I have a simple custom object that has the prices of each of our 3 products.
The price fluctuates and I want to track it from day to day so any reporting I do can capture the price as it was on the day the product was sold.
So the table for my object simply has:
- ID (auto number)
- Date (will be a formula based on createdate)
- price 1
- price 2
- price 3
I would like to set up a process builder that fires at 00:01 every day and clones the most recent record.
This way if there is a change to the price, the sales team updates it in the record for today and then that will carry forward to the record generated for tomorrow.
3 answers
Hi Alex,
Unfortunately there is no out of box option to build. But this is possible from customisation using apex controller and visualforce page.
Please refer the some examples:
https://developer.salesforce.com/forums/?id=9060G000000BiQtQAK
https://www.sfdcpanther.com/setting-up-last-viewed-by-in-salesforce/
Please Register your upvote the Idea - https://success.salesforce.com/ideaview?id=08730000000Bp9xAAC
Thanks & Regards,
Sakthivel Madesh