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CHACKO Cherian
Add field to an account that can be tracked monthly
Can somebody help with the below issue
I need to add 5 fields to a sales rep account. The fields are
------------------------------
Month | Match Earning | Bonus
-----------------------------
Jan | $50 | $160
Feb | $70 | $150
I was able to add to add the fields. But was not able to find how to track the changes on the monthly basics?
Thanks
I need to add 5 fields to a sales rep account. The fields are
- Bonus (currency)
- Elite Joining Date (date field)
- Match Amount (Currency)
- Match Earning (Match Amount * 2)
- Total Stash (Bonus + My Stash + Match Earning)
------------------------------
Month | Match Earning | Bonus
-----------------------------
Jan | $50 | $160
Feb | $70 | $150
I was able to add to add the fields. But was not able to find how to track the changes on the monthly basics?
Thanks
First you need to set the History tracking for this field in the object. Then you do a report on Field History of that particular object.
Thanks