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Mastering Field History Tracking in Salesforce- A Comprehensive Guide to Viewing and Utilizing Past Changes

by liuqiyue

How to View Field History Tracking in Salesforce

Salesforce, being a powerful CRM platform, offers a variety of features to help businesses manage their customer relationships effectively. One such feature is field history tracking, which allows users to view the history of changes made to a particular field in an object. This is particularly useful for auditing purposes, ensuring compliance, and understanding the evolution of data over time. In this article, we will guide you on how to view field history tracking in Salesforce.

Understanding Field History Tracking

Field history tracking is a feature that records all the changes made to a field in an object. This includes the old value, new value, who made the change, and when the change was made. It is important to note that field history tracking is enabled at the field level, meaning that it must be enabled for each field you want to track.

Enabling Field History Tracking

Before you can view the field history tracking, you need to ensure that it is enabled for the desired field. To do this, follow these steps:

1. Navigate to Setup by clicking on the gear icon in the top-right corner of the Salesforce home page.
2. In the Quick Find box, type “Object Manager” and select it from the search results.
3. Click on the object for which you want to enable field history tracking.
4. In the “Object” section, click on “Fields & Relationships.”
5. Find the field you want to track and click on its “Edit” button.
6. In the “Field History Tracking” section, select “Track Changes.”
7. Click “Save” to enable field history tracking for the field.

Viewing Field History Tracking

Once field history tracking is enabled, you can view the history of changes made to the field. Here’s how to do it:

1. Navigate to the object page for which you enabled field history tracking.
2. Click on the “History” button located in the related list on the right side of the page.
3. This will open the “History” panel, displaying the field history tracking information.
4. You can filter the results by user, date, or object field to find specific changes.

Additional Tips

– To view the field history for a specific record, click on the “History” button on the corresponding record page.
– You can also export the field history data to a CSV file for further analysis or reporting.
– Keep in mind that field history tracking only records changes made after it was enabled for the field.

In conclusion, field history tracking in Salesforce is a valuable feature that helps businesses monitor and manage changes made to their data. By following the steps outlined in this article, you can easily enable and view field history tracking in Salesforce, ensuring data integrity and compliance.

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