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amanda_neil
amanda_neil
Contributor ⭐️⭐️⭐️⭐️⭐️
Oct 23, 2019 12:42 AM UTC
Solved

History tracking on CSM field updates

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?

    meenal_shukla
    meenal_shuklaAnswer
    Gainsight Employee ⭐️⭐️
    Oct 23, 2019 2:54 AM UTC

    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

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    3 replies

    meenal_shukla
    meenal_shuklaAnswer
    Gainsight Employee ⭐️⭐️
    Oct 23, 2019 2:54 AM UTC

    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

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    Outplay. Outwit. Outlast.
      sai_ram
      sai_ram
      Expert ⭐️⭐️
      Jan 23, 2020 2:01 PM UTC

      @amanda_neil is your query answered? 

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      jean.nairon
      jean.nairon
      Expert ⭐️
      Aug 5, 2020 5:38 PM UTC

      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: 

       

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      Jean
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