App Tutorial

Enable Salesforce Field History Tracking in 5 Steps

Jason Gong
App automation expert
Apps used
April 18, 2024

To add field history tracking in Salesforce, access the Setup menu, select objects and fields to track, enable history for those fields, and customize page layouts to display the history. This feature is essential for audit trails, data integrity, and compliance. By following the outlined steps, you can monitor changes effectively.

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Field history tracking in Salesforce is a powerful feature that allows organizations to track changes to specific fields in their Salesforce records. This capability is crucial for maintaining audit trails, ensuring data integrity, and supporting compliance efforts. By enabling field history tracking, Salesforce administrators can monitor when a field was changed, who changed it, and what the old and new values are. This guide provides a comprehensive overview of how to add field history tracking in Salesforce, covering the necessary steps to enable this feature and manage its settings effectively.

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How to Add Field History Tracking in Salesforce

To add field history tracking in Salesforce, you must follow a series of steps that involve accessing the Setup menu, configuring object settings, and customizing page layouts to display the tracked history. These steps are designed to ensure that the tracking feature is not only enabled but also tailored to meet the specific needs of your organization.

Salesforce Enable Field History Tracking

The process of enabling field history tracking begins in the Setup menu of Salesforce. Here, administrators can select which objects and fields to track, up to a limit imposed by Salesforce. This limit is typically set to track changes on up to 20 standard or custom fields per object.

  1. From Setup, navigate to the Object Manager and select the object you wish to enable history tracking for, such as Account.
  2. Click on Fields & Relationships and then select Set History Tracking.
  3. Check the box to Enable Account History or the equivalent option for your selected object, then choose the fields you wish to track. For example, you might select fields like Has Support Plan and Support Plan Expiration Date.
  4. Click Save to apply your changes.

Field History Tracking in Salesforce

After enabling field history tracking for the desired fields, the next step is to ensure that the history is accessible to users who need to view it. This involves adding the Account History (or the equivalent history for the object you're working with) related list to the page layout of the record.

  1. Use the App Launcher to navigate to the relevant app, such as Sales, and select the Accounts tab.
  2. Choose an account to edit, and from the Setup menu, select Edit Object.
  3. Go to Page Layouts, select the appropriate layout, such as Account Layout.
  4. In the layout editor, drag the Account History related list onto the page layout, positioning it as needed.
  5. Click Save, and if prompted, choose No to avoid overwriting other users’ related list customizations.
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Enable Field History Tracking Salesforce

Enabling field history tracking in Salesforce is a straightforward process that provides significant benefits for data management and compliance. By carefully selecting which fields to track and making the history visible on the record pages, organizations can maintain a detailed audit trail of changes. This not only helps in monitoring data modifications but also supports compliance with various regulatory requirements. Remember, the ability to track field history is a powerful tool in the Salesforce administrator's toolkit, enabling better control over data integrity and transparency across the Salesforce environment.

Boost Salesforce Efficiency with Bardeen Automation

While adding field history tracking in Salesforce manually ensures data integrity and supports compliance, automating your Salesforce processes can significantly enhance productivity and data management. With Bardeen, you can automate various tasks, ranging from syncing data across platforms to streamlining sales operations, thereby freeing up time for more strategic activities. Explore how Bardeen's Salesforce automation playbooks can transform your workflow.

Streamline your Salesforce processes by leveraging the following Bardeen automations:

  1. Sync New HubSpot Deal to Salesforce: Automatically update Salesforce deals when new ones are created in HubSpot, ensuring seamless integration and up-to-date sales data across your tools.
  2. Import Company Details into Salesforce: Simplify lead management by automatically creating new Salesforce accounts with company details, enhancing sales efficiency and data accuracy.
  3. Sync HubSpot Contact to Salesforce as New Contact: Ensure consistent and up-to-date contact information across Salesforce and HubSpot, streamlining your sales and marketing efforts.

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