Salesforce Advanced Administrator Certification Guide

Reporting Snapshots

Besides Historical Tracking Reports, Reporting Snapshots is another feature that we can implement when we want to report data in a deeper and more customized way.

With Reporting Snapshots, you can map tabular or summary reports to a custom object so that you can work on a report's results in the same way as you would work with any other Salesforce object.

When I was first introduced to Reporting Snapshots, they appeared to be magical—at least from my junior developer point of view. I used them to track day-to-day status changes on changing records on our customer business flows.

For Reporting Snapshots to work, we need a custom report where all the required columns will be tracked, a custom object where the tracked data ...