This means you have an accurate record of a customer’s field history data over time. Enabling Field History Tracking for custom objects is useful if you have multiple people interfacing with the customer data in Salesforce.īy enabling this helpful tool, you can see who edited what fields and when. With Field History Tracking enabled, you will find it much easier to understand the timeline of a standard object, see previous data, and troubleshoot some simple errors when a record has been updated.
It’s not recommended to modify fields on the Transaction record however, we recommend tracking the following fields for audit purposes.
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All charge fields, including the Charge Amount, Total, and Manual Charge checkbox.All credit card fields, including credit card number and expiration date.All billing fields, including Address and email address.Select Chargent Order or Transactions depending on which one you’re doing first.Ĭhargent recommends several key fields to track on the Chargent Order that can help troubleshoot problems with recurring billing.Under Objects and Fields, choose the Object Manager.
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This provides better visibility and awareness into automated processes that may update Salesforce’s record values. Field History Tracking then can help you review when a field was updated and its before and after values as well as understand what to fix if there are any future errors.Īnd with an increasing number of automation tools such as Process Builder, Field History Tracking can help troubleshoot configuration changes. When updating new data to fields, occasionally, that could impact your billing and cause transactions to fail. For Chargent, fields like the Charge Amount, an expiration date on a credit card, or a Token can be beneficial to see before and after values and when they changed. Salesforce Field History Tracking can also help you understand when a non-human “user” is making updates to fields, such as when a process builder makes a change to a field value, or an integration user updates a record from an external web site form.Ĭhargent recommends that you enable history tracking on key fields for both the Chargent Order and Transaction records. Changes to tracked fields are displayed in the Objects History Related list, and the data is retained for 18 months. This feature helps you with a useful audit trail for reviewing or troubleshooting past changes. By enabling Field History Tracking, you will see who made the change, the date it was updated, and the previous value of the field. Salesforce allows you to track up to 20 fields per object (both standard or custom objects). With Field History Tracking, the field history data is retained, giving you a logged list of this important data. In Salesforce, it often happens that when field values get changed, you’re left wondering what the previous value was, when someone updated it, or who specifically changed it. Why would Field History Tracking be useful for your business?
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