Creating custom field history tracking for opportunities using Process Builder

Salesforce CRM provides a standard feature called field history tracking that allows you to select certain fields with which to track and display details of the change.

Standard field history tracking enables you to select up to 20 standard and custom fields on each object and the field history data is typically retained for up to 18 months. The tracked field history is displayed in the history related list of an object and is not available for reporting.

For some use cases, this out-of-the-box feature for field history tracking may not be adequate. In this recipe, we will create custom field history tracking that has no retention period limit, more flexible reporting, and one that can be extended to track more than 20 fields.

This recipe uses the Process Builder to create a new record whenever the tracked opportunity fields change and this data is stored in a custom object.

Getting ready

Carry out the following steps...