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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?

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


@amanda_neil is your query answered? 


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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