The sales team in our Salesforce organization asked for a report on object field history tracking to track the annual revenue history of the Account object field so that they could analyze the previous and current amounts of the accounts’ annual revenue.
As a solution for this requirement, I first enabled the field history tracking for the account field Annual Revenue and created a report for the history tracking of the account field.
Now, I will explain the Object field tracking in Salesforce and how to create a custom report on field history tracking in Salesforce using the report builder.
What is Object Field Tracking in Salesforce?
In Salesforce, we have a feature of field tracking where it allows us to track 20 fields per object. With the field history tracking, we can see who made the change, the date it was updated, and the previous and current values of the field.
Field tracking is generally helpful when you need to know or track the previous values of any object field. Changes to tracked fields are displayed in the Objects History Related list, and the data is retained for 18 months.
Create a Report on Object Field History Tracking in Salesforce
To create a report on object field history tracking in Salesforce, ensure that you have enabled the field history tracking for that specific object and also included the field you want to track. In this example, we will create a report on the Account object.
After enabling the field history tracking, follow the below steps to create a report on object field history tracking in Salesforce.
1. Navigate to the Setup page, click on the App Launcher, search, and select reports to access the Reports setup.
We can also navigate to the report tab from the Sales and Service applications.
2. In the reports setup, click on the New Report button.
3. In this step, select the object category and report type as (object_name) history. After selecting the category and report type, click on the Start Report button.
4. When we click on the Start Report button, the report will be generated in a new window. If you are unable to view the records in the report, go to the Filters tab, select the Show me field as My records or all records, and click Apply.
5. To select the time range of the records that you want to include in the report, click on the Edit Time field in the filters tab, then select the Range for the records.
6. Now, we can see the records of the field history tracking. Here, we can view the old and new values of the object field for which field history taking is enabled.
7. Click on the button Save and Run.
8. Enter a relevant Report Name and the Report’s Unique Name will be auto-filled according to the entered report name.
After this, enter the Report Description, select the folder for the report, and click Save.
9. When we click on the Save button, the report is saved in the selected folder. It then runs in the next window, displaying the report table.
This way, we can create a custom report on the object field history tracking report in Salesforce Lightning.
Conclusion
In Salesforce, a field history report helps analyze the changes in the object fields. I hope that by following the above steps, you will understand the process of creating a report on field history tracking of an object in Salesforce.
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I am Bijay Kumar, the founder of SalesforceFAQs.com. Having over 10 years of experience working in salesforce technologies for clients across the world (Canada, Australia, United States, United Kingdom, New Zealand, etc.). I am a certified salesforce administrator and expert with experience in developing salesforce applications and projects. My goal is to make it easy for people to learn and use salesforce technologies by providing simple and easy-to-understand solutions. Check out the complete profile on About us.
