D
DCIApps
Configuration Tracker
Configuration Tracker
a Lightning Experience App

About Configuration Tracker

Lightning-fast Configuration Change Discovery
Configuration Tracker, a Lightning-component-based app, will give you compelling instant snapshots and filterability of any tracked configuration changes within your production and sandbox orgs.

This app is designed with speed in mind for discovering what has changed over any specific timeframe you select. Rather than having to download a large csv file with six months of configuration change information and pore over it, Configuration Tracker offers several advantages over that approach. It alleviates the burden of having to perform a download while enabling specific date time range selections and client-side filtering of the query results on any partial string in the administrator's name or the configuration change description.

Configuration Tracker creates the best of both worlds since it can save your filtered results to a personal csv File with the touch of a button.

And speaking of touch, one more XL-sized advantage is that Configuration Tracker can be used on the Salesforce mobile platform (from the mobile app or mobile browsers) with components designed for Lightning Experience and mobile. Anybody on mobile can easily see who changed what and when while away from their desks. Of course, being mobile-ready, you won't necessarily need to be migrated from Salesforce Classic yet to use the app. Just file your search and filter results and the information will be accessible in your Files tab in Lightning or Classic.

The setup log is an invaluable source of configuration change information. If you are an organization with more than one administrator, and produce between several hundred to several thousand configuration changes per month, we are sure this powerful tool is going to make admins' and tech managers' lives much easier in looking at who changed what and when.

With Configuration Tracker there is virtually no limit to the number of ways to effectively improve your speed and mobility in analyzing configuration changes to your orgs.

Accelerate admin team problem solving with Configuration Tracker today!

How It Works

Lightning Experience -PC- Browser
1. Select "Configuration Tracker" tab.

As the page opens the optimized date range is preloaded into the From and To Date and a message showing the optimal days appears. In the screen shot notice 10.63 days.

That message will not change as you change your date selections; it remains as a reminder of a date span for maximum speed in result set and filtering.

The fewer configuration changes in your org the wider this preset range will be initially. It is calculated to return approximately 2,500 audit records.

Initial Landing (Lightning Desktop)
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2. Select Your DateTime Range

Use the preloaded optimized date-time range or pick new From Date and To Date values. On a browser the standard calendar view date picker will pop up and selections can be made that way. Or you can overtype date time values directly. Your selected date range should ideally span the initial optimized days range. However, if you select a range that is more than 3 times the suggested range you will receive a warning toast message indicating by how much you have exceeded the range; shown in this screen shot.
You can close the toast message [X] and try the query anyway but with a sizable variance performance will degrade.

Note that using more that 8 times the range may result in less data than your range selection due to a generously set query limit of 20,000 records. The optimal preset days should return approximately 2,500 records. (But do try out whatever you like here and find what works best for your research. Just know that depending on time of day and server capacity you could see slower speeds.)

Date Settings
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3. Run the Query

Click the Run Query button and you will see the results of your query.

Note the count of returned records in your header bar. <303 Audit Entries Selected and Filtered>.

Query Result (Lightning Desktop)
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4. Filter Returned Data

Filter your results on Display (change description) and/or Created By (the admin user who made the config change). *All filtering is case sensitive.

Enter filter criteria as partial or full string (including spaces) and exit click anywhere outside of the given entry box (in a different text box or any open page space) to fire the search event.

Depending on the size of the query initial result set (as indicated by ) rerendering data may take a few seconds. Each filter entry or change will trigger the event.
In the screen shot Display Filter using a single space before "flow" will eliminate "workflow" per se so will include flows and some process builder changes but not workflow rules. (Be aware that some process builder entries appear as "workflow" and some appear as only "flow".)

The header bar count changes with filter options selected: <18 Audit Entries Selected and Filtered>.

Filtered Results
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5. File Results

Click the File Results button (1). A File will be saved with the queried and filtered data with the date-time stamped file name shown in a toast message (2).

File Action
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You can then access the CSV in your Files tab.
Files Tab
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Download and open the file. All of the data as queried and filtered will be contained herein.

*Note the additional fields on file are Section to show configuration groupings and Username to ensure unique reference to any admin who performed the configuration change.

CSV sample
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Mobile App or Browser
Configuration Tracker works with the Salesforce mobile app or a mobile browser just the same way as the desktop browser using Lightning Experience with just a few things to note.
iPad Initial
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1. Select Configuration Tracker

If configured for mobile, per our deployment steps*, you will access the app from your mobile menu options.

* see Setting It Up.

Query Result (Mobile)
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2. Run Query

Results are returned with the record count same as with browser. However, the output view is noticably different from a PC browser in Lightning Experience. Each record here is wrapped in a Lightning Card component with each field on its own line within a card. (Whereas on the PC you have a table row display for each record.)

This is of course scrollable with swipe up and down touch swipe actions.
*As with most app functional page refresh, touch and hard pull down from this top view point will refresh the view clearing results and setting new date/time.

Query Result (Mobile)
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3. Filter Results

This functions the same way the browser does because it's the same Lightning Component.

This screen shot example shows filtering to find validation rule configurations using the string "valid".

If you need to find some element with that word alone in it (e.g. fields created with the names "valid sum" and "valid entry") you could filter with "valid " to eliminate validation rules. You can use the longer criteria phrases like "validation rule" to narrow the results to validation rules only when you need to exclude finding the two fields in the first case.

Of course the functionality is identical with desktop Lightning Experience.

File Results button works the same cool way on mobile apps too. And, with Files set as a menu item on your mobile configurations, you can open a CSV on your mobile device for later mobile reference to any and all saved searches.

Use Cases

The setup log is an invaluable source of configuration change information. If you are an organization with more than one administrator, and produce between several hundred to several thousand configuration changes per month, we are sure this tool is going to make admins' and tech managers' lives much easier in looking at who changed what and when.
Use Case 1

A Case validation rule is not working as expected. Use Configuration Tracker to quickly zero in on the validation rule change. Run a query and apply Display Filter "Cases validation". Or using the filter criteria "Changed formula for Cases validation" (as mentioned - case sensitive) would yield a smaller result showing only the Case fomula changes.

Lets say you need to put this rule back the way it was. You would be in luck because the description has the from - to formula expression. Without this app, discovering the old and new validation rule formula would be tedious but with Configuration Tracker you can see the change immediately!

Use Case 1
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Use Case 2

A group of users can now edit specific fields they should not be able to edit. Find why quickly using Configuration Tracker. Run a query spanning time-frame in question and apply Display Filter "field-level security".

Use Case 2
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Use Case 3

A user submits a case that she sees changes to an Account she is sure she did not make. Was it an admin who logged in as her?
Find out what day and time the changes were made and run a query spanning time-frame in question and apply Display Filter "Login-As".

Note that for Login-As records the Login Created By user will be the admin logging IN as the other user. The Logout user however will be recorded as the user NOT the admin who logged in.
See Logged out showing Created By is Bear Boo (underlined green) which was actually Joseph performing the operation.

Use Case 3
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There are certainly many more use cases you will discover once you start working with Configuration Tracker. Look through some unfiltered results and think about filter criteria for any number of configuration changes tracked.

Setup

Package Contents
App managed package is Configuration Tracker DCI.
Namespace: dciapp1
Type Name Purpose
Component AuditList Main component for app
Component audits Sub component for mobile view detail iteration
Apex Class AuditLogController App server-side controller
Apex Class AuditLogControllerTest Test class for server-side controller
Tab Configuration Tracker Used in Salesforce Mobile and on any desired Lightning App
Deployment Steps
Setting up Configuration Tracker is simple for anybody familiar with Lightning Experience configuration.
  1. Install the managed package.
  2. Set up the app for Salesforce Mobile. Add the packaged Lightning Component Tab Configuration Tracker in Apps/Mobile Apps/Salesforce/Salesforce Navigation.
    (*Post installation, mobile users will likely need to log out and back in to the mobile app.)
  3. Set up the app for Lightning Experience. For PC browser use add Configuration Tracker tab to any standard or custom Lightning app after installing.

CONTACT

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