[SalesForce] Field History Not Updating

I am tracking a custom Date field on the Account object because some of my records have mysteriously been updating. I've noticed that the field history takes note of my deleting of the value, but doesn't seem to audit the field getting set (which is what I am interested in). I've looked through the org and haven't been able to locate any custom code or workflow field updates that would update the field, so my question is whether there are any other ways a field could get updated and not audited.

UPDATE: It has happened again, and here is some intrigue to add. All of the accounts in the system were touched for an update this morning, and a new account has had the date switched from blank to a date. No activity history or chatter history update. Last modified date was from the "touch". Strangest part — there is a validation rule on this field that says you can't give it a value unless a picklist is set to a certain value..and it is not.

Best Answer

If field history tracking is turned on then the value changes would be recorded no matter what the channel of the change. I've turned field history tracking on and seen values changing via everything from workflows to the web service Api being audited.

Worth checking if the LastModifiedDate and LastModifiedBy are throwing up an clues on who/ what's modifying the data. Do you have integrations writing to salesforce via the Api?

Lastly, just to double check that field history tracking was indeed enabled when the alleged changes took place.

Related Solutions

[SalesForce] Trigger to update custom field from another custom field on a separate object

Activity History is just another way of saying "Tasks in the past".

You should be able to modify your query by using the WhoId of the Trigger.new (which returns Contacts and Lead IDs associated).

Set<String> whoIds = new Set<String>();
for (Task t : Trigger.new)
{
  whoIds.add(t.WhoId);
}
List<Contact> cons = [SELECT Id, SR_Short__c FROM Contact WHERE Id =: whoIds]

From here, you'd have all the contacts that you want to modify. At this point, what often would work best is iterating over the Tasks and creating a Map of Tasks keyed by the WhoId. This allows you to iterate over Contacts and find the Task associated.

Map<String, Task> taskMap = new Map<String, Task>();
for (Task t : Trigger.new)
{
  taskMap.put(t.WhoId, t);
}

Once you have that map, it is just a matter of iterating over the Contacts you've retrieved and setting the value.

for (Contact c : cons)
{
  if (taskMap.containsKey(c.Id))
  {
    c.SR_Short__c = taskMap.get(c.Id).Task_SR__c;
  }
}
update cons;

One caveat to this implementation is that if you have multiple tasks for the same contact in the trigger, only one will win. If you need custom logic around that, you'd need to implement something to determine the winner.

[SalesForce] Field History Tracking – Finding value on a particular date

You need the most recent history before or on the day you wish to examine. If none are found, you should fall back to the current value. You will need Apex post-processing something like:

public static String getStatusOn(Date day, Id recordId)
{
    Datetime endOfDay = Datetime.newInstanceGmt(day, Time.newInstance(23, 59, 59, 999));
    MyObject__c record = [
        SELECT Status, ( 
            SELECT NewValue FROM Histories
            WHERE Field ='Status' AND CreatedDate <= :endOfDay
            ORDER BY CreatedDate DESC LIMIT 1)
        FROM MyObject__c WHERE Id = :recordId
    ];
    if (record.Histories.isEmpty()) return record.Status;
    return (String)record.Histories[0].NewValue;
}

Bulkification is left as an exercise for the reader. :)

Best Answer

Related Solutions

[SalesForce] Trigger to update custom field from another custom field on a separate object

[SalesForce] Field History Tracking – Finding value on a particular date

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