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Which changes are tracked in the setup audit trail?
The Setup Audit Trail feature in Salesforce enables you to closely track changes made to your organization. It records all modifications concerning the administration, customization, security, sharing, data management, development, and more of your Salesforce organization.
What does the audit trail report tracks?
An audit trail (also called audit log) is a security-relevant chronological record, set of records, and/or destination and source of records that provide documentary evidence of the sequence of activities that have affected at any time a specific operation, procedure, event, or device.
Why is audit trail necessary in an audit?
An audit trail is important because it’s used to verify and validate financial, software, and business transactions by tracking selected user activities or accounting financial statement amounts back to the transaction, event source, and data access used to create or modify a record.
Which of the following is the correct example for audit trail?
When a transaction is executed (e.g. a business purchase), each documented step taken makes up the audit trail. Depending on the transaction, the audit trail can be highly complex or very simple. For instance, the audit trail for the purchase of a carton of milk would consist only of the receipt for the transaction.
How do you ensure there is an audit trail?
An audit trail consisting of careful record keeping will provide the necessary documentation. Some lenders or investors may require an audited financial statement. Maintaining clear records of all transactions speeds the process and may reduce the cost of the audit.
How to audit changes through an audit trail?
There are two steps to this section: turning on Change Data Capture for the objects that you want to audit, and creating a Trigger to capture all of the field changes. To turn on Change Data Capture, go to Setup > Integrations > Change Data Capture. Move the objects you want to audit from Available Entities to Selected Entities.
How does the audit trail work in propel?
Propel has a complete audit trail for Quality Records, Training Plans, Changes, and Items. This is great for customers who want to track the history of changes beyond the Salesforce Track Field History feature and retain the data indefinitely. This is enabled by default, populates the object’s History tab, and is stored indefinitely.
How can I track field changes in propel?
Go to Setup > Object Manager and select the object for which you want to enable tracking. Select Details and click Edit. Under the Optional Features section, select Track Field History and click Save. Select Fields & Relationships and click Set History Tracking. Select up to 20 fields to track and click Save.
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