EW Field History Tracker
EW Field History Tracker is an advanced tool for tracking changes to records in Salesforce. It captures old and new values with timestamps, supports more field types than Salesforce’s standard tracker, and creates fewer records per update. With easy setup and no limits on tracked fields per object, it provides a more efficient and flexible way to monitor field changes across objects.
EW Field History Tracker Over Standard Salesforce Features
Number of records created per update
EW Field History Tracker:
1 record created per update (regardless of the number of fields updated)
Salesforce Field History Tracker:
1 record created per updated-field or update
Related List component to be added on page layouts
EW Field History Tracker:
It is automatically added to selected page layouts
Salesforce Field History Tracker:
Needs to add manually on each page layout
Is text-area(rich), text-area(long), and multi-select picklist fields supported?
EW Field History Tracker:
Yes
Salesforce Field History Tracker:
No
Objects selection for tracking
EW Field History Tracker:
Can select all the objects for tracking from a single page
Salesforce Field History Tracker:
Need to manually go to each object’s setup to enable field history tracking
Is the description type field supported?
EW Field History Tracker:
Yes
Salesforce Field History Tracker:
No (Only displays if the field is changed)
Is there a limitation on the number of fields being tracked per object?
EW Field History Tracker:
No
Salesforce Field History Tracker:
Yes, 20 fields per object
When is the historical record created?
EW Field History Tracker:
Only if any of the fields selected in the check change is updated
Salesforce Field History Tracker:
Every time any of the fields selected for tracking is updated
Is there a way to analyze which fields/objects still need to be tracked?
EW Field History Tracker:
Yes – Using the dashboard at EW Field History Tracker home page
Salesforce Field History Tracker:
No
The number of records to be analyzed in the table to see the change in the particular field (1 update back)
EW Field History Tracker:
Only 1 record. A single record will display all the changes made in the fields of any particular record.
Salesforce Field History Tracker:
Depends on the number of fields of the record updated in the previous update. If 100 fields are updated, 100 records need to be analyzed for a single record.
Strong features for your business operations
Object Support
The Object Support feature of EW Field History Tracker ensures comprehensive tracking across both standard and custom objects in Salesforce. This flexibility allows users to monitor changes not only for key Salesforce objects like Accounts, Opportunities, and Contacts but also for any custom objects tailored to specific business needs. This feature ensures that no matter how your Salesforce instance evolves, EW Field History Tracker will continue to provide reliable tracking for all relevant data.
Field Flexibility
The Fields Flexibility feature of EW Field History Tracker allows users to selectively choose which fields to monitor for changes, enhancing control over the tracking process. This selective monitoring helps prevent unnecessary record creation by ensuring that only relevant fields are tracked, thereby reducing clutter and improving data management. Additionally, users have the flexibility to modify their field selections at any time, enabling them to adapt tracking parameters as business needs evolve.
Ease of Use
The Ease of Use feature of EW Field History Tracker simplifies field tracking setup by allowing users to configure object tracking, select fields, and manage related list fields from a single page. This automation saves time by automatically inserting the related list into the record page layout, eliminating manual placement. Additionally, an attractive dashboard provides a clear overview of the number of standard and custom fields being tracked for each object, making it easy for users to monitor their tracking efforts.
Reduced Complexity
EW Field History Tracker minimizes the challenges of managing field updates by creating only one record per update, regardless of how many fields have changed. This approach simplifies the task of finding the old and new values of particular fields. Moreover, the tool automatically generates a report type, allowing users to create comprehensive reports on field history with ease. Users can also view the tracking history through standard related lists, standard reports, or customized filtered reports using built-in Lightning Web Components (LWC), providing multiple options for accessing and analyzing data.
Instructive Reports
The Instructive Reports feature of EW Field History Tracker provides a visually appealing dashboard where users can monitor the field tracking activity across both standard and custom objects. It offers insightful reports that help evaluate the tracking data for each object, making it easier to analyze trends, identify important changes, and assess the overall effectiveness of the field tracking setup. This feature enhances data visibility and ensures users can make informed decisions based on real-time tracking data.
User Permission
The User Permission feature enables administrators to manage user rights effectively, allowing them to grant or restrict the ability to delete history records. This ensures that sensitive data is protected while providing flexibility in data management, empowering users with the necessary permissions to maintain the integrity of historical tracking records.
FAQs
What is EW Field History Tracker?
EW Field History Tracker is a Salesforce tool designed to provide enhanced field tracking capabilities. It tracks changes to selected fields across both standard and custom objects, capturing old and new values with a timestamp. It serves as a more flexible and powerful alternative to Salesforce’s native field history tracking feature.
How does EW Field History Tracker differ from Salesforce’s standard field history tracking?
EW Field History Tracker offers greater efficiency by creating only one record per update, regardless of how many fields are changed, unlike Salesforce’s standard tracker, which creates one record per field. It also supports additional field types, such as rich text, long text areas, and multi-select picklists, and allows unlimited field tracking for all objects, while Salesforce’s tool is limited to 20 fields per object.
What fields can be tracked using EW Field History Tracker?
EW Field History Tracker provides flexibility in selecting the fields you want to track. It supports a wide range of fields, including rich text areas, long text areas, multi-select picklists, and description fields, which are not supported by Salesforce’s standard tracking feature.
How does EW Field History Tracker simplify the tracking setup process?
The tool allows users to set up object tracking, choose fields, check change fields, and manage related list fields and page layouts from a single page. This reduces the complexity of setting up tracking for multiple objects and fields. Additionally, it automatically adds the related list to record page layouts, saving time and effort.
Does EW Field History Tracker help with reporting on field changes?
Yes, EW Field History Tracker automatically creates a report type, making it easy for users to generate reports on field history. Users can view changes using standard related lists, standard reports, or customized filtered reports with built-in Lightning Web Components (LWC).
Is there a limit to the number of fields that can be tracked per object?
No, EW Field History Tracker does not have a limit on the number of fields that can be tracked per object, unlike Salesforce’s native field history tracking, which is limited to 20 fields per object.
How does EW Field History Tracker handle record creation?
EW Field History Tracker creates only one record per update, regardless of the number of fields changed. This reduces complexity and helps users quickly identify old and new values without analyzing multiple records.
Can users modify tracked fields after setting up tracking?
Yes, EW Field History Tracker allows users to edit their selection of tracked fields at any time. This flexibility ensures that field tracking can be updated as business needs evolve.
Does EW Field History Tracker provide insights into tracking activities?
Yes, the tool features a dashboard that displays the number of standard and custom fields being tracked for each object. This provides an overview of field tracking activities, helping users stay informed about their field history tracking setup.
Can user permissions be managed in EW Field History Tracker?
Yes, administrators can control user rights to manage and delete history records. This feature ensures that sensitive field history data is protected while allowing authorized users to maintain records as needed.