Say you want to track the history of a field in your appointments because sometimes your team makes changes and you need to know who made the change and when - plus the before and after values. You can do all that within Salesforce! Here's how-
In this example, we'll show how to track the history of the Service Provider. So if someone on your team is changing appointments around from one SP to another, you can track it.
You can track the history of Service Providers (or any other fields) in your Appointment Detail records in Salesforce by turning on "Field History Tracking" in Salesforce setup.
Here is an article on how to enable that Salesforce feature:
The field you will want to make sure you're tracking in order to meet your goal of tracking the original Service Provider is the field labeled "Service Provider's Name"
Here is how you turn on Field History Tracking for that field:
Step 1: go to Setup then Object Manager and find Appointment Detail
Step 2: click Edit on Appointment Detail
Step 3: Look under "Optional Features" and tick the box next to "Track Field History" (note that this is not the final step)
Step 4: Two more things before it actually starts tracking - you must set which fields you want to track.
Go to the Appointment Detail object in the Object Manager and click on "Fields and Relationships"
Then click on the top right where it says "Set History Tracking"
Step 5: set which fields you want to track
In this example, where we want to track the Service Provider, we need to select two fields.
Service Provider Name will only show that the name has been changed and the date it was changed since this field can be pretty large...
Primary Service Provider ID will show the history of the previous Service Provider's Salesforce ID. using that ID, you can find the previous Service Provider if the name has changed.
Hope that helps!
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