SETUP AUDIT TRAIL IN SALESFORCE


Enterprise clients looking for a comprehensive Salesforce Release Management solution need to ensure that it contains the ability to effectively audit their solutions. As Salesforce is a powerful enterprise application, capturing changes made and ensuring the use of secure internal processes is a key factor in reducing risk and complying with a number of government regulations.

Audit Trail is a no-code feature of Salesforce that should be considered when setting up your solution. This feature enables you to track all changes made over a period of time and provides several security benefits. The Audit Trail feature is offered by Salesforce to precisely meet the needs of enterprise clients who need to track changes, address compliance issues, and protect critical data.

Audit Trail allows administrators to quickly review user activity throughout an organization and identify any potential risk. It captures the immediately preceding values of any changes made and stores these events on a secure server. This is especially useful for data compliance as it keeps all changes made accountable for future review and enables the users to quickly identify any suspicious activity or unauthorized changes.

Audit Trail is also useful for backups and restores that are triggered by higher-level administrators in the organization. By using the audit trail feature, these administrators can easily check the full list of the changes and verify that the restoration process is exactly as they have planned. Salesforce Security Solution providers commonly include Audit Trail within their solutions which further bolsters the ability of organizations to carry out secure backups and restores.

Aside from security-related purposes, Audit Trail is also useful when Salesforce administrators want to review the activities taking place in their organization. Salesforce Audit Trail captures various events (create, edit, delete, restore, login records), and administrators can review this data in real-time or create reports on.

Ultimately, the implementation of Audit Trail in Salesforce is a critical piece of a Secure Release Management solution for any organization. It captures activities and changes, and provides solid evidence for administrators to review and act upon. It also reduces the temptation of tampering with critical data as well as unauthorized access and abuse of user accounts in the wake of a release. For this reason, its importance to enterprise clients cannot be overstated.

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“Flosum is the best native release management tool that you will fall in love with. I have gained confidence in my role and has given me the ability to view release management from a whole different perspective.”

Faizan Ali

Faizan Ali
Salesforce Consultant at Turnitin