Salesforce historical trend reporting is a powerful tool for reporting on the basic up-to-date condition of the company and analyzing day-to-day and week-to-week changes in predictions, cases, opportunities, or values in custom objects. Anyone may quickly create essential reports using a simple drag-and-drop interface. It plays such a vital function in any business that they must be well-versed in the many options.

Let’s look at why & how to use the salesforce historical trend reporting tool.

What Is Historical Trend Reporting?

Historical Trend Reporting

Salesforce Historical trend reporting is a tried-and-true method of tracking a company’s performance through time. Sales managers might undertake a side-by-side comparison of sales pipelines between two or more different periods to track overall business progress. 

Salesforce Historical Trend Reporting helps identify deals that have been pushed back, i.e., those taking longer to close than expected. 

When Working On Salesforce Historical Topics, There Are Two Crucial Elements To Consider:

  • Each user gets access to historical fields available to them depending on the areas they have access to. If a user’s permissions change and a particular field are no longer accessible, the historical data linked with that field is also no longer accessible.
  • Any historical field’s field-level security is the same as the security of its parent field. If the parent field’s field permissions change, the permissions for the historical field change in line with those changes.

Salesforce Historical Trend Reporting is enabled by default for organizations founded after Winter ’14.

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How To Set Up Salesforce Historical Trend Reporting

We must first configure Historical Trend Reporting before creating a Salesforce Historical Trend Report.

STEP 1: To begin, navigate to the Setup Screen.

Setup Screen

STEP 2: Using the Quick Find Box, pick Historical Trending from the drop-down menu.

Quick Find Box

STEP 3: Select the items you wish to run Historical Trend Reporting and then click OK. Cases, Opportunities, Forecasting Items, and up to three custom items are available for selection—Select Enable Historical Trending from the drop-down menu.

Select the items

STEP 4: In your description, mention the quantity of data that may be used to generate Historical Trend Reports by utilizing the filters available under Configure Data. Cases, Opportunities, and custom objects may have narrowed their historical data, and the general information is picked for you regarding Forecasting Items.

Configure Data

STEP 5: Select as many as eight fields to make accessible for Historical Trend Reporting under the Select Fields section. By clicking on the Save option, you can keep track of your progress.

Select Fields section

When you activate historical trends, you’ll see a new report type when you produce future reports. For example, if historical trending is enabled in Opportunities, and you create a new report, a new report called “Opportunities with Salesforce Historical Trending” is accessible. When you activate historical trending on a new field, it is instantly included in the layout of the historical trending report.

Set Up Salesforce Historical Trend Reporting: Tutorial

When You Turn Off Historical Trends, Keep The Following Points In Mind.

  • You cannot disable historical trending on a custom field part of a published managed package in Developer Edition orgs. This is done to avoid problems during later package installs. Contact Salesforce support to disable tracking on a custom field in a Developer Edition org that is part of an unreleased version of a managed package.
  • When you disable historical trending for a field, the historical data for that field is hidden. Historical information for the area, including data produced after historical trending was turned off, can be viewed again if you re-enable historical trending.
  • By disabling historical trending for an item, all historical data and configuration settings for that Object are destroyed. Additionally, the Object’s historical trending report type and any reports made with it are destroyed.
  • When you are off historical trending for an item, all historical data and configuration settings for that Object are erased. The Object’s historical trending report type and any reports made with it are likewise erased.

1. The historical fields available to each user are determined by the areas that the user has access to. If your permissions change and you can no longer view a certain field, the history data in that field also becomes invisible.

2. The field-level security for each historical field is the same as its parent field. When the field permissions for the parent field change, the historical field’s permissions also change.

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What Are The Advantages Of Creating Salesforce Historical Trend Reporting?

  • Keep an eye on the changes in your Pipeline.
  • Deals that are below or over a specified value are evaluated.
  • Concentrate on transactions that are losing value  
  • keep track of changes in forecast amounts
  • Keep track of the case history.

Conclusion

We hope you understand what is historical trend reporting in Salesforce and how you can set it up for the benefit of your business. If you have a Salesforce project which requires assistance then do get in touch with our salesforce development team.

Frequently Asked Question’s On Historical Trend Reporting in Salesforce 

How do I run a historical report in Salesforce?

Using the Quick Find box, type “Historical Trending” and then pick “Historical Trending.” Select the historical trend reporting object you wish to use. As many as three custom objects can be selected from the drop-down menu. Please choose the option to see historical trends.

How do I find historical data in Salesforce?

Find Historical Trending in Setup. We require Opportunities in the Pipeline, so choose the Object you’d want to analyze. To save your changes, pick the fields you need and make sure the option to enable historical trending is checked. Create a new Opportunity with a Historical Trending Report under Reports > Reports.

Can you report on history in Salesforce?

Yes, you can report on historical data with reporting snapshots in Salesforce.

How do I run a report on field history tracking in Salesforce?

To run a report on field history tracking in Salesforce, you must enable field history tracking.

Author

With a decade of experience in eCommerce technologies and CRM solutions, Virendra has been assisting businesses across the globe to harness the capabilities of information technology by developing, maintaining, and improving clients’ IT infrastructure and applications. A leader in his own rights his teammates see him as an avid researcher and a tech evangelist. To know how the team Virendra can assist your business to adopt modern technologies to simplify business processes and enhance productivity. Let’s Talk.