Audit Trail

Complete visibility into every action taken in True Record.

Overview

The Audit Trail provides a comprehensive log of all actions taken within your True Record organization. Every merge, dismiss, configuration change, and team member action is recorded with full details.

Who Did It

See which user performed each action with their email address.

When It Happened

Precise timestamps for every action, filterable by date range.

Before & After State

View the complete record state before and after each action.

Undo Capability

Revert eligible actions directly from the audit trail.

What's Tracked

True Record logs every significant action across your organization:

Merge

Single and bulk merge operations

Dismiss

Single and bulk dismiss operations

Unmerge

Record restoration and field reversion

Auto-Merge

Automated merges from scheduled scans

Lead Convert

Cross-object Lead to Contact/Account

Transfer & Delete

Cross-object field transfers

Configuration Changes

Matching rules, survivorship policies, schedules

Team Member Changes

Invites, role changes, removals

Background Scans

Scan queued, started, completed, failed

Filtering & Search

Quickly find specific entries using filters and search.

Available Filters

By category (Data, Settings, Members, etc.)

By action type (Merge, Dismiss, Config, etc.)

By user who performed the action

By date range

By Salesforce object type

By specific record ID

Full-Text Search

Search for record names, email addresses, or any text that appears in the audit entries.

Reverting Actions

Many actions can be reversed directly from the Audit Trail.

Reversible Actions

Merge operations (recreates the deleted record)
Dismiss operations (marks the match as pending again)
Configuration changes (restores previous settings)
Acknowledge operations (unmarks cross-object matches)

Not Reversible

Lead Convert (use Salesforce's unconvert feature instead)
Actions older than retention period (snapshot data no longer available)

Tip: For merges, use Unmerge

While you can revert merges from the Audit Trail, the Merge History page offers more control. Unmerge includes field-by-field reversion preview and re-reparents related records.

Retention Period

Audit log entries are retained based on your plan and configuration.

Default Retention

90 days for all plans. Entries older than this are automatically deleted.

Enterprise Extended Retention

Enterprise plans can configure custom retention periods up to unlimited for compliance requirements.

Export & API

Export audit data for compliance reporting or integrate with external systems.

Export Formats

CSV
JSON

API Access

Use the Audit API to programmatically query and export audit data for integration with your compliance tools.

Frequently Asked Questions

Can I see who merged a specific record?

Yes! Use the search feature to find the record by name or ID. The audit entry will show who performed the merge, when, and all field changes.

How long are audit logs kept?

By default, 90 days. Enterprise plans can configure longer retention periods for compliance. After the retention period, entries are automatically deleted.

Can I export the audit log?

Yes, you can export to CSV or JSON format. The export includes all visible columns and respects your current filters.

Are failed operations logged?

Yes, failed operations are logged with the error details. This helps with troubleshooting and understanding why an action didn't complete.

Related: Unmerge & Restore

Need to reverse a merge? The Unmerge feature provides full record restoration with field-by-field control.

View Unmerge Documentation