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Can we create report on history object?
After enabling History Tracking, a button will appear in the fields section that will allow individual fields to be selected. A new Report Type is created when Field History Tracking is enabled for an object. Use this to see the field’s history of changes.
How do I create a custom report history in Salesforce?
- From Setup, enter Object Manager in the Quick Find box, then select Object Manager.
- Click the custom object, and click Edit.
- Under Optional Features, select the Track Field History checkbox.
- Save your changes.
- Click Set History Tracking in the Custom Fields & Relationships section.
- Choose the fields you want tracked.
Can you Report on history in Salesforce?
A reporting snapshot lets you report on historical data. They can then schedule when to run the report to load the custom object’s fields with the report’s data. Reporting snapshots enable you to work with report data similarly to how you work with other records in Salesforce.
What is historical trending in Salesforce?
Historical Trend Reporting is a niche reporting feature available on Salesforce. It allows for reporting on the standard up-to-the-minute state of the business as well as analyze day-to-day and week-to-week changes in forecasts, cases, opportunities, or values in custom objects.
How to track the field history of custom objects?
You can track the field history of custom objects and the following standard objects. Modifying any of these fields adds an entry to the History related list. All entries include the date, time, nature of the change, and who made the change. Not all field types are available for historical trend reporting.
How to create a custom record type for the opportunity object?
Step 1. Click the gear icon and select Setup. Step 2. Go to Object Manager, enter text ‘Opportunity’ in the search bar, and click Opportunity. Step 3. In Opportunity Object Manager, click Record Types and then click New. Step 4. Enter Record Type Label and Record Type Name.
What are the history objects in Salesforce.com?
Most of the standard Salesforce objects are paired with history objects designed to support field history tracking. These standard history objects are all named {ObjectName} History (e.g. LeadHistory, AccountHistory) and have the same standard structure: The Id of the record that changed.
How to create Salesforce Records type for custom objects?
Record types allow you to define different sets of the values that are chosen for the picklist, which means you can make the picklist customized with the help of Salesforce record types. They help the user to implement custom business processes.