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