Introduction

Salesforce offers a History Tracking feature that allows Salesforce users to track specific fields and changes made to those fields. If the history tracking feature is enabled, any update made to the field is tracked through the History Related List. Field History Tracking saves field history data, providing you with a logged list of this vital information.

So, when users need to find out what changed in the record, who made changes etc., they can go back and find out what changed in the Related object.

HyperGrid XRL history tracking allows for a 2-level lookup of history tracking. Discover updates more quickly by using the date range, the field changed, and the values, and directly accessing changes made to any item in a child from the parent record.

It also allows you to review when a field was updated, as well as its before and after values, and understand what to do if any future errors occur. 

This tutorial will demonstrate: 

• How to set up a History Related List in XRL.
• How the History Related Lists show the updates in the child records on the parent record page.

As an example, you will learn how to configure CasesHistory Related Lists with HyperGrid on a "Test Account" record page and how the History Related Lists table is updated whenever you change any field in any record.

How to set up History Related List in XRL

Procedure

Step 1: To get started with HyperGrid, the first step is to log in to your Salesforce account. At the top of the page, you will find the search box and links to get to the required record detail page. 

Step 2: On the homepage, you can search for the required account name in the global search box on top. Alternatively, you can open an object list and select the appropriate record from the records table. 

Step 3: On the top right-hand side menu bar of the Test Performance page, click on the gear icon, and select Edit Page to edit the page in the Lightning App Builder.

Step 5: Drag and drop the HG-Extended Related List component to the Related tab in the Account Record page layout.

Step 6: In the property editor, configure the properties as shown below:

• Related List: In this drop-down, scroll down to select the “Cases: History (Account Id)” Related List. Sometimes if the History Tracking feature is not enabled, it will not appear in the drop-down list. To enable it, go to the homepage, and click Setup. Then, select Fields and Relationships and set history tracking for required fields.

Step 7: Click on the back button to go back to the Test Performance page. On the Test Performance page, you would be able to see a CasesHistory Related List.  

Updates in History Related List

Now, let's take a look at how History Related List gets updated in real-time and a user can view the recorded changes at ease.

Step 1: On the Cases XRL view, select any particular record and double click on any editable field in the record. Change the value of the field/fields and click on save action as shown below.

Step 2: You can see that this particular record's CasesHistory table has been updated to reflect the most recent change.

Filters in History Related List

If you need to find out a specific change in the object, such as “who” changed “what” and “when”, it can be an uphill task in regular History Related List as you need to manually go through each and every modification and find out meaningful changes among thousands of records.

However, HyperGrid's XRL History Related List allows you not only the ability to access the history of child objects on Parent record page, it empowers you with its next-gen real time filter and search to make your work easy and efficient. Using the real-time filter, you can quickly find out which user was responsible for any modification, what were those modifications and when exactly these changes were done by the user in few clicks. See how this can be done in few steps.

Results

In conclusion, HyperGrid XRL History Tracking is a powerful solution that simplifies the process of accessing and analyzing changes in Salesforce records. By enabling History Related Lists in XRL, you can view and understand field updates efficiently. This tool provides real-time updates, making it easy to identify specific changes, users responsible, and when these modifications occurred. Furthermore, you can leverage XRL to transcend through multi level of configuring and viewing child history. Ultimately, it streamlines the tracking and auditing process, eliminating the need for extensive navigation and manual investigations, and enhances productivity for Salesforce users.