Questions tagged [history-tracking]

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23 views

Flow based on an Objects History

Is it possible to build a flow based on an objects history. For instance, if I wanted a fields to update whenever another field is changed by one specific user. How would I go about this I cannot seem ...
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1answer
32 views

Illegal assigment from Object to String

I'm trying to update a field with the OldValue, but I'm receiving the following error: Illegal assigment from Object to String @AuraEnabled public static String updateRecordAfterReturned(Id ...
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0answers
27 views

History records not being removed from Recycle Bin in Sandbox

I'm using the SFDX "Move Utility" plugin (SFDMU - great tool!) to automate data seeding for sandbox environments as part of an Azure DevOps pipeline. The two objects being migrated lookup to ...
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0answers
240 views

SFDX not pulling field history tracking for Person Account (__pc fields)

Enabling Person Account creates these fields ending with "__pc" in their API name. That happens when we create a contact field - Salesforce automatically creates the __pc equivalent of the ...
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2answers
108 views

User Info on Case History

I am trying to pull the user (person who made the change) via SOQL query on cases. This is not a "standard" field in the API Developers guide for CaseHistory but it is available for standard ...
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1answer
37 views

Opportunity historical trending: I miss many fields

Opportunity historical trending is enabled in our org, by default 5 specific fields are monitored. Salesforce allows to select 3 more fields, but offers only a choice from a few, 10 to be exact. We ...
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1answer
21 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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0answers
15 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
85 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
37 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
58 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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0answers
61 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
62 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 ...
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1answer
2k 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
239 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
71 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
251 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
64 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
102 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
1k 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 ...
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1answer
257 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
210 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 ...
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1answer
42 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
513 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
115 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
56 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
114 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
159 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
42 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 ...
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2answers
208 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
289 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
178 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
73 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
45 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
131 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
822 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
470 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 ...
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1answer
407 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
66 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
489 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
947 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
547 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
213 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
51 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
389 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
358 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 ...
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1answer
444 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
263 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
3k 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 ...