Audit Log

Settings > Administration > Audit Logs

Audit logs display a full history of actions in the platform. Audit Log tracks the following actions by default:

• All changes to data (additions, modifications and deletions)
• Customizations to the platform

Optionally, an Enhanced Security Audit can be enabled, which increase the audit scope, which logs these additional actions:

• All record access attempts
• Unsuccessful or unauthorized access attempts

Users in Roles with the Manage Audit Log permission rights enabled can: See the Audit Log link displayed in the Settings area View records in the Audit Log owned by the user's team(s) (including secondary team(s) View records in the Audit Log in any child team of the user's team(s) Users in Roles with Customize Objects permission rights enabled can Create an Audit Log View, Search an Audit Log and create Field Audit Logs

View an Audit Log

1. Click Settings > Administration > Audit Logs. The Audit Logs page opens and displays a log of activities by user.

   The default view is All Audit Logs, but you can select another view (if one is available) or create a new view.

   These fields are displayed in the Audit Log:

   • Activity Date
   • Description
   • Object
   • User

2. Click the Next links to view additional log pages.
3. To change the sort order, double-click a column heading to view activities by the reverse sort order for that column.

Create an Audit Log View

To create a new view of user activities:

1. Click Settings > Administration > Audit Logs. The Audit Logs page opens and displays a log of activities by user.
2. Click the View Icon, and select Add View from the drop-down list. The Create Audit Logs View page opens. The default setting includes the four columns available for the log view: User, Activity Date, Object, and Description.
   • To remove any of the default columns from the new view, select the column name in the Selected Columns list, and click the left-arrow button .
   • If there are entries in the Available Columns list that you want to include in the new view, select them and click the right-arrow button .
3. Rearrange the Selected Columns, as necessary, by clicking the up and down arrow buttons.
4. Select the column by which you want to First Sort By, then the Sort Order.
5. Choose a second sort criteria and sort order, if desired.
6. Select the Visibility option you want to apply to this view.

   Visible Only to Me

   The view appears only in your own View list.

   Visible to Everyone

   The view appears in the View list for all users in your company.

   Visible to Specific Users

   The view appears in the View list only for the users you select. When you select this option, a text box and Lookup button appear. Click the button and select the users you want to have access to this view. You can remove users by clicking the Remove button .

   Visible to Specific Roles

   The view appears in the View list only for users with roles that you specify. Click the Lookup button to select the roles you want to have access to this view. You can remove roles by clicking the Remove button.

   Visible to Specific Teams

   The view appears in the View list only for users that belong to teams that you specify. Click the Lookup button to select the teams you want to have access to this view. You can remove teams by clicking the Remove button.

7. Click Preview to see the new view.
8. Click Save to save the view without setting up filters, enter a View Name, and click Save As. OR
9. Click the Filter tab to complete the new custom log view, and save your changes.

See Views for more information.

Search an Audit Log

Find activity history (Audit Log):

1. Click Settings > Administration > Audit Logs. The Audit Log page opens and displays a log of activities.
2. To Search for records, Click the View Icon and select Filter this View. For more information on how to find records in views, see Views.

Enhanced Security Audit

1. Click Settings > Administration > Company Information > Edit
2. In the Log All Access Settings section, choose the preferred log options:

   Log all record access

   If enabled, any record access, including search, is logged

   • Object record access
   • Object tab access
   • Search or Advanced search
   • Any View access or updates
   • Any Report executed from the Report tabs

   Log all access violations

   If enabled, any access violation is logged

   • Most access violations occur when a user attempts to access an element in the platform, but does not have the appropriate permission rights, and so an error message is triggered; Some examples are: You do not have the permission to access this record, Invalid access, You do not have permission for this operation

Delete an Audit Log

Records in an Audit Log can be deleted using the Mass Delete Data feature.

Auto-Purge Audit Log Records

Audit Log records can be purged automatically. To configure Auto-Purge for Audit Log records:

1. Click Settings > Administration > Audit Log
2. Click the [Purge Settings] button
3. Specify

   • The number of days to retain the Audit Log entries. The number of days must be a positive number, greater than zero. If the number of days is equal to zero, Auto-Purge is disabled.
   • Field label
   • Retention Period (Days)

4. Click [Save]

Learn More

• Audit Log fields