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Viewing Audit Trails for Opportunities

Your company administrator determines which opportunity fields (if any) are audited. You can view the audit trail that tracks the changes made to the audited fields.

By default, the following fields are audited for opportunities, but your company administrator can customize this list:

  • Revenue
  • Close Date
  • Forecast
  • Sales Stage
  • Probability
  • Owner

Before you begin. In the standard application, the opportunity audit trail is not displayed. To add it to the Opportunity Detail page, your company administrator must grant read-only access to the related information for opportunities for your role. Then you must click the Edit Layout link on the Opportunity Detail page and add the Audit Trail as a Related Information section (see Changing Your Detail Page Layout).

To view the audit trail for an opportunity

  1. Select the opportunity.

    For instructions on selecting opportunities, see Finding Records.

  2. On the Opportunity Detail page, scroll down to the Audit Trail related information.

    Each row shows the date the record is updated, who made the update, and the new and old values in the field.


Published 05/11/2007