Monday, November 12, 2018

Track Field History for Tasks / Activities in Salesforce Lightning

A lot of Salesforce users & admins have asked for a task history tracking option in Salesforce in order to track status & comment changes or to generate global usage/trend report.
It is now possible to do that with the following app & package.



Installing ZaapIT History Tracking (3 steps):

1) Install  Smart-Tables / Smart-Activity-manager from the AppExchange.

2) Install the below ZaapIT history extension package:

Use this URL to install the package into any organization:
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1p000000Niyi

Use this URL to install the package into any Sandbox:
https://test.salesforce.com/packaging/installPackage.apexp?p0=04t1p000000Niyi

3) Add the history grid to the page layout as a tab (use zaapit_tb_task_rl1 page).
https://www.youtube.com/watch?v=-ly2C_aI7PA



Track field history for tasks in Salesforce lightning

Adding the history tracking tab to the page


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