---
schema_version: "1"
id: 280564b7a9f9a165186955c559412e30e8f2a8d7671a2543accc9060c5a71f04
title: Monitor Setup Changes with Setup Audit Trail
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/admin_monitorsetup.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.admin_monitorsetup.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 0b9a8b7440c1396dc66b34efdda35b8d701aa05475618ca4980ce856c7b0af1c
description: Setup Audit Trail tracks the recent setup changes that you and other admins make. Audit history is especially useful when there are multiple admins.
products:
  - Security
release: "264"
---
# Monitor Setup Changes with Setup Audit Trail

Setup Audit Trail tracks the recent setup changes that you and other admins make. Audit history is especially useful when there are multiple admins.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Salesforce Classic and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Contact Manager</strong>, <strong>Essentials</strong>, <strong>Group</strong>, <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, <strong>Developer</strong>, and <strong>Database.com</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d46812e86">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d46812e86 ">To view audit trail history:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d46812e86 ">View Setup and Configuration</td>

          </tr>
        </tbody>
      </table>

![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-security-264-0-0-production-enus/8cecd769-ab2d-4e07-addf-c4f2927925e1/images/icon_tip.png)

Tip Instead of completing this task manually, get help from Setup with Agentforce. For example, ask the Setup agent, “Show changes made by Connor Tan during the last 100 days.” For more information, see [Setup Information and Navigation in Setup with Agentforce](https://help.salesforce.com/s/articleView?id=xcloud.setup_agentforce_help_navigation.htm&language=en_US).

1. From [Setup](https://help.salesforce.com/s/articleView?id=xcloud.basics_nav_setup.htm&type=5&language=en_US), use the Quick Find box to find and select **View Setup Audit Trail**.
    
    The history shows the 20 most recent setup changes made to your org. It lists the date of the change, who made it, and what the change was.
    
    If a delegate such as an admin or customer support representative makes a setup change on behalf of an end user, the Delegate User column shows the delegate’s username. For example, if a user grants login access to an admin and the admin makes a setup change, the admin’s username is listed in the Delegate User column. The user granting access is listed in the User column.
    
    If an admin makes a change using an AI agent via Setup with Agentforce (Beta), the agent’s name and ID are listed in the AI Agent column. The admin using the agent is listed in the User column.
2. To download your org’s complete setup history for the past 180 days, click **Download**.

After 180 days, setup entity records are deleted.

Changes tracked by the Setup Audit Trail include:

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:17.006802721088434%">
          <col style="width:82.99319727891157%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d46812e160">Setup</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d46812e162">Changes Tracked</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Setup" class="slds-cell-wrap" style="vertical-align:top;" headers="d46812e160 ">Administration</td>
            <td data-label="Changes Tracked" class="slds-cell-wrap" style="vertical-align:top;" headers="d46812e162 ">
              <ul>
                <li>Company information, default settings like language or locale, and company
                  messages</li>
                <li>Multiple currencies</li>
                <li>Users, portal users, roles, permission sets, and profiles</li>
                <li>Email addresses for any user</li>
                <li>Deleting email attachments sent as links</li>
                <li>Email footers, including creating, editing, or deleting</li>
                <li>Email deliverability settings</li>
                <li>Divisions, including creating, editing, and transferring and changing
                  users’ default division</li>
                <li>Certificates, adding or deleting</li>
                <li>My Domain settings and changes</li>
                <li>Enabling or disabling Salesforce as an identity provider</li>
                <li>DKIM, email relay, and email domain filter values when a record is created,
                  edited, or deleted </li>
              </ul>
            </td>
          </tr>
          <tr class="">
            <td data-label="Setup" class="slds-cell-wrap" style="vertical-align:top;" headers="d46812e160 ">Profiles</td>
            <td data-label="Changes Tracked" class="slds-cell-wrap" style="vertical-align:top;" headers="d46812e162 ">
              <ul>
                <li>Permission for a standard or custom profile changed</li>
                <li>General or admin permission changed</li>
                <li>FLS changed on the profile</li>
                <li>Entity permission for a standard or custom profile changed</li>
                <li>Profile Page Layout changed</li>
                <li>Tab set on a standard or custom profile changed</li>
                <li>User tab set override changed</li>
                <li>User tab set customization override changed for standard or custom
                  profiles</li>
                <li>Tab set visibility changed for a standard or custom profile</li>
                <li>Tab set visibility modified</li>
                <li>Default tab set modified</li>
                <li>Custom App default changed on standard or custom profiles</li>
                <li>Profile renamed, cloned, or deleted</li>
                <li>Profile description changed</li>
                <li>Standard or custom profile cloned</li>
                <li>Console setting or layout changed</li>
                <li>View, or modify, all data enabled for this profile</li>
                <li>Login hours for the profile modified.</li>
                <li>Client settings for the profile modified</li>
                <li>Record type added to or removed from the profile</li>
                <li>Default record type modified</li>
                <li>Default person account record type modified</li>
                <li>Default business account record type modified</li>
                <li>Single sign on enabled or disabled for this profile</li>
              </ul>
            </td>
          </tr>
          <tr class="">
            <td data-label="Setup" class="slds-cell-wrap" style="vertical-align:top;" headers="d46812e160 ">Permission Sets/Groups</td>
            <td data-label="Changes Tracked" class="slds-cell-wrap" style="vertical-align:top;" headers="d46812e162 ">
              <ul>
                <li>Permission set (or group) created, cloned, or deleted</li>
                <li>Permission set (or group) assigned or removed for a user</li>
                <li>Permission set (or group) changes to the assignment expiration date
                  (beta)</li>
                <li>Permission set created or cloned without a license</li>
                <li>Developer name, label, or description of a permission set changed</li>
                <li>Session activation changed by admin</li>
                <li>Permission in a permission set enabled or disabled by admin</li>
                <li>FLS for an object in a permission set changed by admin</li>
                <li>Permission set from a user assigned or unassigned by admin</li>
                <li>Tab settings in a permission set changed by admin</li>
                <li>Permission set group recalculated</li>
              </ul>
            </td>
          </tr>
          <tr class="">
            <td data-label="Setup" class="slds-cell-wrap" style="vertical-align:top;" headers="d46812e160 ">Customization</td>
            <td data-label="Changes Tracked" class="slds-cell-wrap" style="vertical-align:top;" headers="d46812e162 ">
              <ul>
                <li>User interface settings like collapsible sections, Quick Create, hover
                  details, or related list hover links</li>
                <li>Page layout, action layout, and search layouts</li>
                <li>Compact layouts</li>
                <li>Salesforce app navigation menu</li>
                <li>Inline edits</li>
                <li>Custom fields and field-level security, including formulas, picklist values,
                  and field attributes like the auto-number field format, field manageability, or
                  masking of encrypted fields</li>
                <li>Lead settings, lead assignment rules, and lead queues</li>
                <li>Activity settings</li>
                <li>Support settings, case assignment and escalation rules, and case queues</li>
                <li>Requests to Salesforce Customer Support</li>
                <li>Tab names, including tabs that you reset to the original tab name</li>
                <li>Custom apps (including Salesforce console apps), custom objects, and custom
                  tabs</li>
                <li>Contract settings</li>
                <li>Forecast settings</li>
                <li>Email-to-Case or On-Demand Email-to-Case, enabling or disabling</li>
                <li>Custom buttons, links, and s-controls, including standard button
                  overrides</li>
                <li>Drag-and-drop scheduling, enabling or disabling </li>
                <li>Similar opportunities, enabling, disabling, or customizing</li>
                <li>Quotes, enabling or disabling</li>
                <li>Data category groups, data categories, and category-group assignments to
                  objects</li>
                <li>Article types</li>
                <li>Category groups and categories</li>
                <li>Salesforce Knowledge settings</li>
                <li>Ideas settings</li>
                <li>Answers settings</li>
                <li>Field tracking in feeds</li>
                <li>Campaign influence settings</li>
                <li>Critical updates, activating or deactivating</li>
                <li>Chatter email notifications, enabling or disabling </li>
                <li>Chatter new user creation settings for invitations and email domains, enabling
                  or disabling</li>
                <li>Validation rules</li>
              </ul>
            </td>
          </tr>
          <tr class="">
            <td data-label="Setup" class="slds-cell-wrap" style="vertical-align:top;" headers="d46812e160 ">Security and Sharing</td>
            <td data-label="Changes Tracked" class="slds-cell-wrap" style="vertical-align:top;" headers="d46812e162 ">
              <ul>
                <li>Public groups, sharing rules, and org-wide sharing, including the Grant Access
                  Using Hierarchies option</li>
                <li>Password policies</li>
                <li>Password resets</li>
                <li>Session settings, like session timeout (excluding <strong class="uicontrol">Session times out
                    after</strong> and <strong class="uicontrol">Session security level required at
                    login</strong> profile settings)</li>
                <li>Delegated administration groups and the items delegated admins can manage
                  (setup changes made by delegated administrators are also tracked)</li>
                <li>Lightning Login, enabling or disabling, enrollments, and cancellations</li>
                <li>How many records a user permanently deleted from their Recycle Bin and from
                  the Org Recycle Bin</li>
                <li>SAML (Security Assertion Markup Language) configuration settings</li>
                <li>Salesforce certificates</li>
                <li>Identity providers, enabling or disabling</li>
                <li>Named credentials</li>
                <li>Service providers</li>
                <li>Shield Platform Encryption setup</li>
                <li>Event Manager</li>
                <li>Transaction Security</li>
                <li>Some connected app policy and setting updates</li>
                <li>Some external client app policy and setting updates</li>
              </ul>
            </td>
          </tr>
          <tr class="">
            <td data-label="Setup" class="slds-cell-wrap" style="vertical-align:top;" headers="d46812e160 ">Data Management</td>
            <td data-label="Changes Tracked" class="slds-cell-wrap" style="vertical-align:top;" headers="d46812e162 ">
              <ul>
                <li>Using mass delete, including when a mass delete exceeds the user’s
                  Recycle Bin limit on deleted records</li>
                <li>Data export requests</li>
                <li>Mass transfer use</li>
                <li>Reporting snapshots, including defining, deleting, or changing the source
                  report or target object on a reporting snapshot</li>
                <li>Use of the Data Import Wizard</li>
                <li>Sandbox deletions</li>
              </ul>
            </td>
          </tr>
          <tr class="">
            <td data-label="Setup" class="slds-cell-wrap" style="vertical-align:top;" headers="d46812e160 ">Development</td>
            <td data-label="Changes Tracked" class="slds-cell-wrap" style="vertical-align:top;" headers="d46812e162 ">
              <ul>
                <li>Apex classes and triggers</li>
                <li>Visualforce pages, custom components, and static resources</li>
                <li>Lightning components</li>
                <li>Lightning pages</li>
                <li>Action link templates</li>
                <li>Custom settings</li>
                <li>Custom metadata types and records</li>
                <li>Remote access definitions</li>
                <li>Salesforce Sites domain registration and site creation</li>
                <li>The use of standard external profiles for Salesforce Site self-registration,
                  user creation, and login</li>
                <li>Platform event channels and channel members, and enriched fields</li>
              </ul>
            </td>
          </tr>
          <tr class="">
            <td data-label="Setup" class="slds-cell-wrap" style="vertical-align:top;" headers="d46812e160 ">Various Setups</td>
            <td data-label="Changes Tracked" class="slds-cell-wrap" style="vertical-align:top;" headers="d46812e162 ">
              <ul>
                <li>API usage metering notification, creating</li>
                <li>Territories</li>
                <li>Process automation settings</li>
                <li>Approval processes</li>
                <li>Workflow actions, creating or deleting</li>
                <li>Flows</li>
                <li>Packages from Salesforce AppExchange that you installed or uninstalled</li>
                <li>Notification delivery settings for custom and standard notification types</li>
                <li>Deletion of recipes and dataflows from CRM Analytics and Salesforce Data
                  Pipelines.</li>
              </ul>
            </td>
          </tr>
          <tr class="">
            <td data-label="Setup" class="slds-cell-wrap" style="vertical-align:top;" headers="d46812e160 ">Using the application</td>
            <td data-label="Changes Tracked" class="slds-cell-wrap" style="vertical-align:top;" headers="d46812e162 ">
              <ul>
                <li>Account team and opportunity team selling settings</li>
                <li>Activating Google Apps services</li>
                <li>Mobile configuration settings, including data sets, mobile views, and excluded
                  fields</li>
                <li>Users with the “Manage External Users” permission logging in to
                  the partner portal as partner users</li>
                <li>Users with the “Manage Customer Users” permission logging in to
                  the Salesforce Customer Portal as Customer Portal users</li>
                <li>Partner portal accounts, enabling or disabling</li>
                <li>Salesforce Customer Portal accounts, disabling</li>
                <li>Salesforce Customer Portal, enabling or disabling</li>
                <li>Creating multiple Customer Portals</li>
                <li>Entitlement processes and entitlement templates, changing or creating</li>
                <li>Self-registration for a Salesforce Customer Portal, enabling or disabling</li>
                <li>Customer Portal or partner portal users, enabling or disabling</li>
              </ul>
            </td>
          </tr>
        </tbody>
      </table>

#### See Also

- [Security Health Check](https://help.salesforce.com/s/articleView?id=xcloud.security_health_check.htm&release=264.0.0&type=5 "As an admin, you can use Health Check to identify and fix potential vulnerabilities in your security settings, all from a single page. A summary score shows how your org measures against a security baseline like the Salesforce Baseline Standard. You can upload up to five custom baselines to use instead of the Salesforce Baseline Standard.")