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Cross-Object Field History
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          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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