The Audit Logs in the Application Settings (and through Audit History in any Records) tracks several types of events in the system and features a robust search feature for narrowing down results for better insight into events that have been tracked. Using the Search Criteria fields helps to locate events such as what changes were made, when they occurred, and which user made them or if the changes were made by the system.
The results can then be exported to Excel or Saved to My Reports.
The Audit Search Criteria fields include:
Audit Entry Type: Record Data changes (tracks changes to data in any record’s field), System Configuration changes (tracks changes to the setup of the application, such as layouts, field behaviors, and other application settings), or All changes types of events.
From/To Date. TIP: To reduce system load, try to use a narrow date search rather than leave the fields blank, which pulls records for all time.
User Edited: type the full or partial name of the user into the field. System Config edits will display as having been performed by user “System”.
Parent Object Type: includes all Standard Objects, as well as any Custom Objects.
Parent Object ID: which starts as object ID 1, but note that the up and down incrementation control allows a value of zero as well.
Parent Contract Version: includes contract version zero, incrementing upward to any number. Contract versions will only be displayed when the Parent Object Type is a Contract.
User ID (found under Application Settings | Users)
Associated Object Type: like Parent Object type, include all Standard Objects, as well as any Custom Objects. This tracks edits to Custom Objects that are added to the layout of a parent object.
Associated Object ID: which starts as object ID 1, but note that the up and down incrementation control allows a value of zero as well.
Operation:
Deleted
Updated
Created
Archived
Restored
Associated
Disassociated
Field Name (enter the name of any field)
Beneath the Search Criteria fields section is the results display grid. Like all grids in the application it is adjustable, including the ability to filter on each column, add and remove columns, move columns, and group by column.
Audit results may be output to Excel from the Audit Logs screen, or a user may Save as Report. Saving as a report will add the audit reports to that user’s My Reports screen, which may then be shared with any other user. When saved to Reports, an additional control will be displayed labeled Show Filter(s). Selecting this button will add a header row to the screen that shows the Search Tools criteria used to achieve this audit report.