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Create a tracker

A tracker watches one org. Go to Metadata Change Tracker and click New Metadata tracker.

[SCREENSHOT REQUIRED: New change tracker form]

The form​

  1. Name — a human-friendly label, e.g. Production metadata.

  2. Salesforce org — the connected org whose metadata will be tracked.

  3. Schedule:

    • Frequency — how often a snapshot is captured: Hourly, Every 4 hours, Every 6 hours, Daily (default), or Weekly.
    • Start hour — preferred run time (HH:MM, UTC).

  4. Metadata scope — what to capture:

    • Track all metadata — every supported type on each run, optionally excluding a few types you pick.
    • Select metadata to track — only the types you pick; everything else is ignored.

    Child components — fields, validation rules, list views, record types — are captured as part of their parent object, so to exclude them, exclude the parent type itself (e.g. Objects & fields). Folder-based types (reports, dashboards, email templates, documents) are captured per folder.

  5. Notifications — how change alerts are delivered for this tracker: Real time — on every detected change, Daily digest, or Never.

    TODO: Confirm tracker change-alert emails are active before publishing; org-level summary digests are configured under Notifications.

Click Create tracker. The first capture is a baseline — a complete snapshot with no changes to compare yet.

Choosing a frequency​

  • Production: Daily is right for most teams — one capture, outside working hours, gives a clean day-by-day history.
  • Busy development orgs: Hourly or every 4–6 hours during active projects, so changes are attributed tightly.
  • Frequent captures also keep the Org Assistant and Security Center close to reality — both read the tracker's captures.

Managing a tracker​

From the tracker's page you can:

  • Run now — queue a capture immediately (it doesn't affect the schedule).
  • Pause / resume — toggle the tracker between Active and Paused; history is kept.
  • Edit — change the name, schedule, scope, or notifications.
  • Download metadata — package any capture's full snapshot as a zip.

[SCREENSHOT REQUIRED: Tracker page header with Run now, Edit, and the Active toggle]