Salesforce: How to Build Custom Field History Tracking
In this video, I will be showing you how you can create a custom field history tracking object. The native field history tracking in Salesforce allows up to 20 fields to be tracked.
When Field Audit Trail isn't enabled, field history data is retained for up to 18 months, and up to 24 months via the API.
If Field Audit Trail is enabled, field history data is retained until manually deleted. You can manually delete field history data at any time. Field history tracking data doesn’t count against your data storage limits. (From Salesforce documentation).
What you need to achieve this is:
An object you would like to track field history (Bug object for reference) Create a custom object to store these field history values (bug history object for reference)
Ensure there is a lookup relation between these objects.
An after-save record triggered flow to submit the changes.
For the custom field history object you can use a text data type field for most of them since will be used to track and store field changes.
Field History Tracking
https://help.salesforce.com/s/article... Create
Unable to Report on Field History Tracking of an Object
https://help.salesforce.com/s/article...
Report on Field History Tracking for Detail Object in Master-Detail Relationship, Upvote this!
https://ideas.salesforce.com/s/idea/a...
Reporting Snapshots
• Salesforce: Reporting Snapshot Overview
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Time Stamp
00:00 - Intro
00:36 - Issue about reporting on detail object history
02:10 - Object relation overview example - Prereq
02:58 - Fields needed for field history tracking
04:05 - Flow Creation
04:35 - What object and how will this trigger?
06:13 - Adding a decision element
07:05 - Adding Create record element
10:10 - Copy and paste elements. Change labels.
12:03 - Completed flow appearance.
12:30 - Test and Debug
14:05 - make sure to add related list to the object
15:24 - Live testing on record.
16:29 - Look over the flow again.
17:09 - Outro, Check out the description