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 ...

Get Salesforce Advanced Administrator Certification Guide now with the O’Reilly learning platform.

O’Reilly members experience books, live events, courses curated by job role, and more from O’Reilly and nearly 200 top publishers.