How to Track Salesforce field History – Salesforce Tutorials

Salesforce field History

In our previous Salesforce Tutorials we have learned about How to create backup data in Salesforce.com Account. In this Salesforce  Training Tutorial we are going to learn about How to track salesforce filed history in salesforce.com.

Tracking  Field History is a method of finding  and displaying the field history in the related history for custom objects and Standard object. We can track Salesforce field history for both objects.

  • Custom objects.
  • Standard Objects.

Track Salesforce Field History for Custom Objects.

Go to Setup.How to Track Salesforce field History  - Salesforce Tutorials

Click on Setup menu.

How to Track Salesforce field History  - Salesforce Tutorials

Now go to Create=>Objects.

How to Track Salesforce field History  - Salesforce Tutorials

Select any of the object. In this Salesforce tutorial we are tracking history for Studentinfo custom object.

How to Track Salesforce field History  - Salesforce Tutorials

Now go to Custom fields  & Relationships. Select Set History Tracking.

How to Track Salesforce field History  - Salesforce Tutorials

Enable Track field history by selecting check box and click on Save button.

How to Track Salesforce field History  - Salesforce Tutorials

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.

How to Track Salesforce field History  - Salesforce Tutorials

Select Studentinfo History in Related list and drag to page layout as shown below.

How to Track Salesforce field History  - Salesforce Tutorials

Click on Save button to save page layout.

How to Track Salesforce field History  - Salesforce Tutorials

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

How to Track Salesforce field History  - Salesforce Tutorials

Now go to Studentinfo Custom object tab.

Select any Studentinfo records and click on Edit.

How to Track Salesforce field History  - Salesforce Tutorials

Observe Studentinfo history where Date, user and action will be displayed.

Tracking Salesforce Field History for Custom Objects.

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

How to Track Salesforce field History  - Salesforce Tutorials

Click on Fields as shown above.

How to Track Salesforce field History  - Salesforce Tutorials

Click on Set History Tracking.

How to Track Salesforce field History  - Salesforce Tutorials

  • Enable Account history.
  • Select up to 20 field that are to be tracked
  • Finally select Save button.

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