{"id":46893,"date":"2023-09-18T07:18:07","date_gmt":"2023-09-18T07:18:07","guid":{"rendered":"https:\/\/www.123formbuilder.com\/docs\/?p=46893"},"modified":"2023-09-18T07:29:25","modified_gmt":"2023-09-18T07:29:25","slug":"tracking-activity-salesforce","status":"publish","type":"post","link":"https:\/\/www.123formbuilder.com\/docs\/tracking-activity-salesforce\/","title":{"rendered":"[AppExchange \u2013 123FormBuilder] Tracking activity for Salesforce"},"content":{"rendered":"\n

Tracking the activity for Salesforce has never been easier. Now you can go to My Forms -> click on your username and select Recent activity<\/strong>.<\/p>\n\n\n\n

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\"Recent<\/a><\/figure>\n<\/div>\n\n\n

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Once you’ve opened up Recent activity, you have access to multiple information related to the activity of your account and forms. <\/p>\n\n\n\n

To start with, you can filter the activity based on diferent criteria: <\/p>\n\n\n\n

-select a start and end date of the activity<\/p>\n\n\n\n

-what is the activity type you are interested in<\/p>\n\n\n\n

-what is the user you are interested in (especially if you have multiple users)<\/p>\n\n\n\n

-a specific IP address<\/p>\n\n\n\n

-what form you are interested in.<\/p>\n\n\n\n

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\"Filter<\/a><\/figure>\n<\/div>\n\n\n

By default, below the Filter activity, we are displaying all the information related to the activity of both your account and forms. <\/p>\n\n\n\n

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Specifically for Salesforce<\/strong>, we have introduced new types of activities so you could easily track the actions, the users who took those actions and the forms involved. <\/p>\n\n\n\n

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Tracking activity for Mappings<\/h2>\n\n\n\n

Whenever an object mapping is created\/enabled\/modified\/disabled, we are displaying the info under Recent activity.<\/p>\n\n\n\n

Let’s take an example. We’ve redacted the user name, but right where we’ve written User name<\/em>, it will appear the user that performed that action. <\/p>\n\n\n\n

For mappings, we can determine multiple actions: create mapping, enable mapping, modified mapping, deleted mapping and also disabled mapping. Each action is linked to a form name and the date when the action was performed. <\/p>\n\n\n\n

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Tracking activity for Lookup relationships<\/h2>\n\n\n\n

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Following the same pattern that we’ve described above, we log in the activity for lookup relationships as well. <\/p>\n\n\n\n

We are displaying the user that took the action, the specific action (create\/modified\/enable\/disable\/deleted), the lookup relationship name, the form on which the action was performed and the date. <\/p>\n\n\n\n

Note:<\/strong> when creating a lookup relationship, it doesn’t have a name from the start – this is why when creating a lookup, it has the default value name of N\/A. When naming your lookup, the action is logged as modified the lookup [introduce lookup name]<\/em>. <\/p>\n\n\n\n

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What’s next<\/h2>\n\n\n\n

We are preparing to log in the actions related to Prefill settings and duplicate mappings. <\/p>\n\n\n\n

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