AdminTrack Setup Guide

Before you start

Requirements

Make sure you have the following before installing AdminTrack.

✓

Salesforce Edition

Enterprise Edition or higher, or any edition with API access enabled. AdminTrack uses the SetupAuditTrail object which requires API access.

✓

System Administrator profile

You must be a Salesforce System Administrator to install the package and assign the required permission set.

✓

Slack (optional)

A Slack workspace where you have permission to create apps or add integrations. Only required if you want Slack notifications.

Part 1

Salesforce Setup

Install the managed package, assign permissions, and activate the scheduler.

1

Install AdminTrack from AppExchange

Go to the AdminTrack listing on AppExchange and click Get It Now. Log in with your Salesforce credentials when prompted.

On the installation screen, select Install for Admins Only — the AdminTrack_Admin permission set controls access for non-admin users.

💡 Installation typically takes 1–3 minutes. You'll receive an email confirmation from Salesforce when it's complete.

2

Assign the AdminTrack Admin permission set

Navigate to Setup → Users → Permission Sets and open AdminTrack_Admin. Click Manage Assignments → Add Assignments and select any users who need access to the app — at minimum, the user who will activate the scheduler.

⚠️ Important: The user who activates the scheduler must have this permission set assigned. Scheduled jobs run in the context of the activating user, and the permission set grants the required access to AdminAuditLog__c and AdminTrackSettings__c.

3

Activate the scheduler

Open the App Launcher (the nine-dot grid icon) and search for AdminTrack. Open the app and click the Status tab.

Select your preferred Poll Interval from the dropdown — options are 5, 15, 30, or 60 minutes — then click Activate.

SCHEDULER STATUS Active

Activate Deactivate Run Now

✅ Once activated, the Scheduler Status badge turns green and shows the next scheduled run time. AdminTrack is now monitoring your org.

4

Add exclusion rules (optional)

If certain sections, actions, or users generate noise you don't care about, scroll down to Exclusion Rules on the Status tab. Select the rule type (Section, Action, or User), enter the value to match, and click Add Rule.

Matched entries are silently skipped — not stored in AdminAuditLog__c and not sent to Slack.

💡 Common exclusions: the Automated Process user for routine platform activity, or the Login History section if you only care about configuration changes.

Part 2 — Optional

Slack Setup

Connect a Slack channel so your team gets notified the moment a change is detected. This takes about 5 minutes.

1

Create a Slack app

Go to api.slack.com/apps and click Create New App. Choose From scratch, give it a name (e.g. AdminTrack), and select your Slack workspace.

💡 If your Slack workspace is managed by IT, you may need an admin to approve the app or create it on your behalf.

2

Enable Incoming Webhooks and get your URL

In your new app's settings, click Incoming Webhooks in the left sidebar. Toggle Activate Incoming Webhooks to On.

Scroll to the bottom and click Add New Webhook to Workspace. Select the channel where you want AdminTrack to post alerts (e.g. #salesforce-alerts) and click Allow.

You'll be returned to the Webhooks page. Copy the webhook URL — it looks like:

                                    https://hooks.slack.com/services/<TEAM_ID>/<WEBHOOK_ID>/<SECRET_TOKEN>
                                

⚠️ Keep this URL private. Anyone with it can post messages to your Slack channel. AdminTrack stores it in a Protected Custom Setting visible only to Salesforce Administrators.

3

Connect the webhook to AdminTrack

Back in Salesforce, open the AdminTrack app and go to the Status tab. Scroll down to Slack Configuration.

Toggle Send Slack Notifications on, paste your webhook URL into the Webhook URL field, and click Save Slack Settings.

AdminTrack will immediately send a confirmation message to your Slack channel to verify the connection.

SLACK CONFIGURATION

Send Slack Notifications

✅ If you see "AdminTrack connected successfully" in your Slack channel, the integration is working. You'll start receiving alerts on the next scheduled run.

Final step

Verify Everything Works

Use the Run Now button to trigger an immediate audit trail scan without waiting for the next scheduled run.

1

Click Run Now

On the Status tab, click Run Now. This triggers an immediate scan of the Setup Audit Trail and processes any changes since the last run.

2

Check the Audit Trail tab

Click the Audit Trail tab. If any setup changes occurred in your org recently, they'll appear here. Use the date range filter and search box to find specific entries.

3

Check Slack (if configured)

If changes were detected and Slack is enabled, a summary message will appear in your configured channel within seconds of clicking Run Now.

💡 No changes showing up? Make sure your Last Pull Timestamp isn't set too recently. Try making a minor change in Setup (like editing a custom field description) and clicking Run Now again.