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Audit Trail Export Dashboard

Audit Trail Export Dashboard is a Setup feature that provides a visual overview and export capability for the Setup Audit Trail, which logs the last six months of configuration changes made in the org.

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Definition

Audit Trail Export Dashboard is a Setup feature that provides a visual overview and export capability for the Setup Audit Trail, which logs the last six months of configuration changes made in the org. It allows administrators to filter, review, and export change history for compliance and troubleshooting purposes.

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In plain English

👋 Study buddy

Here's a simple way to think about it: Audit Trail Export Dashboard puts a visual layer on top of Setup changes. Charts of change volume, filter by user and section, one-click export. The page that turns 6 months of audit data into something an admin can actually scan.

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Worked example

scenario · real-world use

After a production issue where validation rules were unexpectedly modified, the admin at Apex Dynamics uses the Audit Trail Export Dashboard to filter changes by the Validation Rule component type over the past two weeks. She exports the results to a CSV file, identifies that a junior admin modified three rules on Tuesday, and works with that admin to revert the incorrect changes.

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Why the Audit Trail Export Dashboard is the admin's black box

Setup Audit Trail has always told you what changed in your org over the last six months - but historically as a flat, hard-to-filter list. The Audit Trail Export Dashboard puts a visual layer on top: charts of change volume over time, filters by user and section, and a one-click export for the lines that matter. When you need to show an auditor exactly what changed in the Profiles section last quarter, this is the page that produces the answer in minutes instead of an afternoon.

Past compliance, the dashboard is also a triage tool when something silently breaks. If a workflow that worked yesterday is failing today, the audit log is often the only honest record of what touched it, and the dashboard's filters are how you find that one Tuesday-evening change among six months of noise. Make a habit of exporting and archiving the audit trail beyond the platform's six-month window - once events fall off, no Salesforce support ticket can recover them.

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How to set up Audit Trail Export Dashboard

Audit Trail Export Dashboard is a visual overview + export tool for Setup Audit Trail — the 6-month log of every configuration change in the org. Provides filtering, searching, and CSV download for compliance audits and forensic investigations. Newer feature; older orgs use Setup → View Setup Audit Trail directly.

  1. Open Setup → Audit Trail Export Dashboard

    Setup gear → Quick Find: Audit Trail Export → Audit Trail Export Dashboard. May be named differently in older orgs.

  2. Review the dashboard's summary metrics

    Total changes / changes by category / changes by user — helps spot unusual activity at a glance.

  3. Filter by Date Range, Section, or Modified By

    Narrow to a specific investigation window. Standard filters cover most use cases.

  4. Click Export to CSV

    Generates a downloadable CSV of the filtered audit trail entries.

  5. For long-term archive: schedule recurring exports

    Audit Trail retention is 6 months by default. Build a recurring export job (manual or via scheduled report) to archive longer-term.

  6. Pair with View Setup Audit Trail for raw view

    Audit Trail Export Dashboard is the visual; View Setup Audit Trail is the raw row-by-row log. Both surface the same data.

Key options
Date Range filterremember

Last 24h / 7d / 30d / 6 months.

Section filterremember

Profile / Permission Set / Apex / etc.

Modified By filterremember

Per-user history.

CSV Exportremember

Filtered output.

Gotchas
  • Audit Trail retention is 6 months. For compliance regimes requiring multi-year retention (SOX, HIPAA, FedRAMP), build a recurring export to your SIEM / data lake.
  • Login As actions are logged with both delegator and impersonated user. Reading the dashboard requires checking BOTH columns to understand who really did what.
  • Dashboard counts may differ slightly from raw audit trail. Aggregations can roll up multiple related changes into one entry — for forensic precision, use the raw View Setup Audit Trail.
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How organizations use Audit Trail Export Dashboard

Vanguard Solutions

Quarterly Audit Trail Export Dashboard surfaces the high-risk Profile changes; security team focuses review where it matters.

Atlas Manufacturing

Compliance reviews use the export as evidence; date-bounded change history is reproducible.

BlueRiver Health

Filtering by section finds Profile-related changes during incident response within minutes.

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Trust & references

Official documentation

Straight from the source - Salesforce's reference material on Audit Trail Export Dashboard.

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