Solunus 360° Field History Tracking

Solunus 360° Field History Tracking

Solunus 360° Field History Tracking extends the Salesforce ecosystem with a personalized user, role, profile, or at all levels of auditing, WITHOUT LIMITING the number of fields. This tool supports businesses to follow data governance by tracking field history data within Salesforce, thus helping companies to move a step closer to their data compliance needs.

Why Solunus Field History Tracker?

If you are doing business, you have data. It’s said that any company that’s been around for a year or more, likely has a ton of big data ready to help the business make better decisions. To what extent should you keep track of the business data differs from company to company.

Most companies in highly regulated industries, like Healthcare, Consumer Goods, BFSI, have carefully defined and articulated Data Retention Policies like HIPAA, FINRA, PCI, PHI, FDA. These policies are established protocols for retaining information for operational or regulatory compliance needs. Such regulations often require companies to keep track of their data for auditing or keep records for a specific number of years.

Whichever industry you work in, data tracking is crucial. Capturing the wealth of potential data begins with excellence in identifying, capturing, and storing it. Solunus Field History Tracker records the field data and enforces field history retention for every Salesforce record change. Unlike the out-of-the-box Salesforce tracking with a lot of limitations, Solunus Field History Tracker is a more advanced solution. It overcomes the limitations like the number of fields, auditing only selected fields, not tracking Team Objects, and more. It is a more flexible way of auditing without any hassles on the number of fields or retention period.

Solunus 360° Field History Tracking allows you to:

  • Define different audit requirements for different Users / Profiles / Roles for the same object and a combination.
  • Audit any number of fields, no limitations on that.
  • Support any Object in the Org, whether Standard or Custom.
  • Can generate the snapshot of the record for any point in the past and for all auditable fields.
  • Has the ability to capture mutually exclusive audit definitions for any User / Profile / Role / Object etc.
  • Audit different types of fields - Formula, Rollup, Cross-object, Parent, Child.
  • Search any record’s history in seconds, intuitive and user friendly reporting capability.
  • To generate the TREND History for all Currency fields (say Account Revenue, Contract Amount, Portfolio NAV etc).

Audit what’s needed, and not everything

In the general field audit solutions, you don’t have the leverage to define the exceptions of which fields/users to audit. Our solution offers the ability to define mutually exclusive field definitions either User to User, User to Role, User to Profile, Role to Profile, or All Object definitions Vs. any other definition. There’s absolutely no need for overlapping.

User-friendly and Intuitive Reporting Interface

The longer you stay in the business, the more the field history data. As per Salesforce limitations, none of the custom list views works when the number of records exceeds 10K. Our solution offers an intuitive and user-friendly interface to browse through the field history. Even for the fields that have millions of records, our solution allows you to track them within seconds.

Inbuilt data archiving

Unlike other similar solutions, our field tracker provides an inbuilt data archiving solution that can be applied automatically to archive the field data or delete it. You can also define the retention period for the archived data for every field. Archived data can be retrieved for compliance requirements whenever required.

Generate the snapshot of a record from the past

Solunus Field History Tracker helps to generate the snapshot of the record as of “date in the past” for all the audited fields. This tremendously helps the end-users to know and see the values of different fields at a point in time in the past.

Benefit developers with the Development tool

This feature greatly benefits the developers. This provides good insight into the field history (unlimited number of fields) and managed package workings, thus reducing the troubleshooting time. By looking at multiple updates in the same unit of work, the developer can work on reducing the number of simultaneous DML operations / reduce CPU Time, thus helping to optimizing the custom business logic.

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