US Admin Office Hours (Tuesday session) - 09/06/22 - 1 pm PT / 2pm MT / 3pm CT / 4pm ET - Pre-session Thread

I’d use low-volume @ACT -- just in case you have to tweak a record at some point, etc.

TY Scott:)

Hey @sdrostgainsightcom - I noticed that your description in the pdf is a little different than what is displayed in the “Field Tracking” fields pic. For instance, you mention that the “Date of Change” field should be DateTime but the pic shows Date and you mention that “Field Name” should be Text but the pic shows String. Should I just go by the pic?

Depends whether you want to track multiple updates in a given day . . . the screenshots are for a 1-off I did in my Dev org for a specific purpose, so the writeup may be closer to standard.  At least in this case I’d recommend a date/time.

Got ya, thanks Scott:)

@sdrostgainsightcom thank you for the PDF guidance on the Field Tracker!
I’ve messed up somewhere and now am stuck on the filter step to identify changes to the field. I’m not able to filter for Current CSM Health not equals New Customer Stage:
 

Could you advise? Thank you so much!

EDIT: I think it’s because Current CSM Health is a picklist. Not sure how to adjust that to string since it came from the original Company fetch and isn’t a field I created in the new “Field Tracker” object.

Hello @taylorklekamp -- you will indeed have to create a new field in the Field Tracker for tracking the Picklist - there currently is not a way to convert a picklist value to a string within the rules engine, so tracking a bunch of different picklists on Company means you have to create a new Picklist field in the Tracker object for each of the fields you are tracking to match it.  

The good news is that you already have the Picklist choices themselves set up - just have to point the new field to the same Dropdown category as the Company field.

Hope that helps - jump on today’s Office Hours if you have any questions - just posted the new thread for it!

Scott