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The Importance of Auditing for Custom Entities in CRM
Welcome to our guide on how to turn on auditing for custom entities in CRM. In this article, we will provide you with a step-by-step guide on how to enable auditing for custom entities in CRM. Auditing in CRM allows you to track changes made to records, including custom entities. Tracking these records is essential as it helps to ensure that all data is accurate, complete and secure.
Without proper auditing, it can be challenging to determine who made changes to records, when, and what changes were made. This lack of visibility can lead to data inaccuracies, which can impact business operations and decision-making processes. Therefore, it is essential that you turn on auditing for custom entities in CRM.
How to Turn On Auditing for Custom Entities in CRM
Turning on auditing for custom entities in CRM is a straightforward process. Here is a step-by-step guide on how to do it:
| Step | Description |
|---|---|
| Step 1 | Log in to your CRM account as an administrator |
| Step 2 | Go to Settings > Auditing |
| Step 3 | Select the entity for which you want to turn on auditing |
| Step 4 | Click on the entity |
| Step 5 | Check the “Enable Auditing” checkbox |
| Step 6 | Select the fields you want to audit |
| Step 7 | Click on “Save and Close” |
Step 1: Log in to your CRM account as an administrator
The first step to turning on auditing for custom entities in CRM is to log in to your CRM account as an administrator. Only an administrator can turn on auditing for custom entities.
Step 2: Go to Settings > Auditing
After logging in to your CRM account, go to Settings > Auditing. This will take you to the Auditing settings page.
Step 3: Select the entity for which you want to turn on auditing
On the Auditing settings page, select the entity for which you want to turn on auditing. This could be a custom entity or a standard entity.
Step 4: Click on the entity
After selecting the entity, click on it to open its settings page.
Step 5: Check the “Enable Auditing” checkbox
On the entity settings page, check the “Enable Auditing” checkbox.
Step 6: Select the fields you want to audit
You can choose to audit all fields or specific fields. Select the fields you want to audit.
Step 7: Click on “Save and Close”
After selecting the fields you want to audit, click on “Save and Close”. This will turn on auditing for your custom entity.
FAQs
1. What is auditing in CRM?
Auditing in CRM is the process of tracking and recording changes made to records, including custom entities. Auditing allows you to keep track of who made changes to records, when, and what changes were made.
2. Why is auditing important for custom entities?
Auditing is important for custom entities as it helps to ensure that all data is accurate, complete and secure. Without proper auditing, it can be challenging to determine who made changes to records, when, and what changes were made.
3. Can I turn on auditing for standard entities in CRM?
Yes, you can turn on auditing for both standard and custom entities in CRM.
4. Can I audit all fields in a custom entity?
Yes, you can choose to audit all fields in a custom entity, or you can select specific fields to audit.
5. Can I view auditing logs for custom entities?
Yes, you can view auditing logs for custom entities. The auditing logs will show you who made changes to records, when, and what changes were made.
6. Can I export auditing logs for custom entities?
Yes, you can export auditing logs for custom entities. You can export the logs to Excel or a CSV file.
7. How often should I review auditing logs for custom entities?
You should review auditing logs regularly. We recommend reviewing the logs at least once a week to ensure that all data is accurate, complete and secure.
8. What should I do if I notice suspicious activity in auditing logs?
If you notice suspicious activity in auditing logs, investigate the activity immediately. Contact your CRM administrator or IT department for assistance.
9. Can I turn off auditing for custom entities?
Yes, you can turn off auditing for custom entities. However, we recommend keeping auditing on to ensure that all data is accurate, complete and secure.
10. Can I turn on auditing for multiple custom entities at once?
No, you cannot turn on auditing for multiple custom entities at once. You will need to turn on auditing for each custom entity separately.
11. How long are auditing logs stored in CRM?
The length of time that auditing logs are stored in CRM depends on your organization’s retention policy. By default, auditing logs are stored for 90 days.
12. Can I configure how long auditing logs are stored in CRM?
Yes, you can configure how long auditing logs are stored in CRM. You can do this in the Auditing settings.
13. Can I customize the auditing logs in CRM?
No, you cannot customize the auditing logs in CRM. However, you can export the logs to Excel or a CSV file and customize them there.
Conclusion
Turning on auditing for custom entities in CRM is an essential step in ensuring that all data is accurate, complete and secure. By tracking changes made to records, you can easily determine who made changes, when, and what changes were made. We hope that our guide has been helpful in enabling you to turn on auditing for custom entities in CRM.
If you have any questions or require further assistance, please do not hesitate to contact your CRM administrator or IT department for assistance.
Closing Disclaimer
The information provided in this article is for educational purposes only. We do not guarantee its accuracy or completeness. Users of this information do so at their own risk. We are not responsible for any errors or omissions in this information or for any damages arising from its use.
