The application will keep records of user logins and changes made to the records including adding and deleting records, and what information was changed.
Permissions are needed for the Setup and viewing Audit logs.
Auditing allows you to see the history of a record, what has changed, who has changed it, and it also keeps records of user activity such as logins. Changes the application makes to records are logged as well. Audit logs for an object can be added to the page layout of the object so that a user can view the changes made to the record, such as comments added to customer records, when an invoice was marked as paid, etc.
Administrator users for a location or locations will be able to see all audit log records for records that are part of their location. Non-administrative users can be given View permissions to see audit logs for their location(s).
This sets or changes when audit logs are moved to the archive.
Go to the Setup > Company Setup > Security.
Select the number of months.
Click Save to save the changes, or Cancel to exit without saving.
All of the current and archived audit logs can be seen from the Setup. Permissions for the Setup section of the application will be needed.
Click on either Audit Logs or Archive Audit Logs.
Use the drop down list to filter for a specific object.
Click on the column headers if you want to sort the records.
If you are viewing the records for an object, and some of the records that you want to see have been archived, you can click the Load Archive button to add the archived records to your list.
You can attach an Audit tab to the page layout of an object, and users with View permission can see the logs for that object. For example, when a user is viewing customer records, they would be able to see who was last working with those customers and what changes they made.
Go to the Setup > Applications > Quick Apps > Custom Objects.
Click on the name of the object you want to work with.
Click on the Page Layout tab.
Click on the Add Related tab and select Audit.
Select the Show in Summary Page option if you want the Audit information to appear in the object Summary view.
Click the Add Column button to select what columns you want to appear on the Audit tab for the object.
Action: Describes what was done, was it an update, change, new record added, etc.
Audit Date: When the information was changed.
Location: What location in the application does the record belong to.
Modified By: What user made the changes.
Object Name: The name of the object.
Record Name: The information in the record itself that was changed.
If you want to sort the information in the Audit tab, for example by the date of the Audit entry, click on and drag and drop up to three column headers into the Sort By area.
Click the Save button to save the changes, or Cancel to return to the Page Layout list.
Custom Objects - Page Layout
Page Layout Overview
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