Unlocking Field History Tracking in Salesforce- A Step-by-Step Guide to Activate and Utilize this Essential Feature

How to Turn on Field History Tracking in Salesforce

In Salesforce, field history tracking is a powerful feature that allows you to keep a record of changes made to a particular field within an object. This feature is particularly useful for auditing purposes, as it provides a clear and detailed history of field modifications. In this article, we will guide you through the steps to turn on field history tracking in Salesforce.

Step 1: Navigate to Setup

The first step in turning on field history tracking is to navigate to the Salesforce Setup page. To do this, click on the gear icon in the top-right corner of the Salesforce homepage, and then select “Setup” from the dropdown menu.

Step 2: Search for “Field History Tracking”

Once you are on the Setup page, use the search bar at the top to search for “Field History Tracking.” This will bring up a list of related settings and features.

Step 3: Enable Field History Tracking

In the search results, locate the “Field History Tracking” setting. Click on it to open the related settings page. Here, you will find a list of objects for which you can enable field history tracking. To enable it for a specific object, simply click the checkbox next to the object name.

Step 4: Select Fields to Track

After enabling field history tracking for an object, you will need to select the fields that you want to track. Click on the “Select Fields” button next to the object name. This will open a dialog box where you can choose the fields to track. Select the desired fields and click “Save.”

Step 5: Configure History Settings

Once you have selected the fields to track, you can configure additional history settings. Click on the “Configure History Settings” link next to the object name. Here, you can set the default history tracking settings, such as how long the history should be retained and whether to include deleted records in the history.

Step 6: Save and Close

After configuring the field history tracking settings, click “Save” to apply the changes. You can then close the Setup page.

Conclusion

By following these steps, you can easily turn on field history tracking in Salesforce for your desired objects and fields. This feature will help you maintain a comprehensive record of changes made to your Salesforce data, ensuring that you have a clear and accurate audit trail.