O'Reilly logo

Salesforce Reporting and Dashboards by Johan Yu

Stay ahead with the world's most comprehensive technology and business learning platform.

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, tutorials, and more.

Start Free Trial

No credit card required

Implementing Reporting Snapshots

Can we have a report of data trending in Salesforce? Does Salesforce only report current data? Field history tracking will store old and new values whenever there is any change in the record value. To use it for trending will be too difficult, unless you export the data to an external database and analyze it with live data. You will need a business intelligence tool for this, which is not simple and cheap.

So is there any other way to store historical data so that we can easily use it for reporting? Yes, if you are using Salesforce Professional edition or higher editions, you can configure snapshot reporting to store historical data.

Just like field tracking, do not expect old historical data to be available before ...

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, interactive tutorials, and more.

Start Free Trial

No credit card required