How to view, search and interpret audit logs
Audit logs provide a record of configuration and administrative changes made in BoldSales. This KB explains how to access audit logs, search and filter results, and interpret log entries to understand what was changed, by whom, and when.
Note for non-admin users: If you don’t have access to view Manage audit logs in Setup, contact your BoldSales administrator to request the required permission.
Note for administrators: For managing permissions, refer to Managing User Permissions (Permission Set)
Accessing Audit Logs
To view Audit Logs, go to Setup > Security > Audit Logs or search for Audit Logs in the Setup search bar from the left sidebar menu.
Once the Audit Logs page opens, it shows changes made to configuration settings in BoldSales. They help you track what was changed, who made the change, and when it happened.
What users see on the Audit Logs page
Settings Audit Trail
Each log entry provides detailed information about system changes, including:
- Timestamp – The exact date and time the action occurred.
- Category – The type of record or setting that was modified.
- Action – Indicates whether the item was created, modified, or deleted.
- Performed by – The user who initiated the change and the IP address that is the source location of the action.
- Action details – This section provides a clear and detailed breakdown of what was modified during the action. It outlines the specific setting or field that changed, the previous value and the new value applied, and indicates whether the item was added, updated, or deleted. It also specifies the module or category where the change occurred, ensuring a complete and transparent summary of the exact modifications made.
Action details include:
- What was changed – the specific field, setting, label, rule, or configuration item affected.
- Where the change happened – the module or category in which the action occurred (e.g., Users, Permissions, Fields, Workflow Rules, Pipelines).
- The type of action performed – whether the item was added, updated, deleted, activated, or deactivated.
- Before and after values – a side by side comparison showing the previous state and the new state applied.
- Additional context – any associated information, such as which related item was affected or any supporting notes tied to the change.
Security Audit Trail
In addition to configuration changes, the Security Audit Trail tracks login and logout activities for enhanced security monitoring and user activity tracing.
Each entry includes:
- Timestamp – When the login or logout occurred.
- Category – Login or logout.
- Action –
Login – Indicates a successful authentication event.
Logout – Indicates a user-initiated sign out. - Performed by – Username and IP address.
- Action details – Provides additional context such as:
Login: Authentication method used (e.g., Logged in via Microsoft).
Logout: How the session ended (e.g., Logged out).
Filtering Audit logs
Users can refine Audit Log results using the Filter panel available on the Audit Logs page. This helps narrow down logs to only the entries relevant to a specific investigation or review.
Timestamp
Use Timestamp to select a specific date range.
This allows users to view audit activities that occurred within a defined time period.
Categories
Use Categories to filter logs based on the type of configuration or setting that was changed.
The available categories include:
| Category | Description | Activities Tracked |
|---|---|---|
| Users | Tracks all actions performed on user accounts to monitor access and permission changes. | Creating new users Updating user information (roles, permission sets, account details) Deleting and deactivating users Reactivating users Showing exact before and after values |
| Permissions | Captures all changes made to permission sets across the system. | Creating permission sets Updating permission set details (name, description, module access) Deleting permission sets Showing detailed before and after changes |
| Roles | Provides visibility into role creation and role assignment changes. | Creating roles Updating role names and user assignments Deleting roles Showing exact value changes |
| Teams | Tracks changes to teams used for grouping users and managing assignments. | Creating teams Updating team settings (Auto assignment, configuration changes) Deleting teams Showing updated values before and after |
| Fields | Logs all changes made to system and custom fields to track record structure updates. | Creating new fields Updating field settings (required status, visibility, create form settings) Managing field dependencies Deleting fields Activating or deactivating custom fields Showing before and after values |
| Pipelines | Tracks updates to sales and renewal pipeline configurations. | Creating pipelines Updating pipeline settings (names, configuration, fields) Deleting pipelines Showing before and after changes |
| Modules | Records updates to module naming and terminology. | Renaming module display names Updating single and multiple record names |
| Workflow rules | Logs changes to automation rules used within BoldSales. | Creating workflow rules Updating rule settings (triggers, conditions, actions, descriptions) Deleting workflow rules Activating or deactivating workflow rules |
| Sales documents | Tracks changes made to document templates and document types. | Creating document types or templates (Quotes, Invoices, Contracts) Updating document templates (name, field order, test settings) Deleting document types Showing old and new values |
| Relationship labels | Captures updates related to labels describing contact relationships. | Creating relationship labels Updating label names Deleting relationship labels Showing the exact label affected |
| Notification rules | Logs updates to system alert and notification configurations. | Creating notification rules Updating notification rule settings (triggers, mandatory settings, names) Deleting notification rules Activating or deactivating shared notification rules Showing update details (old and new values) |
| Assignment rules | Records changes to rules used for automatic record assignment. | Creating assignment rules Editing and updating conditions, actions, and assignees Deleting assignment rules Activating or deactivating assignment rules Showing adjusted fields with old and new values |
| Webhooks | Tracks changes to webhook configurations for third party integrations. | Creating webhooks Updating webhook settings (URLs, modules, headers, triggers) Deleting webhooks Activating or deactivating webhooks Showing detailed before and after changes |
| Bold Sign | Tracks updates related to BoldSign user access. | Updating assigned users Showing revoked users |
| Tax | Records all changes made to tax configurations. | Creating new taxes Updating tax details Deleting taxes Activating or deactivating taxes Showing tax name and action |
| Organisation | Logs updates to organisation level system settings. | Updating organisation settings (email configuration, auto create contacts, email integrations, unsubscribe links) Showing old and new values |
| Import | Tracks bulk data import activities into BoldSales. | Initiating imports Logging import file name when the process starts |
Actions
Use Actions to filter logs by the type of change made.
Available actions are:
- Added
- Modified
- Deleted
Performed by
Use Performed by to track changes made by a specific user.
This is useful when auditing individual user activity or reviewing changes made by a particular administrator.
Frequently asked questions (FAQs)
Can I restore deleted records from Audit Logs?
No, restoring deleted records is not supported.
How long are Audit Logs retained?
Logs are stored for the past 60 days.
Can users view Audit Logs?
Only users with the Manage Audit Logs permission can view audit logs.
