Skip to main content
Question

Call to Action "History"

  • December 13, 2016
  • 3 replies
  • 83 views

ben_daniels
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
  • Author
  • Contributor ⭐️⭐️⭐️
  • December 14, 2016
If this is not possible today can I please make this a feature request?

manu_mittal
Forum|alt.badge.img+3
  • Gainsight Employee ⭐️
  • December 14, 2016
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,