Learn about Salesforce Audit Trail and how Ops leaders are safely managing their changes with Sonar.
- What is Audit Trail?
- Benefits Of Audit Trail
- Audit Trail Best Practices
Learn about Salesforce Audit Trail and how Ops leaders are safely managing their changes with Sonar.
Salesforce Audit Trail is a feature that allows administrators to track user activity within their Salesforce organization. It records a variety of information about user actions, such as login attempts, record modifications, data exports, and changes to user permissions.
The Audit Trail provides a detailed log of all of these activities, including who performed them, what time they occurred, and what specific changes were made. This information is useful for compliance, security, and troubleshooting purposes, as it allows administrators to monitor how their organization is being used and identify any potential issues or violations.
The Audit Trail feature is available in all Salesforce editions and can be accessed from the Setup menu by selecting “View Setup Audit Trail.” However, keep in mind that the amount of information that can be stored in the Audit Trail depends on your Salesforce edition, so it’s important to check your limits and adjust your settings accordingly.
There are several benefits to using Salesforce Audit Trail:
Overall, Salesforce Audit Trail is an important tool for maintaining the integrity and security of your Salesforce system and ensuring compliance with regulatory requirements.
Here are some best practices to follow when using Salesforce Audit Trail:
Following these best practices can help ensure that you’re getting the most out of Salesforce Audit Trail and using it effectively to maintain the security and integrity of your Salesforce system.
Sonar makes managing workflow rules in Salesforce simple. Easily see your workflow rule evaluation criteria, rule criteria, and workflow action all from our intuitive user interface.
Sales Ops and RevOps professionals now have the Salesforce blueprint they need to spot references to workflow rules before they make changes to their Salesforce fields. With Sonar’s change management software, it’s easy to scope the impact of changes to your workflow rules in Salesforce.
Sonar’s change tracking for Salesforce alerts customers of every change to workflow rules so you can proactively catch potential issues before they occur. With daily email alerts and slack notifications, you’ll be alerted when anyone adds, modifies, or deletes workflow rules across your Salesforce org.
Automatically capture and document every change to your workflow rules. Sonar’s dynamic data dictionary showcases all of your Salesforce workflow rules from a single list view. Instantly capture changes to your workflow rules and create Salesforce documentation in minutes – including editable notes, definitions, help text, and descriptions that can be shared across teams.
Here are some frequently asked questions about Salesforce Audit Trail: