Set Audit Fields and Update Records with Inactive Owners
|Knowledge Article Number||000227663|
|Description||Migrating data to Salesforce and mass updating records just got easier. Now you can set audit fields when you create records through the API and update records with inactive owners, without contacting Salesforce.
|Resolution||For some scenarios, you need to set values for fields that aren’t normally editable, for example, when migrating data to Salesforce. In that situation, it’s often preferable to replace the Salesforce record creation date with the date on which the record was created in the original system. Or when working with a record that has an inactive owner, you often want to change ownership of the record to an active owner.
In Winter '16, we've created two user permissions to cover these scenarios, which previously required that you contact Salesforce.
Set Audit Fields upon Record Creation - Set audit fields, such as Created By and Last Modified By, when you create a record (API only).
Update Records with Inactive Owners - Update owner and sharing-based fields on records with inactive owners.
Update: With Spring '16, the combination of these two permissions allows you to view and update Converted Leads
Because these permissions give users the power to alter sensitive record data, we’ve placed them behind an organization preference called “Enable Set Audit Fields upon Record Creation and Update Records with Inactive Owners.” To enable the user permissions, first enable the organization preference on the User Interface page. From Setup, enter User Interface in the Quick Find box, then select User Interface under Customize. After you enable the organization preference, enable one or both of the user permissions in a permission set or profile. You can set audit fields only in API-enabled editions of Salesforce.
The organization preference defaults to off unless you’ve previously contacted Salesforce to enable the “Create Audit Fields” permission, which the organization preference replaces.
Available in both Salesforce Classic and Lightning Experience and in the following editions:
- Professional Edition
- Group edition
Note: It is not possible to edit standard profiles to assign the required profile permission and profiles are not accessible in Professional Edition or below. See the article, Enabling Create Audit Fields for Professional Edition for more details on assigning the required permissions via permission sets.