History Tracking for Leads and Opportunities
The CRM system supports history tracking to maintain records of events that occur in the Lead and Opportunity components through the AAF. For example, the system can log a record if a sales manager changes the sales representative assignment for a lead. PeopleSoft Sales delivers these AAF policies that specify the details for history tracking:
|
Policy Name |
Description |
|---|---|
|
Lead Assigned To Changed |
The system logs a history record if a sales user changes the sales representative assignment for a lead. |
|
Lead Rating Changed |
The system logs a history record if a sales user changes the rating for a lead. |
|
Lead Status Changed |
The system logs a history record if a sales user changes the status for a lead. |
|
Opportunity Assigned To Changed |
The system logs a history record if a sales user changes the sales representative assignment for an opportunity. |
|
Opportunity Sales Stage Changed |
The system logs a history record if a sales user changes the sales stage for an opportunity. |
|
Opportunity Status Changed |
The system logs a history record if a sales user changes the status for an opportunity. |
When enabled, these policies are triggered when a lead or opportunity of the specified setID is saved. The framework evaluates the conditions of the policies and carries out actions for the policies that have a positive evaluation result.