Display the Change History Subtab

Salespeople can see a record's change history without having to leave the record, provided that you make the Change History subtab visible. You can display the Change History subtab for both standard and company-defined objects.

Before you display this subtab, be sure to configure your audit policies using the Manage Audit Policies task in Setup and Maintenance. See the related topics for more information.

You can expose the Change History subtab for these objects:

  • Accounts

  • Contacts

  • Opportunities

  • Leads

  • Activities

  • Deal Registration

  • Company-defined objects

The steps to display the Change History subtab are the same for all objects: you create a new page layout and add the subtab. Here's a procedure with the Account object as an example.

To make the Change History subtab visible:

  1. In an active sandbox, click Navigator > Configuration > Application Composer.

  2. In the navigation tree, select, expand Standard Objects > Account, and click Pages.

  3. Ensure that the Application Pages tab is selected.

  4. Create a new custom layout for the details page, or edit an existing custom layout.

  5. On the Details Layout page for the custom layout, click the Add icon in the Subtabs Region. The add icon is the last subtab in the list of subtabs.

  6. Click the Common component radio button.
    Note: If both the Notes and Change History subtabs are already enabled, then you can't select the Common component check box.
  7. Click Next.

  8. Select the Change History option.

    If you can't select a check box, then that common component is already allowed for use in this custom layout.

  9. Click Save and Close.

  10. Test the changes: Navigate to Sales > Accounts as a salesperson. Edit an account and ensure you can see the Change History subtab in the Edit Account page.

  11. Publish the sandbox.

Tip: The filters on the Change History page aren't extensible. You can't hide them or configure what they display. For more information on their behavior, see the Audit History topic in this chapter.