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ckemp Tracking data changes
I need to be able to have an audit trail to track what data has changed for Salesforce objects (e.g. Opportunities, Leads, Accounts, etc.) I thought there was some way to do this (a "track changes" sort of setting) but can't seem to find it. Is there any way for a user to see a list of what changes were made when?
Go to setup>Customize>Opportunities>Fields
Click set history tracking, click enable on next screen and choose the fields to track (you can only have a certain number I think).
You'll then need to add the opportunity field history related list to the page layout.
Thats about it. As long as you've got admin rights then you should be able to set it up.
Good luck.
R.
All Answers
Go to setup>Customize>Opportunities>Fields
Click set history tracking, click enable on next screen and choose the fields to track (you can only have a certain number I think).
You'll then need to add the opportunity field history related list to the page layout.
Thats about it. As long as you've got admin rights then you should be able to set it up.
Good luck.
R.