Use this field to track the customer credit recheck status or value on Sales Order records. It gives admins a stable field for saved searches, forms, approvals, and automation rules.
Key fields
Field
What it means
Where the value comes from
Customer Onboarding Controls Review Date
Stores the value used by Customer Onboarding Controls
User entry, workflow update, or script update
Behavior
Area
Setting
UI access
Available on selected forms
Search/list visibility
Available for saved searches
Store value
Yes
Record type
Sales Order
Operational notes
Review saved searches before changing the field label or default value.
Check scripts and workflows linked below before changing validation rules.
Keep the field visible on forms used by the process owner.