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Manage Your Quotes with CPQ
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            Set Up Tracked Fields

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            Set Up Tracked Fields

            Configure a tracked field for an approval rule. (Salesforce CPQ Managed Package)

            Required Editions

            Available in: Salesforce CPQ Summer ‘16 and later with Advanced Approvals 3.1 and later
            1. If your tracked object isn't an opportunity, add a custom lookup field for the tracked object to the Tracked Value object.
              1. From Setup, in the Quick Find box, enter Objects, then select Objects.
              2. Select Tracked Value
              3. Create a custom lookup field for your tracked object.
                For example, if your tracked field will be on a CPQ quote, create a CPQ quote lookup field.
            2. On the Tracked Field object, go to the Tracked Field field and add the value and API name of the field that you want to track.
              1. From Setup, in the Quick Find box, enter Objects, then select Objects.
              2. Select Tracked Field.
              3. From the Custom Fields & Relationships table, select the Tracked Field field.
              4. From the Values related list, click New.
              5. Enter the value and API name of the field you want to track, and then save your changes.
                For example, if you want to track the quote's partner discount field, enter SBQQ__PartnerDiscount__c.
            3. Go to the Tracked Object field and add a value and API name for the object containing your tracked field.
              1. From the Custom Fields & Relationships table, select the Tracked Object field.
              2. From the Values related list, click New.
              3. Enter the value and API name of the object containing your tracked field, and then save your changes.
                For example, if your tracked object is a CPQ quote, enter SBQQ__Quote__c.
            4. Create the Tracked Field object on your approval rule.
              1. From your approval rule, go to the Tracked Fields related list and click New.
              2. Choose your tracking type.
                • All Values: The approval rule creates a Tracked Value record for your tracked field every time the rule fires, even if the tracked field didn’t change. This also occurs if the Tracking Type field is left blank.
                • Any Change: When your approval rule fires, it creates a Tracked Value record only if the tracked field changes.
              3. Choose the tracked field.
                This is the field that the approval rule monitors for changes.
              4. Choose the tracked object.
                This is the object that contains the tracked field.
              5. Choose a record field.
                This record field establishes a relationship between the tracked value and your tracked object so that the Tracked Values related list appears on your tracked object. To establish the related list, make sure that the Record Field value uses the API name of the object referenced by the custom lookup field that you added to the Tracked Value object. For example, if your tracked value's custom field looks up to a CPQ quote, use Quote__c for your record field.
                Important
                Important While other Advanced Approval fields require the SBQQ__ prefix when referring to a CPQ package field, the record field doesn’t. For example, to refer to a CPQ quote, use Quote__c.
             
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