Cross-Object Field History

The Cross-Object Field History feature is best suited for complex data models, such as those used for Know Your Customer (KYC) and Business Relationship Plans. For example, underwriters can track changes to loan applications and related records from the prior review. Cross-Object Field History uses the platform's Field History Tracking to monitor changes to fields in each record.

Specify the objects to be tracked in the Cross-Object Field History Builder. This tool, similar to the Actionable Relationship Center, is used to establish relationships between related objects and provides greater flexibility in visualizing these relationships during the initial configuration.

By setting up objects to be tracked for field changes, users can easily identify key updates made by different users and monitor changes across multiple objects. With the Cross-Object Field History Lightning web component, users don't need to manually reviewing each record.

• Editions and Permissions for Cross-Object Field History
  Review the supported products, editions, and permissions for Cross-Object Field History. Then learn how your product handles permissions and how to assign them.
• Considerations for Working with Cross-Object Field History
  Go through the considerations and limitations before you turn on Field History Tracking to use the Cross-Object Field History in your Salesforce org.
• Enable Cross-Object Field History
  To create object relationship graphs and configure Cross-Object Field History, enable it in setup.
• Create a Cross-Object Field History Graph
  Create a graph to show how records relate to each other.
• View Record and Related Record Changes with Cross-Object Field History
  Use the Cross-Object Field History Lightning web component to track and show changes across multiple related objects and fields in a single, unified view.