HISTORY TRACKING IN SALESFORCE
Salesforce is a powerful, versatile platform that can be optimized for a number of uses. For businesses that depend on it, having detailed history tracking is essential for successful and reliable operations. Knowing exactly what has changed, when, and why can be crucial for management, so having this information available in one location is extremely beneficial. Fortunately, history tracking is an option that can be implemented in Salesforce to maximize the investment in the platform. Salesforce Enterprise customers may have different objectives in terms of history tracking. Whether it’s for compliance purposes, data versioning, auditing, or any other use, it’s important to ensure that the organization and its team have the right tools in place to meet its needs. Tracking the changes that occur within the Salesforce platform can be done in either of two ways. One is manual tracking through custom development performed by an experienced programmer. Custom development, in this case, would require the programmer to write scripts in either Apex or Visualforce, then deploy them to the org. With the scripts in place, the programming language can be used to configure history tracking events within the organization and keep logs of changes to Salesforce data. The other method is to use a third party application that specializes in history tracking. These third-party products can be installed and configured within Salesforce. What’s more, they often have additional features that allow for the retrieval of historical data and tracking of changes on a much deeper level. Either way, history tracking is an invaluable tool for data stewards. Depending on the organization’s needs, this feature can be used to keep better track of changes that impact Salesforce-enabled applications. For those organizations that prefer or need an automated history tracking solution, third-party tools can provide the best route to success. For organizations that opt to forego the third-party option, however, the manual approach may be the only option. If that is the case, it is highly recommended that the programming be carried out by an experienced programmer familiar and comfortable with the Salesforce platform. After all, manual programming of history tracking can be a time-consuming process, and failure can be more costly when the platform isn’t used to its fullest potential. For any organization looking for a comprehensive solution to maximize their Salesforce investment, history tracking should be on the top of the list. Whether manually configured or deployed through a third-party application, having this data in one place provides the visibility necessary to evaluate changes and gain insight into how they impact operations. When it comes to Salesforce release management, data backup, and security solutions, history tracking is an essential feature. Not only does it provide compliance and versioning benefits, but it also allows team members to gain insights from past changes. With the right history tracking solution, businesses can maximize the power of Salesforce and reach their desired outcomes.
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