Tracking Field History

Your system can track Field changes on up to 20 Fields on each Object or Record Type in improveit 360. You can modify which Fields are tracked on each Object (up to 20 fields) and those Tracking changes will be displayed in the History section of the page.

Keep in mind, this setting is not effective retro-actively. It will begin tracking changes to the Field at the time it is enabled. Prior to being enabled, there is no way to determine when those Fields were changed. 

To Enable History Tracking for a field, navigate to Setup > Object Manager > select the Object you'd like to enable it on

In the Details section, make sure the checkbox for "Track Field History" is checked

Select "Fields & Relationships" then select "Set History Tracking"

Select up to 20 fields that you would like to track then click "Save"

Navigate to Page Layouts and select the appropriate Page Layout to add history tracking to.

Note: If your org uses multiple page layouts, be sure to check the Page Layout Assignment to ensure your changes are appropriate for the Profile that is assigned to the Page Layout

From the Related Lists section, click and drag the option for the Object Name History onto the Page Layout in the Related Lists section.

In this example, we are looking for "Sales Appointment History"

After adding History Tracking to your Page, any time a change is made to a field that is tracked with Field History, you will see the updates added to the History section of the page.