Tuesday, October 6, 2015

View Setup Audit Trail in Salesforce

View Setup Audit Trail

Salesforce.com keeps an Audit Trail of configuration changes made in the Setup section. This Audit Trail is available for administrators to track recent setup changes. This becomes especially helpful if there are multiple administrators for your organization. Let's start with an example where Appiuss has many system administrators and they want to track who changed the configuration. Only the system administrator or a user with View Setup and configuration permission can use this feature. You can see the last 20 entries under Setup Audit Trail and are able to download data of the last six months for your organization.
To access the Audit Trail, follow these steps:

1.   Navigate to Setup | Administer | Security Controls | View Setup Audit Trail



2. The preceding screenshot shows the last 20 most recent configuration changes for your organization.

The description of the various fields is as follows:

Field
Description

Date
The Audit Trail shows the date/time for every change.

User
This field shows the information about the user who made the change, in this case, the username.

Action
This field shows the action taken by the user. Examples include changing the workflow rule name and object name, field creation, and password change.

Section
This shows which section was impacted by the change, for example, customize accounts, workflow, manage users, reports, groups, and so on.

Delegate User
This shows the name of the delegated user who made the changes. This will have value only if changes made by the delegated user are on behalf of another user.

Audit Trail key concepts
You can check Audit Trail for the mentioned section/type of changes:
Administration: This will track various administration changes such as changes in the company information, multiple currencies, users, e-mail address changes, profile changes, roles, record types, creating e-mail footers, and domain name changes.

Customization: These changes are related to the interface changes, forecasts, contracts, 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 on.

Data management: These changes are related to the mass deletion of records, data export requests, the mass transfer of records and import wizard usage, and changes in analytic snapshots.

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 site setup.

Various setups: These include various setup changes such as the creation of an API, usage metering notifications, territories usage, workflow and approvals settings, and AppExchange package installation/uninstallation, and creation and deletion of workflow actions are also tracked.

Using the application: These changes are related to the changes in the account team and opportunity team selling settings, Google App services, and the enabling and disabling of partner and customer portal users.


The View Setup Audit Trail page only shows the 20 most recent entries in the list. To download the full audit history for the last 180 days, click on the download link. 



Thanks for reading....... 

4 comments:

Post a Comment

 
| ,