November 2019
Intermediate to advanced
672 pages
13h 39m
English
Content preview from Salesforce Advanced Administrator Certification Guide
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Historical Tracking Reports
We can implement this kind of insight with Historical Trend Reporting or Historical Tracking Reports. If enabled, Salesforce stores certain fields value for up to 3 months (plus the current month).
Go to Setup | Feature Settings | Analytics | Reports & Dashboards | Historical Trending and enable historical trending for opportunities and any other objects you want to track. Here, we have set up an example:
Historical Tracking Reports set up
The result is that you get a custom report type when creating a new report called Opportunities with Historical Trending (it depends on the enabled object).
Enablement can ...
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O’Reilly covers everything we've got, with content to help us build a world-class technology community, upgrade the capabilities and competencies of our teams, and improve overall team performance as well as their engagement.Julian F.
I wanted to learn C and C++, but it didn't click for me until I picked up an O'Reilly book. When I went on the O’Reilly platform, I was astonished to find all the books there, plus live events and sandboxes so you could play around with the technology.Addison B.
I’ve been on the O’Reilly platform for more than eight years. I use a couple of learning platforms, but I'm on O'Reilly more than anybody else. When you're there, you start learning. I'm never disappointed.Amir M.
I'm always learning. So when I got on to O'Reilly, I was like a kid in a candy store. There are playlists. There are answers. There's on-demand training. It's worth its weight in gold, in terms of what it allows me to do.