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Quick Start

Change Tracker for Salesforce logs the setup changes every time a Salesforce user made a change to the Org.
It's especially useful in orgs with multiple administrators and developers.

Many types of Salesforce metadata are tracked:

  • Declarative metadata: Custom fields, Validation rules, Workflow rules ...
  • Code metadata: Apex classes, apex triggers, Visualforce pages, Lightning components, Lightning web components ...

The Change Tracker for Salesforce is a perfect solution to builds a complete history of changes of all Salesforce code and configuration.
It can be integrated with an existing release management process to quickly detect which components was changed and who change what.

From the Bluefactory platform, click on the Change Tracker tab to access release management features. On the Change Tracker main page, see all release management modules on the left menu: Change Tracker, Compare Orgs, and Metadata Search.

In the left menu, click on Change Tracker to create a follow up of your Salesforce Org.

1. Create a Change Tracker for a Salesforce org​

On the Change Tracker main page, in the left menu, click on Change Tracker. Click on the Setup a new Change Tracker button.

The next form allows you to:

  • Choose your environment: give your Change tracker a name and select an org to track. Click on Connect a new org link if you want to analyze a Salesforce org not yet connected with Bluefactory.

  • Setup Change Tracker options: select which metadata type you wish to follow and metadata components to exclude from tracking.

Note that only one Change Tracker can be set up per Org.

Click on Save.

2. Access to the changes details​

On the Change Tracker home page, you can access all orgs tracked by Bluefactory. Click on the Org name to access follow up details.

There are two ways to find a specific change:

  • Click on the Changes history button. The Changes trend chart permits to have a chronological overview of every change type. Scroll down to access to the corresponding table. Each job is displayed one below the other by start date. Click on a Start Date to access the corresponding changes details page.
  • Select a range date to filter the results. You can further filter with the picklists by Change type (added, deleted, modified), Component type (Layout, EmailTemplate, CustomField…), User, and any other value with the Search bar.

No matter the way you access to the change details page, you can see an overview of all metadata modifications at the start date you selected or in the range date you defined.

Click on a component name. The popup allows you to compare the changed and original source code, line by line.

3. Edit a Change Tracker​

At any moment, you can edit an active Change Tracker. To do so, click on an Org name on the change Tracker main page. Then, at the top right, click on the Edit button.

A form will appear, in which you'll be able to update the Change Tracker name and the metadata types to exclude/re-include.

Click on Save.