Question

Call to Action "History"

  • 13 December 2016
  • 3 replies
  • 69 views

Is there any way to see the history of a Call to Action? I'd like to see a timeline of when the call to action was opened, any change in assignments, when comments were added (and by who), when the status was changed (and by who)?

3 replies

If this is not possible today can I please make this a feature request?
Userlevel 6
Badge +1
Hey Ben,



Who added the comments and when -- this is captured already if you use our chatter integration to post comments. We can start adding ownership and status/stage changes to the same feed by enabling chatter feed tracking for these fields, like so:



      





The other option is to enable Salesforce history tracking, so that all such changes are snapshotted and stored in the Call To Action History object:



      

 



Hope this helps!

Hey Ben,

Who added the comments and when -- this is captured already if you use our chatter integration to post comments. We can start adding ownership and status/stage changes to the same feed by enabling chatter feed tracking for these fields, like so:

      

27711-q7qj49_inline.png

 


The other option is to enable Salesforce history tracking, so that all such changes are snapshotted and stored in the Call To Action History object:

      

 

22615-17x3ii1_inline.png

 

Hope this helps!

Hi Manu,

Thank you so much for sharing this. Can we report on this Gainsight object on Salesforce?

Thanks,

 

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