A #Data List on the Quote record page queries Quote history stored in a Big Object using a dynamic filter, and provides an action to restore the Quote from a selected version.
Overview
General Use Case
Use a #Data List to surface Big Object–based change history on a record page so users can review prior versions and optionally restore a selected snapshot.
Video Demo
Prerequisites
Required Big Object
QuoteSnapshot__b
Description__cText(255)ExpirationDate__cDateTimeLastModifiedDate__cDateTimeIndexStatus__cText(100)Tax__cNumber(16, 2)Email__cEmail(80)Name__cText(255)ContactID__cText(18)ContractID__cText(18)OpportunityID__cText(18)OwnerID__cText(18)Pricebook2ID__cText(18)RecordID__cText(18)IndexLastModifiedBy__cText(255)Downloadable Executables
Quote.Snapshot.RestoreWalkthrough
1
Pipeline - Quote.Related.DataLists
2
New Executable - Quote.Snapshot.Restore
3
Data List Settings
4
Retrieve
5
Mapping
