How do I track and display field history in Salesforce?
You can select certain fields to track and display the field history in the History related list of an object. Field history data is retained for up to 18 months through your org, and up to 24 months via the API. Field history tracking data doesn’t count against your Salesforce org’s data storage limits.
Which changes are always tracked in Salesforce?
Certain changes, such as case escalations, are always tracked. Salesforce stores an object’s tracked field history in an associated object called StandardObjectNameHistory or CustomObjectName__History. For example, AccountHistory represents the history of changes to the values of an Account record’s fields.
What is demos in Salesforce?
Demos give you the opportunity to showcase Salesforce to your audience, some of whom may never have seen it before. Give you the opportunity to show and tell the range of features that are available to meet your customer’s needs and to also know the possibilities.
What is the history of a custom object in Salesforce?
Salesforce stores an object’s tracked field history in an associated object called StandardObjectName History or CustomObjectName __History. For example, AccountHistory represents the history of changes to the values of an Account record’s fields. Similarly, MyCustomObject__History tracks field history for the MyCustomObject__c custom object.
2. Prep Work (Before you start building)
Participate in a discovery exercise before you prepare the demo to elicit their pain points and high-level functional needs so you can tailor the demo.
3. Building a Salesforce Demo
Add data that gives personalised touches to the client e.g. accounts or products that relate to their story.
5. Demo Run Through
Have tabs open in your browser to speed up the demo where relevant – don’t jump through journey though.
Can you deploy a picklist?
Once your new picklist values are live, you can deploy the new reports and dashboards. Make sure to adjust the time range or other filters on the reports if needed to fit your business. If you have a large sales team, consider additional filters for certain user roles or sales territories. You can also apply a filter on the dashboard that gives managers and users a big-picture view with the option to drill down into their particular team.
Do sales reps log activities?
Other sales reps aren’t logging any activities. The central team appears to have landed on some approaches that work. These kinds of insights serve as a great blueprint for other sales teams. After your sales team logs activities for a month or two, analyze the patterns, and see if any indicators of success emerge.
Why is tracking leads important in Salesforce?
Tracking leads in Salesforce is important because it helps marketers understand which channels, campaigns and keywords are driving not just leads, but high-quality leads. This data will help your team to optimise their marketing and their budget. One easy way to track leads in Salesforce is with Ruler Analytics, but we’ll get onto that shortly.
What is lead source in Salesforce?
In Salesforce, lead sources are broad buckets of data. While the contact will continue to carry the data assigned to it into their associated contacts and opportunities, this only gives you access to add data not obtain it. Campaigns meanwhile allow you to add very specific data. It could be a campaign name and date.
How many touchpoints does it take to convert a prospect into a customer?
According to Google, for low-cost products like a chocolate bar it could take as many as 20 touchpoints to convert a prospect into a customer. While high-cost products like flights could take up to 500!
Can you track leads in Salesforce?
While it is a great lead management tool, it’s hard to track your leads in Salesforce. Leads can be entered into Salesforce manually, via a list import or automatically via a web-to-lead integration.
How long does Salesforce keep history?
You can't keep it forever - Salesforce only keeps so much history around. Here's how that works: Last 18 months - You can access the last 18 months directly in your org via related lists, reports and SOQL queries. From 18-24 months - Salesforce retains this data but you have to use Data Loader or the API to access it.
Can you include the old and new record in a lookup field?
If you're dealing with changes to lookup fields, you likely want to include some additional data about the old record and the new record referenced by the lookup field. Unfortunately, you can't do that because the old value and new value themselves aren't lookups, they're just text with a name for the referenced record.
Does Salesforce keep track of history?
Salesforce isn't entirely consistent in how it keeps track of history for each kind of object. The vast majority of standard Salesforce objects follow the same model, but there are a few exceptions (particularly with Opportunity; see below). Custom objects also support history tracking but have a few minor differences in their history objects.
How long does Salesforce keep field history?
If your org was created on or after June 1, 2011 and you decide not to purchase the add-on, Salesforce retains your field history for the standard 18–24 months.
Can you create a record type on a standard object?
You can’t create a record type on a standard or custom object and enable field history tracking on the record type in the same Metadata API deployment. Instead, create the record type in one deployment and enable history tracking on it in a separate deployment.
Can you turn off field history tracking?
You can enable field history tracking for standard objects in the object’s management settings. You can enable field history tracking for custom objects in the object’s management settings. You can turn off field history tracking from the object’s management settings.
Can Salesforce update the same tracker in the same second?
In other words, if two users update the same tracked field on the same record in the same second, both updates have the same timestamp. Salesforce can’t guarantee the commit order of these changes to the database. As a result, the display values can look out of order.
Learning Objectives
Introduction
Introduce Picklist Updates
- In the previous unit, we customized the Type field on the Activity object with new values. When you initially deploy the new values in your production org, there won’t be any activities with the new values. It takes time for sales reps to generate activity records with your new options. Decide how best to educate your sales team on the updated picklist options. Are your sales reps alread…
Analyze Key Sales Activities
- Once your new picklist values are live, you can deploy the new reports and dashboards. Make sure to adjust the time range or other filters on the reports if needed to fit your business. If you have a large sales team, consider additional filters for certain user roles or sales territories. You can also apply a filter on the dashboard that gives managers and users a big-picture view with the option …
Monitor Usage
- Congratulations! Your sales team now has some great new methods to sell smarter and win more deals. As with any new feature, it’s important to monitor usage, collect feedback, and make improvements based on that data. Here are a few things you can do to ensure the success of this new functionality. 1. Check adoption of the new Type picklist values:...
Resources
- Sales Productivity—Trailhead Module Lightning Experience Productivity—Trailhead Module Administrative Reports—Salesforce Help Article Change Sets—Salesforce Help Article