Questions tagged [history-tracking]

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1answer
15 views

Error creating rows in a custom history table

We are in need of creating History Tracking for the Quote object. I am trying to make this work like the History Tracking that Salesforce already has coded in the system for Opportunities (create a ...
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14 views

History objects for currency fields in a mutli currency org

We are seeing that when we change an objects currency, on a multi currency org, all currency fields with existing values seem to get new history objects even though the fields values dont change. Is ...
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0answers
33 views

Using History API in Lightning Component

We have a Single Page Application, where we have multiple components display on the screen. The components displays on the screen depending on what button they clicked. Now, i'd like to be able to use ...
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1answer
22 views

Field History prior to enabling History Tracking

'Salesforce starts tracking field history from the date and time that you enable it on a field. Changes made before this date and time aren’t included and didn’t create an entry in the History related ...
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1answer
40 views

How can i retrieve how many time a field with datatype (Lookup / Long Text Area ) being changed using SOQL on Case History?

Using this Soql : SELECT count(case.subject) FROM CaseHistory where field ='subject' i was able to retrieve number of time Subject field has changed Since we can not filter by OldValue / NewValue , ...
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18 views

Trending monthly pipeline additions and removals [Opportunity Trends] [Historical Stage and Historical Amount]

EDIT: Am I Overthinking This... wouldn't Created Date reports and Closed Date report would probably work just as well?!? I absolutely love the Opportunity Trends report but one thing I've been trying ...
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0answers
22 views

Report on Pushed Opportunities this month

I am trying to create the report on the Pushed Opportunities this month as shown below I enabled the History Trending in the setup for the Opportunity object and I didnot enable tracking an extra ...
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1answer
31 views

Capture fields values without creating new dummy fields on Case Object

I have to capture fields values belong 7 different fields when a flag field is true on Case Object and capture them in object B. Basically I am trying to avoid creating 7 new fields on Case Object to ...
1
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1answer
780 views

Set History Tracking - fields not showing-up in related list

I have a custom object in which I have selected few <20 fields to track. But I don't see the custom object fields in the "Related List Properties" for the Activity History here is what I ...
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0answers
86 views

Opportunity Owner- Field Tracking History not appearing

I have the 'Field History Tracking' enabled for 'Opportunity Owner' field on Opportunity object in my sandbox, but i'm not able to find the 'Owner' field changes in 'Opportunity Field History' related ...
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1answer
39 views

Custom field to track field history as a log

I have a requirement where field history of custom field Account_Update__c should be tracked as a log in an another custom field called Account_Update_Timeline__c which is a long text field. I'm aware ...
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0answers
80 views

Marketing Cloud Storage Limit - Best practices

Is there a way to calculate if the storage limit within my Marketing Cloud account (45gb) will be enough for me? I want to be able to store contacts, subscribers, trcking data, Images and emails in ...
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2answers
40 views

Audit log of who/what creates new records

There are concurrent creations of multiple records happening in the org. We want to track the creation of record(standard/custom sObject). We also want to see which user is creating/updating that ...
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0answers
56 views

History tracking on knowledge article standard fields

We are trying to enable history tracking for knowledge article and some standard/custom fields. And then push those changes into github repo. For custom fields, it is okay to retrieve those changes. ...
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1answer
378 views

Admin trying to add Field History Tracking to Quote Line Items, Insufficient Privileges?

Got a weird situation going on. I see that I can set "Field History Tracking" in my Quote Line Items, but I'm getting an unusual error: I'm not sure what solution is as I have a standard admin ...
0
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1answer
95 views

What is the best way to export journey audiences?

I would like to understand if there is a standard best practice to export the list of subscribers enter a journey whose audience is refreshed in a daily basis (and, as a plus, to combine that ...
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2answers
79 views

How to store field values of merged record details in Salesforce

I have a requirement to merge different accounts in Salesforce. When record B is merged with record A, record B will be deleted and will be merged into A. Is there any possiblity of storing the ...
0
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1answer
25 views

How to track the source of Custom Object updates?

I'm facing many parasite update subscription API events for Key_Feature__c object. Some of them are happening on the records that describe the activities finished in deep past. These records do not ...
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1answer
214 views

What are the requirements to receive Tracking Data from Journey Builder in Salesforce?

I'm creating journeys in my MID and I realised that not all the journeys are pushing tracking data into Salesforce. I checked with MC Support and they checked that everything is working as expected ...
3
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1answer
89 views

Field history tracking - and orde of execution

I'm struggle to find documentation on how the history tracking is handled respect the order of execution... due to this I'm not understanding what happen to the system. I'm monitoring a simple ...
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0answers
48 views

Is triggered send data inaccurate in Marketing Cloud?

Previously to search and confirm if a customer received a triggered email, I would go to that particular trigger and input the customer's email within the specific date range for that trigger. This ...
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0answers
43 views

Easy way to tell what has field history tracking enabled

I am looking for an easy way to verify what all has field history tracking enabled(and their retention policies). I was able to find this SOQL query SELECT QualifiedApiName FROM FieldDefinition ...
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2answers
107 views

ContentVersionHistory does not record NewValue

As per this Salesforce article: history tracking on ContentVersion description field records NewValue only field history for the Content is only available by querying the object ...
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0answers
34 views

Encrypting field with deterministic vs enabling Field History

I am seeing some inconsistencies with encryption enablement. For example: Contact.name. When I enable deterministic encryption, I have no issues. However, when I enable Field history tracking, I ...
2
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2answers
141 views

Find out programmatically if a field can be tracked

I've grappled with this one for a long time, and I am almost sure it's a gap in the platform. The problem I have is that I need a way to find out all the fields that can be tracked. That is to say, ...
2
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1answer
148 views

Can I turn off read access to field history for some users?

All users should be able to see Cases, generally. Some of my users should see CaseHistory on the Case layout, and some (same profile) shouldn't. Is there any way to remove View permissions on ...
2
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2answers
132 views

Find record diff between two dates in Apex (to minimize API calls)

I have a managed package app with a CustomObject__c where some of its fields need to be "synced" with an external web service. To stay within technical limits the Sync callout is only done once a day. ...
3
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1answer
63 views

Design Pattern for Object History including deletion

We want to implement a history visualization functionality for our custom Team functionality. We have the following data model: We want to track changes off attributes values on TeamMember__c, but ...
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1answer
36 views

Last Modified By not matching history

We have found a number of contacts where the Last Modified By is a specific user, but the Contact History shows the actions at that time as being done by 'Automated Process'. Under what circumstances ...
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1answer
81 views

How To Find Out What Was The Last Updated Field On A Lead Without History Tracking

A managed package updated a field on the Lead object but that field is not in the history tracking. Is there an easy way to find out what field was updated exactly? The Lead has 400+ custom fields ...
2
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1answer
454 views

Which permissions are required to enable History Tracking?

Working through some training exercises and trying to track history on some fields in the Account object. I'm getting an Insufficient Privileges error. Which permission do I need to be able to do ...
2
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1answer
301 views

How to track Account Description field changes in Field history Tracking?

I'm trying to track history of Account Description field. Related list just shows it has changed, but seems no value changes being tracked. Tried to query using SOQL, but it doesn't give any value ...
0
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1answer
208 views

Data Import Wizard History

Is there a way to see more than just the last few imports done using the Data Import Wizard? I see that the Data Import Wizard shows me the last three "Recent Import Jobs," but I want to see an ...
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1answer
49 views

Field That Records Former Profile?

I'm trying to create a Field on the User Object that will record the users former profile. We're creating a Process Builder that will change the users Profile if the user is set to inactive but we ...
4
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1answer
1k views

Are there any limits on field history tracking?

If I have a record that is updated every 5 minutes, and I have field history enabled on the field changing, will I run into any field history tracking limits? Ex. Does Salesforce only store X number ...
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2answers
420 views

Conversion tracking

I am trying to set up the conversion tracking using Javascript for my website. I arrive at the part where it's asking about: I wanted to ask which script that is?
2
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1answer
653 views

How to query on tracked field data?

I would like to know how I can query on tracked fields in all objects? I have org with 50 objects that have tracked fields. Now I wanted to know how much data used as tracking history for particular ...
1
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1answer
353 views

Why does the history-tracking created date differ from the object CreatedDate field?

I've been trying to debug a complex issue in a production system by looking at field history tracking and the system fields. Something that threw me off the trail is a difference between the ...
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1answer
193 views

How to show Knowledge article list History in Search Bar [closed]

I have created list of Knowledge articles in articles management standard object. i need to show that articles list in search bar when i am searching for related questions/data that time i need to ...
1
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1answer
50 views

Marketing Cloud Connect - Tracking with a new connection

If we disconnected our org from once Marketing Cloud account and connected it to a new MID thats not connected to the old one, if we send in the new account to the same contact keys, will tracking ...
0
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1answer
242 views

Custom field history tracking on partial update?

I would like to track more than 20 fields on my custom objects, so built a logic almost same as What is the best workaround for the 20 field history tracking cap?. This works most of the time if you ...
1
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1answer
292 views

Tracking Address Changes - 10+ Years

I am reviewing a request to track changes performed on the address field and some other custom fields on the contact object for long periods of time. I have evaluated Field Tracking History and Field ...
0
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1answer
326 views

Can I create a report that identifies all cases an agent owned or modified throughout a week?

I would like to create a report in Lightning that identifies all of the cases that a service agent "touched" in the prior week. I'm trying to use the case history field "last edited by," and use the ...
2
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2answers
231 views

Index on History Table Fields

We want to query the Case History table to count how many times the Case Status is changed from Status A to B and B to A. We have around 10 million Case History records in production. Want to know ...
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2answers
2k views

Can't track changes on a Rich Text Area field with Field History Tracking enabled

I have a scenario, where I would like to track the changes on a Rich Text Area field. Step 1 After enabling the field history tracking on the Opportunity(that is my target object), I check the ...
1
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1answer
492 views

How can you determine if an object has field tracking turned on?

IS there a way in Apex to determine if a custom object has field tracking turned on? I dont care what the fields are I just need to know if the tracking is turned on
0
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1answer
374 views

Custom History Tracking on Opportunity with trigger

Trigger:   Custom Opportunity History Tracking Create Custom Object : OpportunityHistory Fields : Field Name(Text), Old Value(Text) and New Value(Text) Trigger Logic:    • When new opportunity ...
2
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0answers
36 views

Hierarchy sanpshot

I have a tricky situation. I have more than 350 sales people in my org and I have 4 levels in my hierarchy and hierarchy changes monthly. In case of new hire, it sometimes changes on daily basis as ...
2
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3answers
1k views

Tracking History of changes in Custom fields of custom objects

I want to track the history of 5 fields in custom object. I have selected the Track History checkbox against the corresponding fields in Custom Fields & Relationships section of the object.Still,...
2
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1answer
44 views

Is it possible to limit the history records retrieved in Apex, by their parent, using SOQL?

A little context: you need to track the amount of products in an account (inventory management). To do this, you have a custom object that acts as a junction table between an account and a product. ...