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In this business scenario we want to save an Account record’s last Category choice. To do this, we have created a custom field called Previous Category.

Whenever the field Category is changed we want the previous value to be stored in the custom field Previous Category.  We use the PriorValue function to achieve this.

Note: For this example we have created a custom field called Previous Category which has the same optionset values/numbers as the field Category

North52 BPA Solution

The North52 BPA solution works like this:

  • A formula is created that will trigger whenever the Category field is updated on an Account record
  • When triggered, the formula will update the Previous Category field with the previous value of Category 

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