History Tracker Overview

In History Tracker, you can view the change history for all supported objects and fields that have tracking enabled. When a tracked field is updated, a card displays in History Tracker with the following information about the change:

  • Name of the updated field
  • Name of the user who updated the field
  • Time and date of the update
  • Old and new field values

By default, History Tracker displays records of the following objects:

  • Account
  • Objective
  • Opportunity
  • Playbook
  • Playbook Task
  • Success Plan

Viewing Change History

In History Tracker's toolbar, you can click:

  • Refresh to refresh the tracker to display any external changes

  • Filter Activties to open and close the Filters panel where you can filter the displayed activities

  • Full Screen View or Collapse Full Screen View to view the tracker in full screen or collapse it when it is viewed in full screen

History Tracker can display the following sections, depending on the date range selected in the Filters panel:

The Last Seven Days section displays in History Tracker when Last Seven Days is selected as the date range in the Filters panel. In this section, you can view any changes that took place in the last seven days.

History Tracker groups any changes that took place in the last 12 months and displays them in their individual monthly sections when the following date ranges are selected in the Filters panel:

  • Current Month
  • Last Month
  • Last Six Months
  • All Time

Each section heading in the tracker displays the count of changes in that section. By default, History Tracker expands the first section that contains change history. Each history card in these sections contains the following information:

  • Object type
  • Name of the user who made the change
  • Time and date of the change
  • Record name hyperlink
  • Name of the changed field
  • Old and new field values

In these sections, you can click:

  • A change history's record name hyperlink to open the related record page

  • Expand or Collapseto show or hide the content of each section

  • View More to show 10 additional change history cards at a time when available
  • Show Details or Hide Details to show or hide the panel with the old and new field values

You can also use the search box in the toolbar to search for specific change history. The sections that contain the search term you enter expand automatically.

Tip:

You can also view the change history related to additional objects with history tracking, in addition to the change history of the default objects. To do this, select the objects you want in the Objects with History Tracking field in the Filters panel. If you want to select additional objects, your administrator must first enable them in the tracker. For more information, contact your administrator.

Filtering Change History

Filters enable you to focus the changes displayed in the tracker so that only the changes you want to view are displayed. To filter changes in the tracker, click Open filters panel. For more information about:

Tip:

You can select a filter set from the Saved Filters field to quickly apply a set of filters.

Notes:

  • If you click Refresh, the filters remain applied. The last applied filters in the tracker display in all locations where the tracker is available when you click Refresh.

  • Your last selected filter criteria display when you access the tracker on the same computer, using the same browser.

  • When using the tracker on:

    • A workspace or app page, you must select and apply at least one account in the Filters panel to view any results. The tracker displays change history for the accounts selected in the Account field in the Filters panel, which is always displayed.
    • An account page, the Account field is not available because the tracker only displays results related to the account you are viewing. The Account field is hidden when History Tracker is displayed on the record pages of the supported objects.
    • A record page, the tracker displays change history for the page's associated account. The Account field is hidden when the object is listed in the Objects with History Tracking field in the Filters panel.

  • Saved filters are hidden when the tracker is displayed on record pages.

Filter Sets

Filter sets enable you to save collections of applied filters, so that you can quickly apply them to the tracker. You can create and edit your own filter sets, as well as apply any that you have sharing access to. For more information about creating filter sets from the tracker, see Creating Filter Sets.

You can click Settings to manage your own filter sets and any filter sets you have sharing access to. This enables you to edit, delete, and set and remove filter sets as the default one applied. For more information about managing filter sets from the tracker, see Managing Filter Sets.