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Wednesday
Dec122012

Track Field Value Changes

Salesforce tip of the day!

If you're a Salesforce admin and have multiple users working on different sets of data, it is often important to track whatever changes are made to the records. Salesforce offers a great way to do just that: Tracking Field History tracks the time and the name of the user committing the changes:

 

  • Click on "Setup" under your name

 

 

  • Go to, App Setup> Customize> pick the object you'd like to configure (Lead)> Fields

  • Click on "Set History Tracking" and then tick the checkbox "Enable Lead History"
  • Select the field(s) you want tracked and then click "Save"
  • Go to your object's Page Layout & click "Edit" to include the Track History related list. 

  • Find the "Related Lists" section of your Page Layout, then drag & drop the "Lead History" related list

 

 

Now, every time a user changes a value in those fields, the name of the user and the time the changes were made will be displayed under the Lead (object) History related list:

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