Accessing History Tracking records

Non-admin users must first be provided with access to the Case Flags History Tracking object, as it is not included in Case Flags' packaged permission sets. This data is typically more useful for support managers than end users.

Best practice: To adhere to Salesforce's Principle of Least Privilege, create a dedicated permission set with Read access to the Case Flags History Tracking object rather than modifying user profiles.

 

Adding the Case Flags History Tracking related list

We recommend upgrading to Dynamic Related Lists because that allows Admins to filter and sort related records directly in Lightning App Builder without altering Page Layouts. See Salesforce Ben's Ultimate Guide to Salesforce Dynamic Related Lists for more information.

 

Step-by-Step Setup:

1. Navigate to the Lightning Record Page:
   
   

   • Go directly to Setup > Lightning App Builder and select your Case page, OR
     

   • Open any Case record, click the Setup Gear, and select Edit Page.
     
     

2. Add the Component:
   
   

   • In the left-hand components panel, search for Dynamic Related List - Single.

   • Drag and drop the component onto your desired location on the canvas.
     
     

3. Configure the Properties: In the right-hand panel, set the following parameters:
   
   

   • Related List: Select Case Flags History Tracking (FLAGS__Case_Flags_History_Tracking__r).

   • Number of Records to Display: Adjust as needed for your layout.

   • Related List Fields: Add fields in the following recommended order to capture key data at a glance:

     1. Case Flags History Number (Default)

     2. Event (for example, 'Flag Set')

     3. Action (for example, 'Email Received')

     4. Created Date

     • (Optional) Add fields like Case Status, Flag Level, or Owner to see a snapshot of those values at the time of logging. For full descriptions of each packaged field, review our Case Flags History Tracking Field Reference.
       
       

   • Sort Field: Created Date, sorted Ascending or Descending based on preference
     
     
     
     

4. Set Component Visibility (Optional):
   
   

   • To restrict access to specific users (for example, Managers or Admins) and keep the page tidy for end users, scroll down to Set Component Visibility in the right-hand panel and click + Add Filter.

   • Click Advanced and set Field to User > Profile > Name.

   • Set Operator to Equal and specify the authorized profiles.

   • Click Done, then Save and Activate the page.