What is field history tracking?
Field history tracking allows you to capture when the values within specified fields change when a record is edited.
Why use field history tracking?
Use field history tracking to create an audit trail of modifications to your company’s critical data. This can be particularly helpful in identifying instances where data was updated incorrectly and by whom.
How do you enable field history tracking?
Select “Set History Tracking” within its field configuration:
Then select the fields to include for tracking:
Ensure the object properties have “Track Field History” enabled:
Then click “Set History Tracking” and select fields from the object:
Standard and Custom Objects
Add the field history related list to the page layout:
Reporting on field history
Once field history tracking is enabled, you will be able to report on that object’s history. This report is not intended to perform analysis (e.g. how many days on average does each lead stay in the “Uncontacted” status); consider analytic snapshots for that type of analysis.
- Field history tracking will only track values for specified fields once enabled. Enabling history tracking or adding additional fields will not yield any historical data.
- Fields longer than 255 characters (such as long text, rich text, and multi-select picklist fields) do not track values when changed (only that a change has occurred).
- You can track up to 20 fields per object by default. The limit can be raised by contacting Salesforce support, but a) you may have to pay to for the increase and b) it may increase record save time.