How does Salesforce Track Field history?
Salesforce starts tracking field history from the date and time that you enable it on a field. Changes made before this date and time aren’t included and didn’t create an entry in the History related list.
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.
Why track your customers’ assets in Salesforce?
By tracking your customers’ assets in Salesforce, you can easily view and log each asset’s purchase timeline, maintenance history, and more. You can associate assets with various Salesforce records in addition to products. You can also create hierarchies of assets to represent those not-so-simple products.
What can you do with your Salesforce accounts?
With Salesforce, your account management will become significantly more convenient. Below, we recap those valuable things you can do with Salesforce accounts: Consolidate all target accounts in one place. Eliminate paper-based account management. Quickly create new accounts. Maintain account consistency.
What is warranty item?
Use warranty items to record details of the labor, parts, and expenses, along with any exchange options, that are provided to rectify issues with products sold or installed. Create standard warranties for products and product families and, for products you install, record details of additional or extended warranties along with exclusions and void terms.
What does an asterisk mean in a warranty?
A warranty term is linked to a product warranty term to define the standard warranty offered for a product or product family. When a product is installed, asset warranty term details are created from the standard warranty.
Learning Objectives
Create assets in Salesforce to represent customers’ purchased products.
What Are Assets?
An asset in Salesforce represents a specific purchased or installed product. For example, if you sell robots, you can create a Robot product in Salesforce, and then create multiple assets representing the robots you’ve sold. Each customer’s robot would be tracked in its own asset record that’s linked to the Robot product.
Housekeeping
Before you get started, let’s take care of a few chores to make sure everything goes smoothly.
Create an Asset
Ursa Major Solar, a supplier of solar energy components, is getting new customers every day. Its solar panel systems are selling like hotcakes, and the company’s founder and CEO, Sita Nagappan-Alvarez, needs a way to track her customers’ products in Salesforce. She hears that assets might be just what she needs.
Replace an Asset
So, what happens if a customer’s asset needs to be replaced? Whatever the reason, Salesforce has your back! You can add the new asset to the customer’s account in Salesforce, and link the old and new asset for tracking purposes.
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 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.
How to manage Salesforce accounts?
With Salesforce, your account management will become significantly more convenient. Below, we recap those valuable things you can do with Salesforce accounts: 1 Consolidate all target accounts in one place. 2 Eliminate paper-based account management. 3 Quickly create new accounts. 4 Maintain account consistency. 5 Easily describe a company’s hierarchy and relationships with its subsidiaries. 6 Assign account owner and account teams for a more effective business communication. 7 Track top accounts to prioritize sales and marketing activities on them, etc.
What is Salesforce account object?
Salesforce account object allows you to store the following data points: Besides, each Salesforce account record is supported by information from other tabs (contacts, opportunities, cases, activities, etc.) so that you can not only take a quick view from the top, but also easily drill down into the details.
Can you use person accounts in Salesforce?
When it makes sense to enable person accounts in Salesforce. If your company sells primarily to individual customers (online shoppers, gym members, vacation travelers, etc.), you may wish to use person accounts instead of or along with business accounts.
When you need to outsource, contractors help, but how do you manage field service contractors and still deliver great customer service?
Whether it’s due to staffing shortages, widening service area coverage, increasing availability during peak seasons, or reducing labor costs, companies often outsource field service to third-party contractors. With that, of course, comes an array of challenges and unknowns. These may include:
Gain greater visibility and control with connected field service
Service providers can leverage a contractor management solution that gives internal teams and field service contractors a complete view of services and job status. This ensures brand and service consistency, while leveraging the service capacity elasticity provided by contractors.
Track job progress with real-time insights
With a connected field service solution, service providers receive real-time updates of each job status.
Unify the customer experience and increase service levels
Connectivity provides opportunities to optimize the entire customer experience. When field service management teams use a connected field service solution, it’s easier to deliver a consistent experience and protect brand reputation, whether it’s a full-time employee or outsourced mobile worker who serves your customers.
Grow despite mobile workforce challenges
Many service providers are coping with a shortage of technical workers. The population is aging and tradespeople and other technicians are retiring in droves. In fact, according to the United Nations Department of Economic and Social Affairs, 1 in 6 people in the world will be over the age 65 by 2050, up from 1 in 11 in 2019.
