Bluefactory Change Tracker records the recent setup changes every Salesforce user have made to the Org. Change Tracker is especially useful in orgs with multiple admins and consultants.
From the Bluefactory dashbord, Change Tracker list all change aggregated by day.
Click on Change Tracker tab to access
Create a Change Tracker
On the Change Tracker main page, click on SETUP A NEW CHANGE TRACKER.
Thanks to the following form, you'll be able to give to your Change Tracker a name and select the Org to track.
You can choose to exclude certain components from tracking.
Click on SAVE to setup the new Change Tracker.
2. Access changes details
Click on the ORG NAME to see its changes.
Define a data range to focus on. Check the correct Org in which changes were done.
Then, the view display every changes by component name.
You can search for specific changes, filter and sort the table with the column labels.
Click on a COMPONENT NAME to see the change in detail.
The following pop-up will give you change details line by line.
3. Edit a Change Tracker
At any moment, you can edit your Change Tracker.
To do so, click on EDIT when you are in a specific Change Tracker.
A form will appear, in which you'll be able to update:
- The Change Tracker name
- The Org tracked
- The components to exclude.
For each Change Tracker you can decide to Disable/Enable the automatic tracking.
You can also click on RUN to launch a one shot tracking.
Bluefactory Backup permits to secure data thanks to an encrypted copy accessible via bluefactory platform. See all backups (activity, data location, status, and frequency) on the backup homepage.
Create a new backup
To create a backup click New Backup at the top right. Next windows allow you to:
- Name your backup
- Define the Org you want to protect the data
- Choose your data location (10 possibilities)
- Set the frequency (one-time, daily or weekly)
Click on Create Backup.
Note the hour is based on your Timezone (See Settings > Account). Also, do not hesitate to read our security policy, link on the top of the form.
Click on All or the Backup tab, at the top, to get back to the Backup main page.
Access backup details
To access backup details, from the main page, click on the backup name. Then, in History below, click on the last backup at the top of the list.
If the frequency is set to One-time, you Backup History will only have one row.
If the frequency is set to Daily, you Backup History will only have one row per day.
If the frequency is set to Weekly, you Backup History will only have one row per week.
For each Salesforce object, get the following information :
- the Name of the objects in Salesforce ('"Account", "Attachment"...)
- the Type (Object or Binary)
- the Status (Started, Success, Error)
- the number of records per object
- The size of the object in Bytes or KB
- Possibility to download the object records as CSV
Note the search bar permits you to quickly search or filter objects by their name, type, size, number of records or status. Click on column labels to sort your objects.
To disable an active backup, from the backup main page, click on the backup name. Then, click on Disable at the top right.
Note you can't change parameters (frequency, data location, backup name) once the backup is created. If you want to do so, you'll have to create a new backup with the desired parameters.