Mastering Salesforce CRM Administration
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Viewing Setup and Audit Trail

Salesforce keeps an Audit Trail of configuration changes made in the Setup section. Audit Trail helps the organization administration track recent setup changes. This is very helpful if there are multiple administrators for an organization.

A business scenario: Alok Sinfal is working as system administrator at Universal Containers. He has just received an e-mail from business user Nishant Nagre, who says that someone has recently reset his password (because Nishant has received a password reset e-mail from Salesforce). If Alok Sinfal wants to track who did this, then he has to use Setup and Audit Trail in Salesforce. Only the system administrator or a user with View Setup and Configuration permissions can use this feature. To access the Audit Trail, click on Setup (gear icon) | Setup | SETTINGS | Security | View Setup Audit Trail.

Audit Trail key concepts

You can check Audit Trail for the following types of changes:

  • Administration: It will track various administration changes, such as changes in company information, multiple currencies, users, e-mail address, profile, roles, record types, creating e-mail footers, domain names, and many others.
  • Customization: These changes are related to changes to the interface, forecast, contract, ideas, field tracking in feeds, support-related settings, process setups, and changes to groups.
  • Security and sharing: These are related to security settings and sharing, such as password policy changes, session setting changes, changes in SAML settings, and so forth.
  • Data management: These changes are related to the mass deletion of records, data export requests, the mass transfer of records and import wizard usage, changes in analytic snapshots, and so on.
  • Development: This change is related to Apex classes, triggers, and Visualforce. Changes can include modifications to triggers, classes or Visualforce, remote site access setup, and Force.com sites setup.
  • Various setups: Various setup changes, such as the creation of an API, usage metering notifications, territories usage, workflow and approvals settings, AppExchange package installation/uninstallation, and the creation and deletion of workflow actions are tracked.
  • Using the application: These changes are related to changes to the account team and opportunity team selling settings, Google App services, and the enabling and disabling of partner and customer portal users.
Note

If you want to learn more about the types of changes that Audit Trail history can track go to this link: https://help.salesforce.com/htviewhelpdoc?id=admin_monitorsetup.htm&siteLang=en_US