AdvologixPM

Introduction to the History Object

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The History related list of a record's detail page tracks the changes to the record.  Any time a user modifies any of the standard or custom fields whose history is set to be tracked on the object, a new entry is added to the History related list.  All entries include the date, time, nature of the change, and whom made the change.   Modifications to the related lists on the record are not tracked in the history. 

You can select certain standard and custom fields to track on the History related list of most standard and custom objects.  Modifying any of these standard or custom fields adds a new entry to the History related list.  History data does not count against your organization’s storage limit.  Please note, not all fields types are available for history tracking.

For more information on tracking field history Implementation tips (regarding Administration, Customization, and Management) see Force.com's: History Tracking Implementation Tips

History Related List

Above is an example of a Matter History related List.  See how the changes are shown, with the date and time, the action performed and the name of the individual whom made the changes.

Modify Field History on Standard Objects

Standard Objects

Go to Setup | App Setup | Customize | Select the object (accounts, contacts, etc.) | Fields

Click Set History Tracking.

  1. Ensure the checkbox Enable History tracking is checked.
    • Deselect the checkbox if you do not want to track any changes. 
    • If you deselect the checkbox, the History related list is automatically removed from associated page layouts. 
  2. Select a combination of up to 20 standard and custom fields per object.
  3. Click Save.

Modify Field History on Custom Objects

Custom Objects

Go to Setup | App Setup | Create | Objects

Click Edit next to the name of the custom object.

  1. Select the Track Field History checkbox. Deselect the checkbox if you do not want to track any changes. If you deselect the checkbox, the History related list is automatically removed from the custom object's page layouts.  
  2. Click Save.

Select the name of the custom object.

Click Set History Tracking in the Custom Fields & Relationships section.

  1. Select a combination of up to 20 standard and custom fields per object.
  2. Click Save.
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