Salesforce Features
Account/Contact Audit History
Efficient Compliance Tracking for Key Customer Information
All Editions
- Audit changes to customer information
- Track and manage updates to account and contact data
- Increase data quality and compliance for customer-facing employees
Account and contact records in Salesforce hold your organization’s key customer information. In this era of emphasis on compliance, the Winter ’08 release empowers administrators with a detailed log of changes to these records. In addition to meeting regulatory requirements, you can improve data quality by tracking and managing the changes users make to customer information.
Training and Documentation
Feature Details
- Audit History for Specific Fields: You can choose up to 20 fields on contacts and accounts to audit (see note below for exceptions). For maximum flexibility, both standard and custom fields may be tracked.
- Viewing Changes: When changes to tracked fields are made, a detailed audit log is available on the modified record. You can see at a glance what changes have been made, when, and by whom.
- Trend Analysis: Audit information is available via account or contact history reports so users and administrators alike can analyze historical changes to account and contact data in Salesforce.
Note: This feature is disabled by default and requires administrator activation in the set up area of Salesforce. Audit history does not count against storage usage limits in the Winter ’08 release but will do so in a future release. Formula, auto-number, and roll-up summary fields may not be audited.
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