Enhanced Audit Tracking Run smart audit tracking
Enhanced Audit Tracking
Solution Overview
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Customer problem
- Salesforce out of box audit tracking capabilities have a limit of 20 fields per object
- Field history data is retained for up to 18 months through the org, and up to 24 months via the API only
- Changes to fields with more than 255 characters are tracked as edited, and their old and new values aren’t recorded
- Changes to time fields aren’t tracked in the field history related list
- Field audit tracking is disabled for such fields as long text, text area etc.
Since OOTB Salesforce audit tracking capabilities have restrictions, Admins can't check historical changes and identify who did them, analyze data, make proper reporting, forecast future events, etc.
EPAM Solution
With Enhanced Audit Tracking one no longer needs to worry about data history gaps. EPAM has developed a dedicated AppExchange package to keep track of changes for complex data types including Text area, Multi-select picklist fields, Created By and Last Modified By, Expected Revenue field on opportunities that are not part of standard Salesforce audit tracking rules. The solution:
- Helps to choose the time frame for storing the data, identifies when the history data can be deleted
- Allows building reports based on the available details
- Enables configuration of the fields which need to be tracked
- Makes audit tracking available both for standard and custom objects
- Provides the possibility to easily enable tracking using the mapping builder
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Key Differentiators
Codeless
Requires basic skills of Salesforce administration to configure audit tracking and no knowledge of coding
No restrictions
Ability to get around Salesforce OOTB restrictions for data storage period and save data for more than 24 months
Notifications for Highly Sensitive Information
Ability to get notifications if the highly sensitive information is updated.
Benefits
Simple configuration
Enable audit tracking in a few clicks without coding
Unlimited fields per object
Keep the record of unlimited number of fields per object incl. view history
Boundless storage
Store data for 24+ months or configure to your company policies
Unparalleled performance
Ensure great customer experience with LWC-built solution
Improved operational control
Get transparency of the team performance
Reporting
Build reports both for standard and custom objects
Features
- Audit Tracking Object – an object under tracks, incl. archival time
- Audit Tracking Fields – the list of fields within the object with their tracking status (active or not)
- Mapping Builder – configuration of fields for audit tracking
- Easy to enable and configure
- Ability to track an unlimited number of fields per object
- Capture changes for complex datatypes including Text area, Multi-select picklist fields
- If a specific field holds highly sensitive data, then we can opt for the immediate report through Salesforce notifications
Use Cases
Banking & Finance
Problem Statement:
No visibility on the content of changes with financial records
Solution Proposed:
Configure rules to track changes in the financial records with the ability to detect where the mistake is done, etc.
Achieved results:
Transparency and visibility of changes in the ledger, resulting in fraud prevention
Energy and Utilities, Retail
Problem Statement:
Constantly changing, unstable price, resulting in multiple edits during the selling process. Numerous invoices may result in confusion during taxation
Solution Proposed:
With audit tracking, one can easily grasp the latest changes, see what impacted the previous change and make informed decisions
Achieved results:
Efficient decisions based on evidence
Questions & Answers
Hello, our organization is using the Enhanced Audit Field Tracker. It works fine for Admin users to create Audit Field History records when they change a field, but other users do not appear to be able to create fields when editing. Please assist.
Posted on August 5, 2024 by Carlos F
When we install EAT or for that matter any AppExchange application in our org, we either select “Install for Admins Only” or “Install for All Users”. I believe, this user must have installed using the 1st option i.e., “Install for Admins Only”.
Could you please ask the user to reinstall the EAT app selecting the latter option “Install for All Users” and this should do the trick.
I have installed your solution, “Enhanced Audit Tracking”, into my client's org for my implementation. However, the setup instructions are not easy to follow, and the solution is not working. Is there anyone that can help me?
Posted on March 8, 2022 by Julia
We assume that the trigger logic over the respective sObject has not been enabled.
Posted on March 9, 2022 by SolutionsHub Support
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type
license type
categories
Integrates with
Salesforce
Tech Requirements
- Available on Salesforce platform only
- Salesforce Editions: Professional, Enterprise, Unlimited, Developer
Version
Updated on Feb 24, 2022
Documentation
Links
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