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Cross-Object Field History
Editions and Permissions for Cross-Object Field History

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.

Required Editions

User Interface

Cross-Object Field History is available in Lightning Experience.

Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer editions with the Financial Services Cloud.

Required Permissions

To use Cross-Object Field History, Salesforce admins and users need the Access Actionable Relationship Center and Cross-Object Field History User permissions. Typically, a Salesforce admin assigns a permission set that includes these permissions.

Some products provide different permission sets or permission set groups.

Product Permission Set or Permission Set Group Notes
Financial Services Cloud
  • Financial Services Cloud Sales
  • Financial Services Cloud Comprehensive
  • Financial Services Cloud Extension
 

Customizing Permissions

You can customize this feature, for instance, by adding fields and creating a custom permission set. To remove user permissions from the default permission set, create a muting permission set. Then, use permission set groups to assign users the default permission set in addition to your custom permission sets. This approach ensures users always have the latest default permissions, and is an alternative to cloning permission sets.

 
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Salesforce Help | Article