Just by analyzing what work has already been done, we had an idea of what we needed, how to approach creating the data, and how to display it. Creating our own custom solution also helped us work around Salesforce’s 20 tracked field limit.
Why do all the work when someone has already done most of it for you?
The Solution: Flows
In order to achieve our task in the simplest, most dynamic way possible, we used Salesforce’s Lightning Flows.
We created a master-detail relationship between opportunity and a new object, Opportunity History. Here we created fields for all the data that we summarized earlier – field change, date change, new value, old value, user, and lookup to opportunity. By adding the same type of process separately for each field type, and a simple guideline for adding the required data fields, we developed an easy-to-maintain process that ran efficiently in one Flow.
While this project had the potential to burn numerous resource hours to achieve, relying on people who have already partially solved our solution saved us a lot of time. Tracking and maintaining new tools to keep in your toolbox is a good practice in any field. It will not only save you time during your next project, but allow you to work efficiently, and devote your time to your client’s additional needs.
Do you have this same need in your organization? Contact us to discover our process.