How can we track changes on an opportunity?

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Posted on by maurice.renz

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Hello,

we're having some issues with tracking changes on an opportunity. Usually the field "Changed on" displays the last time changes on an opportunity are made. The problem is, that attached activities do not affect that field. So we can not check if the opportunities are being worked on or not.

Basically, we need a way to record times when activities are linked so we know that the opportunity is actively being worked on.

Thanks for your help!

Kind regards,
Maurice Renz

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Alex Fun Wei Jie 33,626 on at

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RE: How can we track changes on an opportunity?

Hi,

you means when attach something into notes?
maurice.renz 202 on at

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RE: How can we track changes on an opportunity?

Hello Wei Jie Fun,

thank you very much! That was working. Is there also a possibility to modify the workflow, that I can also update the field, when the attached activity gets modified?

Kind regards,

Maurice
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Alex Fun Wei Jie 33,626 on at

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RE: How can we track changes on an opportunity?

Hi,

below is my demo

Account and phone call

I created a new field

Create a workflow

you see the field is updated.

but if you create phone call via social panel

nothing is updated, because the phonecall is completed as soon as you created.

so , add one more check.

Conclusion

- the record's modfiedon is updated too.

- it is not necessary to create a custom field, you can update any unused field in opportunity .
maurice.renz 202 on at

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RE: How can we track changes on an opportunity?

Hello,

thanks for your replies. I already thought of a workflow but I'm kind of new to workflows. Do you have an example of a workflow that could help me with my task?

Thank you very much.

Kind regards,

Maurice
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gdas 50,091 Moderator on at

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RE: How can we track changes on an opportunity?

Hi Maurice ,

I think the best way if you write a plugin which will trigger when you associate any activity or when any changes happen means update of plugin and set the Changed On datetime value.

Hope this helps.
Ruben Raposo 60 on at

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RE: How can we track changes on an opportunity?

Hi Maurice,

We had a similar requirement.

On our case the customer want's to know the last time that the sales guy interacted with the customer regarding the opportunity or vice-versa.

To achieve that, we've created a new datetime field on the Opportunity, then we've created a Workflow, e.g. regarding the email entity where we keep the "Created On" value and put it on field created on the Opportunity.

Please mark if this answer helps. :)

BR

Rúben Raposo
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Alex Fun Wei Jie 33,626 on at

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RE: How can we track changes on an opportunity?

Hi,

if you refer to the activities : Phone call, task , appointment and etc

you can create a field in opportunity as date time, and trigger the workflow to update the field when activity is created.