History Tracking

Field History Tracking enables us to track any changes made on certain fields in system and add and entry in History Related List for any changes made regarding tracked field thereby ensuring Data security.

Here we will see how we can start tracking changes for certain fields related to Account.

Step 1. Open Account Object Page, setup-> Accounts-> Fields.

account-field

Step 2: Fields Page will open as below. Click ‘Set History tracking‘ button.

history-account-field

Step 3: Check ‘Enable Account History‘.

enable-account-history

Step 4: Below page will open with all fields listed for Account Object. Check all fields for which we want to Track changes and Click Save. System will start tracking any changes related to these fields.

account-field-history-list

In Lightning Experience:  History Tracking

Step 1.Click “Fields & Relationships” on object detail page

lightning-exp-create-app-salesforce

Step 2. From the Home tab in Setup, enter Object in the Quick Find box, then select Object Manager.

lightning-exp-object-manager

Step 3. Click Account as below

lightning-exp-object-manager-account

Step 4. Click “Fields & Relationships” and Click ‘Set History Tracking’ button on this Page

  • Enter the required field label.
  • Enter the required field name.
  • Add Picklist Field Values

lightning-exp-object-manager-history-tracking

Step 5. Below page will open with all fields listed for Account Object. Check all fields for which we want to Track changes and Click Save. System will start tracking any changes related to these fields.

lightning-exp-object-manager-account-options

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