function readOnly(count){ }
Sign Up ›
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
Learn More

Browse by Topic
ShowAll Questionssorted byDate Posted
+ Start a Discussion
ShadowlessKickShadowlessKick 

Log Record on Document Open

Not sure what the best way to accomplish this task.  There is a request to log a record each time a record of a specific type is opened.  There is not a concern if it was updated.  They want to capture the document name,  the user that opened the record and a date time.  There has to be multiple ways to do this but I was just wondering what the best way to accomplish this.        
Jason Curtis NBSFDGJason Curtis NBSFDG
Did a little research, seems like there are a couple of options if you want to code. What exactly is your use case? Do you want to track views? Are all of your users Salesforce users? Can you restrict how they access the record--i.e. only give them one entry point?
Interesting app here that might be what yo
u need: https://appexchange.salesforce.com/listingDetail?listingId=a0N300000055aKGEAY

And blog post along similar lines: http://kevindotcar.wix.com/home/apps/blog/month/2012/11/page/1
 
ShadowlessKickShadowlessKick
Thank you for taking the time to respond.  The Administrators want to see who opens a document with the document name and  time date.  There is not a restiction as to how the user gets to the document(s) and the Administrators do not want to restrict them.  The Administrators just want to know who is looking, how often and what documents are being opened the most.  The app exchange would work if it were free.  I will look further into the post about the Lead.  Thanks again. 
Jason Curtis NBSFDGJason Curtis NBSFDG
Just to clarify, are you talking about "records", e.g. a specific account record on the account object, or "Documents", files that are attached either in Chatter, Content or the record itself?
ShadowlessKickShadowlessKick
Records