One of the more popular posts that I’ve had is How to track the Case Age of each Status. This is one of those posts that is focused on the Case scenario, but the concept applies to many of the Objects in Salesforce. What I’ve done is create three packages:
- Case Status Age
- https://login.salesforce.com/packaging/installPackage.apexp?p0=04ti0000000YEO8
- Installation Notes:
- Add the Case Status Values to the Status Picklist on the Case Status Age Object
- Verify Permissions. End Users don’t need access to Create/Edit/Delete the Case Status Age Object.
- Add the Related List to your Case Page Layout
- Create Reports & Dashboards
- Opportunity Stage Age
- https://login.salesforce.com/packaging/installPackage.apexp?p0=04ti0000000YCVf
- Installation Notes:
- Add the Opportunity Stage Values to the Stage Picklist on the Opportunity Stage Age Object
- Verify Permissions.End Users don’t need access to Create/Edit/Delete the Opportunity Stage Age Object.
- Add the Related List to your Opportunity Page Layout
- Create Reports & Dashboards
- Lead Status Age
- https://login.salesforce.com/packaging/installPackage.apexp?p0=04ti0000000YCdU
- Installation Notes:
- Add the Lead Status Values to the Status Picklist on the Lead Status Age Object
- Update the IsClosed__c field to be TRUE for your Closed Lead Status Values
- Verify Permissions.End Users don’t need access to Create/Edit/Delete the Lead Status Age Object.
- Add the Related List to your Lead Page Layout
- Create Reports & Dashboards
These are all set for you to install. For a better understanding of how this works, please do read up on the post mentioned above. If you have any suggestions that would improve these packages, please leave a comment or message me on twitter to let me know.
In addition, I’ve decided to launch a new page to house all of my unmanaged packages that I’ll be making available. You’ll see another tab at the top of my blog called Packages that will be your go-to for this. I look forward to adding additional packages that hopefully will provide value to you!