Understanding audit logs and their importance
Audit logs provide a detailed, transparent record of all user activities and system modifications in BoldSales. These logs help administrators track changes, monitor security events, and ensure compliance with internal policies. By maintaining a historical record of system actions, audit logs play a crucial role in accountability, troubleshooting, and regulatory adherence.
Use cases
Tracking sales document changes
Sales managers can review who modified or deleted a quote or contract in the Sales Documents category. This ensures data integrity and accuracy in client communications.
Monitoring permission updates
Administrators can track when a user’s permissions change (e.g., from Standard User to Admin). This provides transparency in access control.
Auditing automation workflows
Users can verify when workflow rules or webhooks are created, modified, or disabled. This helps ensure automated processes function correctly and alerts teams to any unintended changes.
Accessing audit logs
To view audit logs:
- Navigate to Setup > Security > Audit Logs.
- View recorded activities for the last 60 days.
- Logs are automatically recorded and cannot be modified manually.
Users can only view audit logs—no edits or deletions are possible.
Filtering audit logs
To find specific activities:
- Click the Filter button.
- Choose from available filter options:
- Timestamp – Set a date range
- Categories – Filter by workflow rules, sales documents, or user actions
- Actions – Select from Added, Modified, or Deleted
- Performed by – Search logs by specific users
- Click Apply to use filters.
Using filters helps quickly identify system events for troubleshooting or audits.
Importance of audit logs
Security monitoring
Detect unauthorized access, suspicious behavior, or potential breaches.
Monitor login attempts, permission changes, and data access.
Compliance & legal requirements
Provide evidence during audits or investigations.
Operational transparency
Track changes to workflows, user accounts, and system configurations.
Ensure accountability across teams and departments.
Troubleshooting & root cause analysis
Quickly identify what went wrong and who made the change.
Reduce downtime by isolating issues efficiently.
Best practices for managing audit logs
- Regularly review logs to detect unauthorized changes.
- Use filters to quickly locate specific activities.
- Cross-check action details when investigating issues.
Frequently asked questions (FAQs)
How long are audit logs stored?
Logs are retained for 60 days. Older logs are automatically removed.
Can I export audit logs?
No, logs can only be reviewed within the system —there is currently no export option.
Can audit logs be modified?
No, audit logs are system-generated and cannot be altered manually.
