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Enable Access to History Objects for a Profile

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Enable Access to History Objects for a Profile

To view the history of changes related to an object (for example, to view the history of an account or a case), include the history list field in the object’s page layout, enable field-history tracking for the object, and define object-level and field-level permissions on profiles associated with your users.

Required Editions

Available in: Salesforce Classic, Lightning Experience, and the Salesforce app

Available in: Contact Manager, Group, Essentials, Professional, Enterprise, Performance, Unlimited, Developer, and Database.com Editions

Standard Objects aren’t available in Database.com Edition
User Permissions Needed
To set up object permissions: Customize Application and Manage Profiles and Permissions Sets
To edit page layouts and to enable field history tracking: Customize Application
Note
Note Before you begin, turn on field-history tracking for all objects and fields that you want to track. See Track Object Field History.

History objects are system-generated records of change that help you track the field history of most custom and standard objects. When you modify a field on a supported object, Salesforce adds an entry to its history object. Access to history objects is controlled via access to the associated parent object.

Set Up Permissions for the Parent Object

  1. From Setup, use the Quick Find box to find and select Profiles.
  2. Select the profile that you want to modify.
  3. In Standard Object Permissions, find the object for which you are tracking history.
  4. Select the proper permissions for the object. At minimum, select the Read permission.
  5. In Field-Level Security, select the proper permissions for the fields that you want to track. At minimum, select the Read permission for each tracked field.
  6. Save your changes.

Add the History List to the Page Layout

  1. From Setup, use the Quick Find box to find and select Object Manager.
  2. Select the object that you want to modify.
  3. Click Page Layouts.
  4. Click Related Lists.
  5. Drag the object’s history list to the Related Lists section. For example, if you're working with the case object, drag the case history list to the Related Lists section.
  6. Save your changes.

Verify the Page Layout Assignment

  1. From Setup, use the Quick Find box to find and select Profiles.
  2. Select the profile that you want to modify.
  3. In Page Layouts, find the object and then click View Assignment.
  4. Click Edit Assignment.
  5. Select a profile.
  6. In the Page Layout To Use field, select the page layout that includes the object’s History field in the Related Lists section.
  7. Save your changes.

See Also

 
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