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.......
