Enabling Modification Tracking

Modification tracking must be enabled in Oracle CRM On Demand to track changes on multiple record types.

Before you begin, you must be signed in to Oracle CRM On Demand as administrator, and your role must include both the Manage Modification Tracking privilege and the Manage Roles and Access privilege. If the Manage Modification Tracking privilege is not enabled for your company administrator’s role, then contact Oracle CRM On Demand Customer Care.

To enable modification tracking

1. In Oracle CRM On Demand, click Admin (in the upper-right corner).

2. Click User Management and Access Controls, then Role Management.

3. For each role that affects your users, do the following:

   1. Click Edit next to the role.

   2. Navigate to Step 2 - Record Type Access.

   3. Select the check box in the Has Access column for the Modification Tracking object.

   4. Click Finish.

4. Click Back to User Management and Access Controls.

5. Click Access Profiles.

6. For each access profile that affects your users, do the following:

   1. Click Edit next to the access profile.

   2. Navigate to Step 2 - Specify Access Levels.

   3. For the Modification Tracking object use the drop-down menu to set the access level to Read/Edit/Delete.

   4. Click Finish.

7. Click Back to User Management and Access Controls.

8. Click Back to Admin Homepage.

9. In the Business Process Management section, click Enable Modification Tracking.

10. Select the check boxes for the record types for which you want to track the changes.

11. Click Back to Admin Homepage.