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Using Field History to acurately track transactions

Last post 01-15-2009 10:50 AM by jgreenwald. 0 replies.
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  • 01-15-2009 10:50 AM

    Using Field History to acurately track transactions

    Answer

    Difficulty: Easy
    Time: 5 Min
    Requirements: Salesforce.com Administrator

     

    The ability to set field history is enabled for the Credit Card Processor.  This is a powerful feature than will give an accurate audit trail of all phases of a transaction.

    Field History tracking allows for users to set which fields they wish to monitor for change.  This is very useful for credit card transactions.  You want to know when statuses change and what they were before the change.  Also, you want to monitor the Transaction Code since this is the value used for Voids, Captures and Refunds.  This value is the key to the payment within the QuickBooks Merchant System and should always be tracked throughout all stages.

    So to set the Fields for Field History Tracking Navigate to the Payment Configuration within Salesforce.com (Setup > Create > Objects > Payment > Set History Tracking).  Then enable Transaction Code, Transaction Type, Status and Billing Notes and click save.

    Now History tracking is enabled for those fields.  Every time one of the values changes a new record will be placed at the bottom of the Payment detail screen under the Payment History related list.  If the related list is not visible on the payment detail screen you can enable it by modifying the Payment Page Layout.

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