Activity Stream

You need, as an admin user, to enable Audit on the custom fields to get them captured by activity stream

Ahh perfect, thank you Andre!

Hello Ada,

I am curious if users have managed to recognize smth alike an important customer profile change, game-changing customer behavior, or some other important event - from an automatically generated stream of physical data changes?

I'd appreciate it if you share your experience since I'm confused about benefitting the stream like below, and prefer to benefit from the key events I want the system to collect for me on the Timeline

Thank you

I want to see only key changes (expected close date, ARR etc) so that I can report on it and understand deals lifecycle.

I wonder if some user changes the expected close date of other reps opp to the 2 quartal forth or e.g. removes the product from the opp, or substitutes the product item, or changes the number of the items in the opp product from 50 to 100 - how could the stream can help to get a full picture of the lifecycle per deal lets to say at the end of the week?

hi Ada Napierala
After you enable auditing for these fields, you can used SQL queries within Advanced reports to fetch data from the Audit tables.

As it seems you are mostly interesting in tracking deals (Opportunities?), another option would be to create a deal tracking custom module, that logs the changes to just those fields of interest.