The Total Quote History™ is a field history tacking package for Salesforce©. The Quote History™ can utilize your solution to track changes on the Quote object.
* FREE TRIAL
- If you claim on the Web portal for a 1-month free trial license key, the full functional version of this product is available for you free of charge until the end of the free trial period for which you registered.
- The full functional version of this product is available for you free of charge on any kind of sandbox and playground environment without claiming or using a license key.
| Feature | Capability |
|---|---|
| Maximum number of tracked fields | Unlimited |
| Tracking long text values | Yes |
| History items remain after 2 years | Yes |
| Storage usage | Uses attachment storage |
| Configure without sysadmin permission | Yes |
| Specify permission for users | Yes |
| Respects field level security | Yes |
| History is available after record deletion | Yes |
| Tracking record recreation | Yes |
| Import History | Yes |
| Different visualizations | Yes |
| Create standard reports | No |
| Bulk ready | No |
Its capabilities are the following
- Tracking all changes on the Quote object.
- The maximum number of tracked fields per object is not limited.
- Tracking changes on formula fields is partially supported. Change is not recorded if a formula value is changed by a cross-object field reference.
- Field Histories won’t be removed after 2 years.
- Tracking long text fields is supported.
- Users with permission set can manage the package.
- Respects the field level security.
- Histories are available after record deletion.
- Record deleting and undeleting is visible in the history.
- History Import/Export is supported.
The component can be placed on the record page
The Quote History™ configuration is really easy.
The Quote History™ can be configured in 3 different ways
Tracking All available fields: All field change will be recorded.
Tracking selected fields: The specified lists of fields will be recorded.
Tracking all without excluding fields: The specified lists of fields won’t be recorded.
Extra capabilities
Configuring showing modes
The field history tracking can be shown in 4 different formats, like related list and data table.
Storage customization
The field history tracking can be configured how use the storage, how to split the files
See also
Limitations
- Tracking changes on formula fields is partially supported. Change is not recorded if a formula value is changed by a cross-object field reference.
- The report builder is not supported.
- Mass record change can hit the governor limits.
- API Hard Delete is unsupported.
Pricing
$495
Per Salesforce Organization