Customer History object

Hey Jeff,

Would enabling History Tracking on the CustomerInfo object as well as specific fields on that object suffice?  You can currently do this and then report on it.

Thanks
Scott

Agree - that would be my first suggestion.  Reporting, however, is limited for seeing this in Gainsight reporting.

Thanks for the suggestion! (My Salesforce novice status is showing 😉 )

If this is unable to be used by reporting though, how would we be able to view/use it?

You can report on this, however there are limited fields available.  In a demo org, I set this up and then created a report.  Here's a sample output.  Also, SFDC allows a max of 20 fields for tracking, so that may be a consideration as well.

Make sure "Enable Reports" and "Track Field History" is on for Customer Info.  

Don't forget to use Data Spaces to combine data from the history object with the parent. 

Scott - any idea what permissions I need to be able to surface the "Set History Tracking" button?  Our SFDC team created me a developer sandbox, and I have full admin access there, but this button does not appear.   I asked our SFDC team and this was the response:

"You have that permission [Customize Application] as part of being a member of the admin profile (I've double checked). I suspect the real reason you can't do what you're trying to do is because JBCXM_Customer_Info_c is part of a managed package. We do not have any rights to the object other than the ability to add new fields to it, and this is probably why that option is not appearing."

Hey Jeff,

Do you have field history tracking enabled on CustomerInfo? This option should show up when you 'edit' the object:

Thanks,
Manu

Yes, discovered this yesterday. thanks Manu

I LOVE Data Spaces Karl.