should keep track of their history?
To begin, ensure you’re keeping records of ownership changes. On typical objects such as Lead, Account, Contact, Opportunity, and even Task, we recommend that you activate field history monitoring for the Owner field. You also should activate history tracking on any additional custom fields that imply possession.
These ownership attributes are crucial for handling the marketing manager’s assignments throughout the client’s lifetime, mainly if a “round robin” assignment is used and territory rules do not select the assignee.
When a salesperson asks how something was changed in their name, it’s critical that you can respond because it can affect anything from closed rate to representative compensation.
Finally, keep track of any field that has a big commercial influence. You may have an overall account score that varies regularly. It’s critical to recreating the score at different points in the past since it could have influenced how a representative handled that account and how it was sold to.
Final words
You can use Salesforce field history tracking to generate an audit trail for required modifications to your company’s critical data. This is useful for determining when and by whom data is wrongly updated. Remember that Field Service software must be set appropriately to achieve the company’s aims and objectives.
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