As we all know, security is the first priority in Salesforce. Salesforce provides different types of security features so customers' data is safe. In this blog, we will learn about some Salesforce functionality so that we can secure and track our Salesforce organization’s data.
Salesforce has a feature which we call Auditing features. It does not provide security to Salesforce organizations directly but it provides data usage information like who created data, who updated data, what was the update in data etc. which is helpful to secure our data.
Here Are Different Ways to Auditing a Salesforce Organization
1) Record Modification Field
Every Time When we create or update a record in Salesforce it automatically fills some standard fields like created by, Record Owner, last modified by, etc. so we can surveillance on our data.
Don't forget to check out: Salesforce Org Security through Profiles And Permission Sets
2) Login History
This is the second way to audit our Salesforce organizations. It tells about the details of all login users whether login is successful or not. It tells Which user login to the Salesforce org, log in via browser or API, login time, source IP, location, Login type, status, Browser, Platform, Application, Client version, Login URL, and API Type. It shows up to 20,000 login records for the last six months. It helps admins to monitor users' activities.
To view login history go to set up in your Salesforce organization and type login history in the quick find box and click login history.
3) Setup Audit Trail
Setup Audit Trail is used to track recent setup changes in organizations. Every time whenever a user or admin changes in setup Setup Audit Trail tracks the record and shows Date, User, Source Namespace Prefix, Action, Section, Delegate User. It shows the last 20 entries of setup changes. If we want to see more than 20 entries, we can download the last six months (Excel .csv file).
To view Setup Audit Trail first go to set up in your Salesforce organization and type view Setup Audit Trail in the quick find box and click view Setup Audit Trail.
Check out an amazing Salesforce video tutorial here: Salesforce Org Usage Limits API
4) Field History Tracking
It helps to track changes in records. If we enable Field History Tracking we can track field changes in the record. it shows the previous value and the new value of the records. To enable field history tracking for standard objects first go to object manager and select the object those fields we want to track. Click fields & Relationships and click Set History Tracking and check Enable Account History true and select fields which we want to track and click save.
Note - We can select only 20 fields per object, with the Field Audit Trail we can track 60 fields per object.
Field History is a system object so we can not see field history from the navigation bar, we can see field history in the related list. To see field history go to page layout and click related list and drag account history in the related list section and click save.