We have a field called CSM Engagement Status on the Customer Info object where a CSM selects how engaged they are with a customer. We would like to be able to track how that value changes over time. What would be the best way to capture this? I saw documentation around creating a snapshot object in Gainsight, but was interested in other potential solutions that don’t require a daily snapshot, but only capture when the value changes.
**In SFDC we are limited to the number of fields we can track history on, and have maxed out our fields, so this is not an available option.**
Best answer by john_apple
Could you incorporate that into a Health Score measure? That would keep a historical record via snapshots (weekly/monthly)