RevOps Docs for Startups
  • Welcome
  • Getting Started
    • Quickstart
    • About LeanScale
  • Growth Modeling
    • Building a Growth Model
      • Growth Model Assumptions
      • Growth Model Approaches
      • Growth Model Segmentations
    • Sales Capacity Plan
    • Marketing Plan
    • Customer Success Plan
  • Go-to-market Lifecycle
    • Go-to-Market Lifecycle
    • Lead Lifecycle
    • Sales Lifecycle
    • Customer Lifecycle
    • Proof of Concept Lifecycle
    • Lifecycle Measurement
  • Lead Attribution
    • Attribution Overview
    • Lead Source Taxonomy
  • Measuring Metrics
    • Reporting and Data Analytics
    • Sales Metrics
      • Created Pipeline
      • Weighted Pipeline
    • Marketing Metrics
      • Lead Impact Matrix
      • CAC to LTV
    • Customer Success Metrics
      • Net Retention
    • Partnership Metrics
    • Presenting Metrics
  • GTM Tech Stack
    • GTM Tech Stack Overview
    • When To Buy New Systems
    • Driving System Adoption
    • CRM Considerations
      • User-Oriented CRM
      • Data & Reporting CRM
      • Security-Focused CRM
  • Aligning Sales/Marketing
    • Alignment Overview
    • How to Align?
    • What is an SQL?
    • Building Marketing Operations
    • Defining GTM Process
    • Interviewing GTM Leaders
    • Finding The Right Talent
  • System Demos
    • Data Enrichment
      • Clay
      • Traction Complete
    • Conversational Intelligence
      • Gong
      • Unthread
    • CPQ
      • Dealhub
      • Salesbricks
    • Data Analytics
      • RevVue
      • QFlow
  • CRM Tips
    • Salesforce
      • Create Opp from Contact
      • Validation Rules in Flow
      • Roll Up Summary Field
      • Close Date Change Counter
      • Lead Stages
      • Sales Stages
      • Customer Stages
      • Next Step Fields
      • Lead Source Taxonomy
      • Proof of Concept Stages
      • Displaying Record Information
      • Display Dynamic Lists
      • Messages to End Users
      • Create Custom Buttons
      • Tips for Data Loader
      • Salesforce Inspector Reloaded
      • SFDC Navigator for Lightning
      • Bypass Validation Rules
      • Sales Manager Notes Field
      • Renaming Fields and Objects
      • Getting Faster to Record ID
    • Hubspot
      • Disable Picklist Options
      • Create Yesterday's Date
      • Create Today's Date
  • Strategic Walkthroughs
    • Revenue Operations Flywheel
    • Post-Fundraise Playbook
    • Building Board Decks
    • Building Dashboards
      • CEO Dashboards
      • Executive Dashboards
      • Marketing Dashboards
      • Sales Dashboards
      • CS Dashboards
      • Funnel Analytics
    • ChatGPT as a Salesforce Admin
    • Sales Commission Plans
    • Building Sales Territories
Powered by GitBook
On this page

Was this helpful?

  1. CRM Tips
  2. Salesforce

Next Step Fields

PreviousCustomer StagesNextLead Source Taxonomy

Last updated 6 months ago

Was this helpful?

Next Steps Historical Field

This section will cover how to create and use custom fields and labels to track historical changes to the Next Steps field on opportunities in Salesforce.

Custom Fields

  1. Next Steps Historical: Long text area field with a maximum length of 131,072 characters. Stores historical comments added to the Next Steps field.

  2. Next Steps Last Updated: Datetime field that stores the date and time when the Next Steps field was last updated.

Custom Labels

  1. Line Break: Custom label with a value of two dashes separated by a return. Used to create line breaks in formulas.

Flow

  1. Record Triggered Flow: Triggered when an opportunity is created or updated.

  2. Entry Condition: Triggers when the Next Steps field is changed.

  3. Assignment Elements:

    • Next Steps Historical: Updates the Next Steps Historical field with a formula that includes the date, user who made the change, stage of the opportunity, and the text added to the Next Steps field.

    • Next Steps Last Updated: Updates the Next Steps Last Updated field with the current date and time.

Formula for Next Steps Historical Field

The formula for the Next Steps Historical field is as follows:

TEXT(TODAY()) & '-' & USERFIRSTNAME() & ' ' & USERLASTNAME() & '-' & TEXT(Record.StageName) & '-' & Next_Step__c & SUBSTITUTE(Line_Break_Short__c, '--', '') & Next_Steps_Historical__c

This formula includes the following elements:

  • Today's date in text format

  • First name of the user who made the change

  • Last name of the user who made the change

  • Stage name of the opportunity

  • Text added to the Next Steps field

  • Line Break custom label to create line breaks

  • Next Steps Historical field value

The formula uses the SUBSTITUTE function to replace the two dashes in the Line Break custom label with an empty value, which creates a line break in the formula.

Usage

To use the Next Steps Historical field, simply add comments to the Next Steps field on an opportunity. The comments will be automatically added to the Next Steps Historical field, along with the date, user who made the change, and stage of the opportunity.

You can also use the Next Steps Historical field to create reports and dashboards to track historical changes to the Next Steps field.