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ben_daniels
ben_daniels
Contributor ⭐️⭐️⭐️
Dec 13, 2016 10:34 PM UTC
Question

Call to Action "History"

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)?

    3 replies

    ben_daniels
    ben_danielsAuthor
    Contributor ⭐️⭐️⭐️
    Dec 14, 2016 8:56 PM UTC
    If this is not possible today can I please make this a feature request?
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    manu_mittal
    Gainsight Employee ⭐️
    manu_mittal
    Gainsight Employee ⭐️
    Dec 14, 2016 9:46 PM UTC
    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!
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      Neha Ambapurkar
      Contributor ⭐️
      Aug 22, 2022 4:24 PM UTC

      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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