Dev401-015:Implementing Business Processes:Auditing Processes
Module Objectives
1.list some of the feature of the Force.com platform that allow for auditing of processes.
2.Examine the setup audit trail to identify configuration changes.
3.Set up field history tracking to monitor changes to field data.
4.Analyze options for preventing or recording changes to data in your Force.com application.
Module Agenda
1.Auditing Configuration Changes
2.Auditing Data
3.Keeping Track of Unauthorized Changes
Setup Audit Trail
1.The Setup Audit Trail shows changes made to an organization's setup.
2.Up to 20 changes are displayed within the application, but developers can export to a .csv fiel to see additional changes.
3.Changes are tracked for 180 days.
Universal Containers Scenario
1.Universal Containers recruiting department has strict guidelines that need to be followed regarding the treatment of hiring data.
2.If any change is made to a review, it should be tracked.
3.Any change to the Job Description or Responsibilities fields on positions must be tracked.
4.Changes to the owner of positions and candidates must be tracked.
Field History Tracking
1.Field History Tracking allows developers to choose up to 20 fields per objects for which they would like to track changes.
2.For most field types, the old and new values are tracked, as well as the date and time of the change and the user who made the change.
3.For long text area fields and multi-select picklists are tracked as edited; however, the old and new values are not noted.
Logging Comparison
1.Debug logs:
-Tracks:Error and system processes performed by end users or code.
-Examples: Execution of Apex trigger or workflow rule.
2.Field History:
-Data Values for fields
-Example:Updates to status or pay Grade field
3.Setup Audit Trail
-Configuration changes by administrators and developers
-Example:Change to a workflow rule, field data type.
Which Tool to Use?
1.A developer at Universal Containers needs to make sure that the format of a contract number for contractors in temporary positions always follows the same format.
2.The contract number should not even be entered in the system if it doesn't follow the proper format.
3.Which tool should the developer user?
Validation Rules.
Which Tool to Use?
1.Sometimes contractors in temporary position will stay in that position throughout the duration of multiple contracts. Universal Containers would like to track any changes to the contract number field.
2.Which tool should the developer use?
Field Track History
Which Tool to Use?
1.A developer left Universal Containers and auditors would like to understand the changes that developer made to the configuration of Salesforce before departing.
2.Which should be used?
View Setup Audit
Which Tool to Use?
2.Which tool would you use?
Workflow Rule.
Which Tool to Use?
1.If Universal Containers wanted to not only send an email if a candidate required a Visa, but also require approvals from the hiring manager and HR, which tool you user>
Approval Processes.
Module Review
1.What is the purpose if a queue?
ownership by group people
2.When is workflow triggered?
Save to database
3.Given an example of cross-object formula that we created during this section.
4.What are the three ways to make a field required?
Check box, Validation rules, page layout
5.Where can users go to find more information on creating formula fields and validation rules?
Community.salesfore.com