Unlock the full potential of Salesforce with a deeper understanding of Field History Tracking. This powerful feature is critical for maintaining data integrity, ensuring compliance, and providing valuable insights into data trends. Here’s a breakdown of the 5 key aspects to consider:
1. Field History Tracking Basics
– Preserves a record of changes made to fields within an object.
– Allows tracking of up to 20 fields per object.
– Automatically creates a history object related to the original object.
2. Setup and Configuration
– Easily enabled via object settings in the Setup menu.
– Select specific fields to track, based on business needs.
– Define the retention policy for history records.
3. Audit and Compliance
– Serves as an audit trail for regulatory compliance (e.g., GDPR, HIPAA).
– Provides a clear record of who changed what, and when.
– Ensures accountability and transparency in data handling.
4. Reporting and Analysis
– Generate reports based on historical data to analyze trends and patterns.
– Use history records for restoring data in case of unintended changes.
– Leverage data snapshots for strategic decision-making.
5. Best Practices and Limitations
– Prioritize which fields to track to stay within limits and avoid clutter.
– Regularly review and adjust tracking settings to align with evolving business requirements.
– Be aware of the storage implications and plan accordingly to manage extra data storage costs.
Understanding these facets of Field History Tracking can significantly enhance data management strategies within the Salesforce platform.
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Source from salesforceben(dot)com