function readOnly(count){ }
Sign Up ›
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
Learn More

Browse by Topic
ShowAll Questionssorted byDate Posted
+ Start a Discussion
GALPEMARGALPEMAR 

Change of Record Owner Log

I need to show the user the history of Record Ownership changes that had happened for Accounts, Contats & Opportunities.

The end user would like to have the history of the Ownership of the record in a similar format that the history of change of stages in opportunites.

Any ideas or sugestions on how to do this....

Regards

 

GlennWGlennW

You could try this:

1. Create a custom object called "Ownership History" that will be linked to the account object and will contain the owner name and time of change

2. Create a rule for changes that will trigger an email alert that will send information including the AccountId field and new owner to a specific email address.

3. Create an application that will scan the incomming emails and then create a new "Ownership History" object for the accountID that is given in the email.

OR.....

Use the 3.0 API and the "GetUpdated" search criteria and create a tool that will run once a day that will

  • Find the accounts that have changed
  • Find the "Ownership History" records for these accounts
  • Determine if an ownership change has occured and if it has create a new "OwnerShip History" object

You would in this case have to create an initial OwnerShip History object for each account in your salesforce database.

Cheers;
GlennW glenn.wilson@demandtools.com

 
GALPEMARGALPEMAR

Hi Glenn,

Thanks a lot for your answers !

They are going to be very usefull for us.  I will keep you posted on the results.

Marcelo