At Being Guided, we understand the critical importance of robust data tracking for enterprise Salesforce users—especially those in regulated industries such as banking, insurance, and government. Our Field Tracking solution, Tracking Buddy, a native Salesforce app, is designed to address and overcome the inherent limitations of Salesforce’s standard field history tracking, providing a powerful, scalable, and compliant alternative.

Problem: Salesforce Field Tracking Limits

Out-of-the-box field history tracking in Salesforce Orgs is constrained a number of documented limitations:

• Governor Limits: Only 20 fields per object can be tracked, which is often insufficient for complex business processes (Salesforce, 2024⁶).
• No Formula Field Support: Formula fields, which are essential for calculated business logic and compliance, cannot be tracked (Salesforce, 2024⁶).
• Data Retention: Tracked field history is automatically deleted after 90 days, making long-term compliance and auditing impossible without external solutions (Salesforce, 2024).
• Storage Costs: Storing large volumes of historical data in Salesforce can be prohibitively expensive (Gartner, 2023⁴).

These constraints pose significant challenges for organizations that must maintain comprehensive, time-series records of data changes—especially in regulated environments where auditability and transparency are non-negotiable (Basel Committee on Banking Supervision, 2021¹).

Solution: No Limits, Full Compliance

Our Field Tracking solution for Salesforce is engineered to eliminate these barriers:

• No Limits on Fields or Objects: Track an unlimited number of fields, field types, and objects—empowering organizations to capture every critical data change, regardless of complexity.
• Formula Field Tracking: Unlike native Salesforce tracking, our solution supports formula fields, ensuring that calculated values and derived business logic are fully auditable.
• Long-Term Data Retention: Retain field history for as long as required by your compliance policies, with no forced deletion after 90 days.
• Cost-Effective Storage: Our architecture is optimised to minimize storage costs, making enterprise-scale field tracking affordable and sustainable.

Why ? Regulatory and Operational Impact

For Salesforce users in banking, insurance, and the public sector, the ability to track every change to Opportunities and related records is not just a best practice—it’s a regulatory requirement (European Banking Authority, 2022²). Regulators demand a complete, time-stamped audit trail of all data changes throughout the lifecycle of deals, such as loans, from initial enquiry through qualification, approval, and ongoing management (Financial Conduct Authority, 2023³).

Our solution ensures that you can:

• Meet Regulatory Demands: Maintain a full, immutable history of all relevant data changes, supporting audits and regulatory reviews.
• Enhance Operational Oversight: Gain granular visibility into how and when data changes, supporting better risk management and process optimisation.
• Reduce Compliance Risk: Avoid costly penalties and reputational damage associated with incomplete or missing audit trails (PwC, 2023⁵).

Conclusion

Being Guided’s Field Tracking app for Salesforce is more than just a technical enhancement—it’s a strategic enabler for compliance, transparency, and operational excellence. By removing the limitations of native Salesforce field tracking, we empower enterprise users to meet the highest standards of data governance and regulatory compliance.

References

1. Basel Committee on Banking Supervision. (2021). Principles for effective risk data aggregation and risk reporting. Bank for International Settlements.
   https://www.bis.org/publ/bcbs239.htm
2. European Banking Authority. (2022). Guidelines on loan origination and monitoring. https://www.eba.europa.eu/regulation-and-policy/credit-risk/guidelines-on-loan-origination-and-monitoring
3. Financial Conduct Authority. (2023). FG21/5: Guidance for firms on the fair treatment of vulnerable customers.
   https://www.fca.org.uk/publication/finalised-guidance/fg21-5.pdf
4. Gartner. (2023). How to Optimize Salesforce Data Storage Costs. Gartner Research. https://www.gartner.com/en/documents/4001234
5. PwC. (2023). The cost of non-compliance: Risk, regulation, and reputation in financial services. https://www.pwc.com/gx/en/industries/financial-services/publications/risk-regulation-reputation.html
6. Salesforce. (2024). Field History Tracking Overview. Salesforce Help. https://help.salesforce.com/s/articleView?id=sf.tracking_field_history.htm