How to Create a Field History Report in Salesforce
Creating a field history report in Salesforce is a crucial task for administrators and users who need to track changes made to specific fields within a Salesforce org. This report provides a detailed log of all modifications, including who made the changes, when they were made, and what the original and new values were. In this article, we will guide you through the steps to create a field history report in Salesforce.
Step 1: Navigate to the Report Builder
To begin creating a field history report, you first need to access the Report Builder. Log in to your Salesforce org and go to the “Reports” section. Click on “New Report” and select “Report Type” as “Custom Report Type.” Choose “Object” as “History” and click “Next.”
Step 2: Select the Object and Fields
In the next screen, you will be prompted to select the object for which you want to create the field history report. Choose the appropriate object from the list and click “Next.” Then, you will be asked to select the fields you want to include in the report. To display the field history, you will need to add the “Field History” field to the report. You can do this by clicking on the “Field History” field and dragging it to the “Selected Fields” section.
Step 3: Configure the Report Filters
After adding the “Field History” field, you can configure the report filters to narrow down the results. You can set up filters based on the field name, object, user, date range, and other criteria. This will help you generate a more specific and relevant field history report.
Step 4: Save and Run the Report
Once you have configured the report filters and selected the desired fields, click “Save” to save your report. You can give your report a name and choose a folder to store it in. After saving, click “Run” to generate the field history report.
Step 5: Review and Export the Report
The report will be generated and displayed in the Salesforce report viewer. You can review the results, which will include a list of all the changes made to the selected fields within the specified date range. If needed, you can export the report to a CSV file or PDF document by clicking the “Export” button.
Conclusion
Creating a field history report in Salesforce is a straightforward process that allows you to track changes made to specific fields within your Salesforce org. By following the steps outlined in this article, you can generate detailed reports that help you monitor and manage your data effectively.
