Skip to main content
amanda_neil
Contributor ⭐️⭐️⭐️⭐️⭐️
October 23, 2019
Solved

History tracking on CSM field updates

  • October 23, 2019
  • 3 replies
  • 434 views

Team,

Looking for a way to track the history on the CSM field within our attributes.  We would like to know when a CSM is assigned and account and then if the CSM is updated or changed to another user, we would like to see when that happens as well.  Is there a report or a way to create a CTA that would provide us with this information?

    Best answer by meenal_shukla

    CTA is a salesforce object and the owner field can have a ‘tracking history’ option on it.

    https://help.salesforce.com/apex/HTViewHelpDoc?id=tracking_field_history.htm&language=en

    3 replies

    meenal_shukla
    Gainsight Employee ⭐️⭐️
    October 23, 2019

    CTA is a salesforce object and the owner field can have a ‘tracking history’ option on it.

    https://help.salesforce.com/apex/HTViewHelpDoc?id=tracking_field_history.htm&language=en

    Outplay. Outwit. Outlast.
    sai_ram
    Expert ⭐️⭐️
    January 23, 2020

    @amanda_neil is your query answered? 

    jean.nairon
    Expert ⭐️
    August 5, 2020

    If you are looking to build history tracking on an MDA object in SFDC or the Nxt version, it’s a bit more complicated. Here are some instructions: 

     

    Jean