Most Salesforce connectors create significant audit trail gaps by lacking comprehensive change tracking, user attribution, and integration with Salesforce’s native audit features when updating records through Google Sheets.
Here’s how these audit gaps compromise data governance and how to implement comprehensive logging for all spreadsheet-based Salesforce updates.
Eliminate audit trail gaps using Coefficient
Coefficient provides comprehensive audit logging through full change tracking, user attribution, Salesforce integration, and timestamping that maintains complete traceability for all data synchronization activities.
How to make it work
Step 1. Enable comprehensive change tracking with timestamps.
Configure detailed logs of all data imports and exports with timestamps and “Written by Coefficient At” columns that track when data was last synced. This creates a complete audit trail for both directions of data flow.
Step 2. Set up user attribution for all operations.
Configure each action to be traced to the specific user who initiated the change. When updating Salesforce records through scheduled exports, maintain user context in Salesforce audit logs for proper change attribution.
Step 3. Implement Salesforce audit trail preservation.
Set up exports to preserve field history tracking for audited fields and trigger normal Salesforce audit mechanisms including Field History and Setup Audit Trail. This ensures compliance requirements are met with proper change attribution.
Step 4. Configure comprehensive logging for all operation types.
Enable import auditing that tracks when data was pulled from Salesforce, export auditing for all UPDATE, INSERT, UPSERT, and DELETE operations, and scheduled operation tracking for automated refresh and export operations.
Step 5. Set up error logging and notification systems.
Configure detailed failure tracking with specific error messages and affected records. Set up batch operation tracking with individual record status and integrate with Slack and Email alerts for change notifications.
Maintain complete audit visibility for Salesforce updates
Audit trail gaps create compliance risks and make it impossible to track the source of data changes in your Salesforce org. Implement Coefficient’s comprehensive audit approach to ensure full traceability and meet compliance requirements for all spreadsheet-based Salesforce operations.