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How to map fields from accounts to opportunities?
Click on ‘Mappings’ and click New to create the link between the Account Number field on Account and the Customer Account # field on Opportunity. Then choose the accountnumber field on the Source entity and the new_customeraccount field on the target entity. Click okay, publish your changes and you are finished.
How long is field history retained in Salesforce?
Field history data is retained for up to 18 months through your org, and up to 24 months via the API. Field history tracking data doesn’t count against your Salesforce org’s data storage limits. Available in: Salesforce Classic (not available in all orgs), Lightning Experience, and the Salesforce app
How to track the field history of custom objects?
You can track the field history of custom objects and the following standard objects. Modifying any of these fields adds an entry to the History related list. All entries include the date, time, nature of the change, and who made the change. Not all field types are available for historical trend reporting.
What do you need to know about field history?
All entries include the date, time, nature of the change, and who made the change. Not all field types are available for historical trend reporting. Certain changes, such as case escalations, are always tracked.
What should be in the opportunity name in apex?
The opportunity name should contain the following, each separated by a space: Account Name,Owner Last Name, Opportunity Close Date.
Who are the account teams and opportunity teams?
Getting Started with Campaigns Campaign Hierarchy Campaign Influence Campaign ROI Account & Opportunity Teams Contact Roles Opportunity Competitors Exercise: Lead Management Sales Cloud: Misc Resources Sales Cloud: Quiz Sales Cloud: Feedback Service Cloud Case Page Layouts & Status Case Escalation Rules Case Contact Roles & Case Teams
Is it better to write a trigger on opportunity?
There’s absolutely nothing wrong with SalesForceGirl’s solution, but I don’t see the advantage in creating maps when you can just query those fields directly from the opportunity. Simpler is always better imo. You can always refactor later if the need arises.