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.