New to salesforce. I have a custom object Publisher that is related to the Account object. Whenever an Publisher is changed for an account I would like to keep an history of who the old Publisher was for the account and perform a few clean up actions. To that extent I thought of the following steps. Would be great if someone could point out any issues with this approach or is this the standard approach.
- Create a custom object called PublisherHistory with Account, Publisher, DateArchived (and other related fields)
- Create a trigger on upsert of the Account object
- Whenever the publisher on the account object changes create a entry for a custom object PublisherHistory
- Perform other actions
Is this an approach that is recommended. Any suggestions would be appreciated.