Understanding Record History

In this post, I will be going through how to best understand and use record history to your advantage. Record history isn't just a tool to see when an update was made but can be used to see if an email was sent, it can also be used to track ownership of actions and whether or not changes were made correctly.

Here is a video going through the below  - https://www.youtube.com/watch?v=j7N2_EO6ZQM

At the moment record history will show you who created the record and when it was created. You can also see changes and who made the change, what the change was and a rough time when the change happened as you can see below.

To get a more accurate time of when changes were made you can click the 'i' icon next to the rough time which will show a pop-out of a more accurate date/time of when the change was made

Not all users will know to click this 'i' so you can also use a date field with a UpdatedDate() expression. So when you make an update the date field will be updated as well and you can see this with your update like below.

Another great tool at you disposal that tends to be a standard for all browsers in the find tool. When go through record history trying to find what you are looking for can be difficult. Trying to find when a decision was made over a record that has been around for a few years can be reading through a vast amount of data. With the find tool it can be so much quicker. Just press 'ctrl + F' and type what you care looking for. It will then show tell you how many matches it has found for what you have type and highlight them for you on the page. Also if you press 'Enter' it will cycle through all the matches. This can be great for finding specific record updates but also all the updates one user has made.