Use this link to share with your colleagues:
Awesome Admin: History Tracking: https://help.pm.leapevent.tech/a/1570654
Are you struggling with database management? Training new users and looking for ways to help them succeed? Having trouble pinning down where mistakes are happening? History tracking is a useful tool for these scenarios. Join us for a look at the two different tracking options available, and a discussion of when to use each.
This webinar is geared toward the PatronManager Admin(s) at your organization.
We recommend setting the video quality to 720p (click on the gear at the lower-right of the embedded video) and watching the video in full-screen mode, if possible.
Additional resources
PatronManager resources:
- Introduction to the PatronManager Admin Certification Program
- All About the Client Community
- Chatter: The Best Tool You're Not Using
- Enable and Configure Virtual Events (with VOD File Feed Tracking)
- Page Layouts: Change the Way Your Accounts, Contacts, and Donations Look
Salesforce resources - Chatter Feed Tracking:
- Salesforce Help article: Chatter Feed Tracking
- Trailhead module: Enable Chatter Feed Tracking
Salesforce resources - Field History Tracking:
- Salesforce Help article: Field History Tracking
- Trailhead module: Enable Account Field History Tracking