Track Record Changes
The Track Record Changes feature allows you to monitor and visualize changes to a Salesforce record, helping you identify what has changed, when it changed, and who made the changes.
Note that while Salesforce History Tracking captures the changes to fields, it doesn't allow you to track all field changes. Track Record Changes track changes to all fields of a particular record.
Record Change Tracking provides a real-time view of field value changes in a Salesforce record. The feature displays field values in a tabular format with timestamps, making it easy to spot changes between refreshes.
- Record change information is not persisted in Salesforce or other places. If you refresh the tab or close the feature or record, then those changes are lost. If you want to save changes, you can export the changes using Datagrid Export feature.
Opening the View
To open the feature, open any of the record details, click on the More Actions menu next to Record Details and select Track Changes
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How It Works
- When you open the feature, it retrieves the current state of the record and displays all fields and their values in a data grid
- Periodically refreshes to check for changes.
- When changes are detected, adds a new column with the updated values
- Highlights changed fields for easy identification
Data Grid Display
The change tracking view presents:
- Field names and their data types in pinned columns
- Timestamped columns showing field values at different points in time
- Visual highlighting of changed values
- Column headers showing version number and modification timestamp
Filtering Options
You can filter the displayed fields using several options:
| Filter | Description |
|---|---|
| Hide Non-changed Fields | Shows only fields that have changed at least once |
| Hide System Fields | Hides standard system fields (like Id, CreatedDate, etc.) |
| Hide Read-only Fields | Hides fields that cannot be modified |
Auto-Refresh
The feature supports automatic refreshing at configurable intervals:
- 2, 5, 10, 15, 30, 60, 120, 300, or 600 seconds
- Automatically detects and displays new changes
- Notifies when no changes are detected since the last refresh