Keeping Updated On Your Database in Salesforce
One of the things that I’ve discovered administering CRMs is that it’s useful to keep an eye on what is changing on a day to day basis. This can help you identify data quality issues as they develop. If your volume is very high you might want to think twice about this idea, but here’s the concept.
This is fairly easy to do in Salesforce using field history tracking.
For each object you want to monitor, go to its Field page and click “Set History Tracking”. Choose the fields that are important for you to see changes within. Some field types you can see the actual values being changed, while other field types you’ll simply be able to see that something changed.
Then create a report based on the History table for the Object. For instance, for Leads this would be the “Lead History” report. I find it helpful to summarize by the record ID so that multiple edits to the same record are grouped together. Then set the time frame to be yesterday for the edit date. Schedule the report to email to yourself each morning and then you are set.
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