Contents
How do I pull historical data from Salesforce?
Go to Setup and search for Historical Trending. Select the Object you want to report on, for the Pipeline we need Opportunities. Select the fields you require and ensure you select Enable Historical Trending, then select Save. Go to Reports and create a new Opportunities with Historical Trending Report.
How do I query account history in Salesforce?
In Salesforce Classic, run the Account History report:
- Go to Accounts tab in Home Page.
- Scroll to the bottom of Accounts page and under Reports related list, click on Account History Report.
- Customize report according to your requirements.
- Click on Run Report button.
What is report Snapshot 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.
Why do you need a historical snapshot in Salesforce?
A Reporting Snapshot lets you to report on historical data, and captures and stores data at a specific scheduled time over a period of time. The historical reports are invaluable to every business to make decisions about the health of their business.
How to create a reporting snapshot in Salesforce?
By creating an Analytic Snapshot, You are specifying a time and frequency for your source report to run and then be saved in the Custom Fields you created moments ago. 9. Go to Setup and enter “Reporting Snapshots” in the Quick Find box, then select Reporting Snapshots. 10. Give your Analytic Snapshot a name.
When to use historical trend reporting in Salesforce?
Since the winter of 2014, Salesforce has activated Historical Trend Reporting as a default setting. You can utilize this special report to explore highlights and/or changes between 5 snapshot dates. Additionally, you can use up to 4 historical filters for a more focused analysis.
How to schedule reporting snapshot for historical data?
Schedule Reporting Snapshot: To schedule the snapshot, select the ‘Email Reporting Snapshot’, if necessary. Next, for the ‘Scheduled Run’, we have to choose the following: Frequency – Daily or Weekly or Monthly. Start and End Date – Start Date and End Date for the scheduling. Preferred Start Time – Exact start time for the schedule to run.