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Is there any way to see the history of a Call to Action? I'd like to see a timeline of when the call to action was opened, any change in assignments, when comments were added (and by who), when the status was changed (and by who)?
If this is not possible today can I please make this a feature request?
Hey Ben,





Who added the comments and when -- this is captured already if you use our chatter integration to post comments. We can start adding ownership and status/stage changes to the same feed by enabling chatter feed tracking for these fields, like so:





      







The other option is to enable Salesforce history tracking, so that all such changes are snapshotted and stored in the Call To Action History object:





      

 





Hope this helps!

Hey Ben,

Who added the comments and when -- this is captured already if you use our chatter integration to post comments. We can start adding ownership and status/stage changes to the same feed by enabling chatter feed tracking for these fields, like so:

      

27711-q7qj49_inline.png

 


The other option is to enable Salesforce history tracking, so that all such changes are snapshotted and stored in the Call To Action History object:

      

 

22615-17x3ii1_inline.png

 

Hope this helps!

Hi Manu,

Thank you so much for sharing this. Can we report on this Gainsight object on Salesforce?

Thanks,

 


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