Field history tracking in Salesforce is a method which can be used to track the changes associated with any particular field. It can be employed for both standard objects as well as custom objects which are specific to your company.
When associated with a particular field, the process is extremely simple; the field to track is selected and the field history is displayed in the history related list of the object. This field history data is retained for up to 18 months through the organization and 24 months via the API.
As stated above, field history of custom objects as well as standard objects can be tracked. The following is the list of standard objects whose fields history can be tracked:
Product Rules in Salesforce CPQ
There are four types of product rules in salesforce CPQ:
Price Rules in Salesforce CPQ
Price Rules are written in an if/then style. IF something is true, THEN take action in that case.
Price rules in Salesforce CPQ can be directed at the calculator in the quote line editor or the configurator. You can instruct the calculator’s evaluation event field to use the pricing rule if you target the calculator. Price rules may be directed at the configurator or the quote line editor’s calculator. If you target the calculator, the Calculator Evaluation Event field can be configured to apply the price rule before, after, during, or a combination of all three times the calculator is being used.
Price rules in Salesforce CPQ can be directed at the calculator in the quote line editor or the configurator. You can instruct the calculator’s evaluation event field to use the pricing rule if you target the calculator. Price rules may be directed at the configurator or the quote line editor’s calculator. If you target the calculator, the Calculator Evaluation Event field can be configured to apply the price rule before, after, during, or a combination of all three times the calculator is being used.
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