Field Tracking in Salesforce® has been one of the most extensively used features on Salesforce®. And what gets used the most, ends up getting most scrutinized for its features, abilities, efficiency, and performance. Isn’t that how life works?
The built-in features available on Salesforce originally address some of the issues. However, Algoworks’ experience in working with the Salesforce® developers community has helped us better understand the challenges faced with field tracking on Salesforce®. With all the critical feedback collected over the years, we tried our best to identify what may be termed as ‘gaps’, ‘loopholes’, or simply ‘desired wishlist features’ by the Salesforce® developers’ community.
Algoworks Field Tracker App was listed on AppExchange on January 1, 2021 and its latest update was released on June 6, 2021. It is a 100% Salesforce Native Application built by Algoworks for Salesforce® users who wish to track changes in fields with ease and economize by managing their work more efficiently. The app is already well received by consumers and business owners who are now able to track the history of quote line items and user objects. Algoworks intends to bridge the gap between SMB and what developers intend to build for them with this app.
Field Tracker App Features
1.Track Field Object Changes
As an admin, you can track all of the standard objects as well except for ‘Event’, ‘Activity’, ‘Task‘, and ‘Quote‘. Added to this is the ease of activation and deactivation of field tracking for objects through the configuration page. The app also allows you to track each and every object of the field though the Formula field is not available for tracking yet (due for an upcoming release).
2. Allows Unlimited Data Stacking
Now this one is interesting. This app has an advantage over any other app as you can update the fields with data infinitely. Field history is now available beyond 18 months and infinitely. You can always go back to review and update data – no more panicking over the data that ‘might’ have been lost!
3. Access Variety of Field Types Tracking
Along with ‘long’ and ‘rich text areas’, ‘Multi Picklist Fields’ can be tracked as well with changes made in previous and new value columns by turning on-field tracking for your Salesforce org. Through this feature everything you can track is listed below:
‘Opportunity Field History’ for changes made to the Amount, Probability, Stage, or Close Date Fields.
‘Expected Revenue on Opportunity’ to calculate revenue based on amount and probability fields.
‘Roll-Up Summary’ to know about all the pending opportunities.
‘Auto-number fields’ which help you in creating a unique identity column for identification of records in a table.
‘Last Created By’ and ‘Last Modified By’ for ‘date’ and ‘time’ stamps amongst other list types.
4. Activate and Deactivate Tracking
You can configure tracking in both Salesforce Lightning and Salesforce Classic. You can also easily activate and deactivate field tracking on any object.
5. Check Data Redundancy
You can also target data redundancy and discover any duplicate data stored in a database. You can view all the duplicate data fields using the ‘one-shot view’ offered by the app in the ‘Related objects’ section.
Here is a teaser for you to watch:
Challenges Tackled by the App
Apart from the expansion from 40 to 80 tracking fields with 40 standard and 40 custom objects, the app has facilitated tracking availability for user and campaign objects, that also on a single interface.
The field history data retention period has been extended from the usual 18 months to limitless with the Field Tracker App.
Auditing has extended from basic to advanced auditing.
The UI is based on intuitive design and helps in understanding the app much better. The one-shot view has been established to save your time going to and fro from one page back to the other to check data.
It offers high Operational Efficiency and enhances the profitability of the firm.
What more is needed to simplify your life as a manager? The latest release centers around streamlining experiences for efficient management.
Watch out for the next blog in this series where we talk about its benefits, reviews of the app, and the demo details!
So what are you waiting for? Head to AppExchange to Download the app now!
Algoworks is a technology company providing end-to-end product development services globally. With our product engineering and agile delivery process, we help deliver robust software products in the shortest time to market. Our key IT service offerings include Mobility, Salesforce, DevOps and Enterprise Application Integration. We are recognized partners with 80+ businesses worldwide from startups to Fortune 500 companies such as Amazon, Dell, Salesforce, and Microsoft.