Question

Call to Action "History"

  • 13 December 2016
  • 2 replies
  • 30 views

Userlevel 4
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)?

2 replies

Userlevel 4
If this is not possible today can I please make this a feature request?
Userlevel 7
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!

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