Data access logs and audits

Data access logs and audits in BoldSales help administrators track user activity, ensuring transparency and security. These logs allow you to monitor who accessed, modified, or deleted records, making it easier to maintain compliance and troubleshoot data changes.

Use cases

Monitoring user activity

Track who viewed or modified sensitive records.

Security and compliance

Identify unauthorized access or suspicious actions.

Investigating data changes

View old and new values when a field is updated.

Steps to view data access logs and audits

Access the logs

Navigate to Setup > Security > Audit Logs.

Use filters to refine logs

Timestamp

• Select a date range to filter logs based on when an action occurred.
• Choose a start date and end date using the date picker.
• The calendar view provides a quick selection of days, weeks, or months.
• Available predefined options include:
  • Today
  • Yesterday
  • This week
  • Last week
  • This month
  • Last month
  • Last 7 days
  • Last 30 days
  • Last 60 days
  • Custom range
• Click to Apply.

Categories

• Select one or more values from the dropdown menu.
• Click Select All to include all categories or choose specific ones from the following options:
  • Users – Logs changes related to user accounts.
  • Roles – Tracks modifications in role assignments.
  • Permissions – Logs updates to permission sets.
  • Teams – Captures team-related changes, such as new team creation or modifications.
  • Fields – Tracks updates to custom fields and form configurations.
  • Pipelines – Logs changes in pipeline structures, including stage modifications.

Actions

• Select one or more values from the dropdown menu.
• Click Select All to include all actions or choose specific ones:
  • Added – Captures when a new record is created.
  • Modified – Logs updates or edits to existing records.
  • Deleted – Tracks when a record is removed from the system.

Performed by

• Filter logs based on the user(s) who performed the action.
  • Select specific users to track their activity.
  • Click Select All to see logs for every user.

Applying filters

• Click Apply to view results based on the selected filters.
• Click Clear all to reset all filters and view the full log history.

Article suggestions

1. Configuring team data access
2. Best practices for managing user roles securely

Frequently asked questions (FAQs)

Who can access data access logs and audits?

Only Admins or users with audit logs access permissions can view logs.

Can I track changes made to a specific field?

Yes, audit logs show old value and new value for modified fields.

Are audit logs updated in real time?

Yes, audit logs are updated in real time, allowing administrators to monitor activity as it happens.