Questions tagged [history-tracking]
The history-tracking tag has no usage guidance.
150
questions
1
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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 ...
0
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0answers
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 ...
1
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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 ...
1
vote
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 ...
1
vote
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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0answers
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 ...
1
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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 ...
0
votes
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
vote
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 ...
0
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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 ...
0
votes
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 ...
2
votes
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 ...
0
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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. ...
0
votes
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
votes
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 ...
0
votes
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
votes
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 ...
0
votes
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
votes
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 ...
0
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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 ...
1
vote
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 ...
0
votes
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 ...
0
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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
votes
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
votes
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
votes
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
votes
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 ...
0
votes
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 ...
0
votes
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
votes
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
votes
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
votes
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 ...
0
votes
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
votes
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 ...
0
votes
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
votes
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
vote
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 ...
-1
votes
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
vote
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
votes
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
vote
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
votes
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
votes
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 ...
0
votes
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
vote
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
votes
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
votes
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
votes
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
votes
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. ...
