Team,
Looking for a way to track the history on the CSM field within our attributes. We would like to know when a CSM is assigned and account and then if the CSM is updated or changed to another user, we would like to see when that happens as well. Is there a report or a way to create a CTA that would provide us with this information?
Best answer by meenal_shukla
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CTA is a salesforce object and the owner field can have a ‘tracking history’ option on it.
https://help.salesforce.com/apex/HTViewHelpDoc?id=tracking_field_history.htm&language=en
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If you are looking to build history tracking on an MDA object in SFDC or the Nxt version, it’s a bit more complicated. Here are some instructions:
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