Customer Info Field History Tracking

  • 26 November 2019
  • 2 replies

Userlevel 1
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  • Team Captain
  • 30 replies

We have a field called CSM Engagement Status on the Customer Info object where a CSM selects how engaged they are with a customer. We would like to be able to track how that value changes over time. What would be the best way to capture this? I saw documentation around creating a snapshot object in Gainsight, but was interested in other potential solutions that don’t require a daily snapshot, but only capture when the value changes.

**In SFDC we are limited to the number of fields we can track history on, and have maxed out our fields, so this is not an available option.**


Best answer by john_apple 26 November 2019, 19:37

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Userlevel 6
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Could you incorporate that into a Health Score measure? That would keep a historical record via snapshots (weekly/monthly)



Userlevel 7
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I love @john_apple ‘s suggestion! Definitely sounds like a health score related metric. Even if weighted at 0%, it’s a dimension of health that is worth tracking.