Standard Audit Fields Are Not Visible on Account Plan Records

On the Account Plan object, standard fields that track record creation or updates (such as Created Date, Last Modified Date, Created By, and Last Modified By) are not displayed on the record by default. To display this information, configure custom fields combined with automation tools (Record-Triggered Flows).

Display Created Date or Last Modified Date

You can easily display date fields using formula fields.

1. Create a new custom field on the Account Plan object with the Data Type Formula.

2. Select Date/Time as the Formula Return Type.

3. Enter one of the following formulas depending on the field you want to display:

   • To display Created Date: CreatedDate

   • To display Last Modified Date: LastModifiedDate

4. Click Save.

Display Created By or Last Modified By

There are two primary methods to display information about the user who updated the record. Method 1 is recommended if you want to display a link to the User record, similar to standard fields.

Method 1: Use a Record-Triggered Flow (Recommended)

This method provides functionality closest to standard fields.

Overview

1. Create a new custom field on the Account Plan object with the Data Type Lookup Relationship related to User (e.g., "Last Modified By Custom").

2. Create a new Record-Triggered Flow that triggers when an Account Plan record is created or updated.

3. In the flow, use an Update Records element to set the custom field created in step 1 to the ID of the user who performed the update ($Record > LastModifiedById).

Method 2: Use a Formula Field

This method displays the name of the last user who modified the record as text. No flow configuration is required, but the name displays as plain text rather than a hyperlink to the user page.

Steps

1. Create a new custom field with the Data Type Formula and the Formula Return Type Text.

2. Enter the following formula: LastModifiedBy.LastName & " " & LastModifiedBy.FirstName