Hi everyone! I was wondering if from a GainSight standpoint (not from Salesforce) there is a way to know who updated what fields when. The use case I'm trying ot cover is I want to know who updated the Customer Stage in GainSight and when that occured. Can this be achieved by some type of report within GainSight or we have to relay on Salesforce for this?
Thanks!
Solved
Field level audit trail from GainSight
+1Best answer by pgeorge
I've relied on Salesforce for this. In Salesforce I have set field history for many fields. It's pretty difficult to report on though. Where I have found it most useful is for changes made to the fields on the opportunity object, it has given us a great audit trail on every opp we've created in the last 12 months.
I've also used it on fields on the Customer info object
https://help.salesforce.com/articleView?id=tracking_field_history.htm&type=5
I've also used it on fields on the Customer info object
https://help.salesforce.com/articleView?id=tracking_field_history.htm&type=5
+1Hi Marcelo
Thank you for your input
We are working on bringing in field level auditing within Gainsight and it should be in in the near releases.
I will keep you posted on when it goes live.
Thanks
Preethi
Thank you for your input
We are working on bringing in field level auditing within Gainsight and it should be in in the near releases.
I will keep you posted on when it goes live.
Thanks
Preethi
+2Wish i'd thought of this! Nice!
+1Hi Lucian,
We are targetting the release for Q3.
Thank you
Preethi
We are targetting the release for Q3.
Thank you
Preethi
+5Hi Lucian,
We are targetting the release for Q3.
Thank you
Preethi
+1
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