Audit of Changes in Process

From version 8.2 When a Process is modified, an audit record will be automatically created. This provides the ability to review the updates that have been performed on a Process over time. user is able to track main changes in the Process performed in Process Builder.

When saving updates to a Process, it is best practice to enter Comments, so that users reviewing the audit trail can quickly understand what changes were made and the reason for them.

Process Version - Test Audit Trail 8.2 - 4 | Salesforce - Google Chrome

This history is available on the Audit Trail tab of the Process Details page.

Work-Relay Processes - Google Chrome

The Audit Trail table may be filtered by Process Version, author of the last modification, and modification date range. The table displays the following information:

  • Modified Date
  • Modified By
  • Process Version
  • Comments

If the Process modification has contains trackable changes, the Modified Date may be clicked and further audit details will be displayed.

Work-Relay Processes - Google Chrome

In some cases, modifications may contain additional details that must be displayed separately. In this case, the "Show details" link will be displayed.

Work-Relay Processes - Google Chrome

Clicking the "Show details" link will display the following information:

Work-Relay Processes - Google Chrome

The following Process modifications are tracked by the Audit Trail feature:

  • Process Version name changes
  • Adding/deleting steps
  • Adding/deleting/changing connectors and creating branches
  • Adding/deleting/modifying conditions, rules and actions on connectors
  • Step properties (primary): Name, API Name, Type, Description
  • Step properties (additional): Unanimous Complete, Require Comments, Autocomplete Behaviour, Processing Frequency, Priority
  • Step Time properties: Duration, Effort, etc.
  • Step layout, smart settings, Kanban settings, highlighted fields
  • Step notification settings
  • Step progress component settings and custom buttons
  • Additional access settings on step
  • Rules
  • Actions (including starting sub-processes)
  • Checklists
  • Responsibility overrides (changes in step assignees)
  • Custom data fields
  • Connection points
  • Reminders
  • Escalations
  • Reference materials (attached files)

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