Delay updates to Service File
If you need to make changes to the Service File program, you must use a time-based action delayed to avoid issues with updates to cloud storage. Please notify us if making any such changes and we can help advise.
Tracking Field History
We recommend tracking Field history on a handful of Service File and Contact fields. This can help resolve fringe cases that arise from strange applicant behavior. Below are links to instructions for tracking Field history on Service Files and Contacts.
Tracking Field History on Custom Objects
Service Files
- Service File name
- Program
- Applicant
- Co-Applicant
- Status
- Application Status
- Close Date
- Property
- Application Invitation
- Application Due
Tracking Field History on Standard Objects
Contact Fields
- First Name
- Last Name
- Phone
Performance Considerations
CPU Limits
Triggers, Process Builders can cascade to