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Salesforce CRM Admin Cookbook

You're reading from   Salesforce CRM Admin Cookbook Solutions to help you implement, configure, and customize your business applications with Salesforce CRM and Lightning Experience

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Product type Paperback
Published in Dec 2017
Publisher
ISBN-13 9781788625517
Length 358 pages
Edition 2nd Edition
Concepts
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Author (1):
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Paul Goodey Paul Goodey
Author Profile Icon Paul Goodey
Paul Goodey
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Table of Contents (9) Chapters Close

Preface 1. Making a Picture Paint a Thousand Words... FREE CHAPTER 2. Salesforce CRM's Home Page is Where the Heart is... 3. Automating Work with Salesforce CRM 4. Improving Data Quality in Salesforce CRM 5. Implementing Approval Processes 6. Productivity Tools for Superusers and Advanced Administration 7. Extending Lightning Experience Record Pages 8. Building a Search-First-Before-You-Create Lightning Component

Creating custom field history tracking for opportunities using Process Builder

Salesforce CRM provides a standard feature called field history tracking that allows you to select certain fields with which to track and display details of the change.

Standard field history tracking enables you to select up to 20 standard and custom fields on each object and the field history data is typically retained for up to 18 months. The tracked field history is displayed in the history related list of an object and is not available for reporting.

For some use cases, this out-of-the-box feature for field history tracking may not be adequate. In this recipe, we will create custom field history tracking that has no retention period limit, more flexible reporting, and one that can be extended to track more than 20 fields.

This recipe uses the Process Builder to create a new record whenever the...

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