how to make a historic object on salesforce

Go to the Setup Screen. From the Quick Find Box, select Historical Trending. Select the objects that you want to perform Historical Trend Reporting on. You can select Cases, Opportunities, Forecasting Items and up to three custom objects. Select Enable Historical Trending.

Full Answer

What is the history of Salesforce?

What is Salesforce?

• Salesforce is a SaaS or Software as a Service, which means there is no need to install the software or server to work on. ...
• It was founded by Marc Benioff, Parker Harris, Dave Moellenhoff, and Frank Dominguez in 1999.
• Salesforce was started as a CRM software, but today it provides various products and software solutions to users and developers.

More items...

How to enable field history tracking in Salesforce?

For Custom Objects:

• Go to the ‘Custom Object Samples’ option.
• Click on the ‘Edit’ option and go to ‘Additional features.
• Enable ‘Track field history’ for Object samples.
• Click on the ‘Save’ button.
• Now go to ‘Custom fields and relationships and click on ‘Set history tracking’.

How to build Salesforce diagrams?

• Who you are. Put your logo in the top left to frame the diagram. ...
• What the diagram represents. Give your diagram a title in the provided space so it can be quickly understood. ...
• Why your audience should care. ...
• How your audience will interpret the diagram. ...

How to create lookup relationship in Salesforce?

How to create lookup relationship in salesforce?

• Step 2. : -Selecting Related to Object. Now select Child object in step 2. ...
• Step 4. :- Establishing Field Level Security for reference field. Make sure the Field level Security is visible for all profiles.
• Step 5 :-. Select the Page layout for child object field. Click on Next button.
• Step 6 :- Adding custom related lists. Click on Save button as shown above. ...

How do I turn on history objects in Salesforce?

Enable Field History TrackingFrom Setup, click Object Manager and select Account.Select Fields & Relationships, and click Set History Tracking.Select Enable Account History, then select these two fields to track: Has Support Plan. Support Plan Expiration Date.Click Save.

What is history object in Salesforce?

Salesforce stores an object's tracked field history in an associated object called StandardObjectNameHistory or CustomObjectName__History. For example, AccountHistory represents the history of changes to the values of an Account record's fields.

How do I create an object in Salesforce Classic?

StepsLog in to your Salesforce account.Click Setup at the upper-right corner.Under the Build section, click Create and select Objects.To create a custom object, click New Custom Object.Enter the name of the Custom Object in Label, Plural Label, and Object Name.More items...•

How do I add a history list in Salesforce?

Add Object history related list to the page layout....Enable Field History Tracking in SalesforceFrom the Setup tab, click 'Object Manager' and select the 'Account' option.Select the 'Fields are Relationship' tab and click the 'Set History Tracking' option within its field configuration. ... Click on 'Save'.

How do I turn on lead history?

Salesforce Classic:Go to Setup | Customize | Leads.Choose Fields.Click Set History Tracking.Tick the Enable Lead History box.Select the fields that need to be exposed on the Lead History report.Click the Save button.

Can we write trigger on history object in Salesforce?

It is not possible. You could, however, query the history objects from the parent object's trigger. For example, you have an after-update trigger on Account, from which you can query AccountHistory object.

How many ways can you create an object in Salesforce?

There are two versions of the Salesforce applications – Lightning and Classic. On both of these versions, there are two ways of creating custom objects and fields. The traditional and easiest way is through the salesforce object manager.

How many types of objects are there in Salesforce?

Salesforce supports several different types of objects. There are standard objects, custom objects, external objects, platform events, and BigObjects. In this module, we focus on the two most common types of objects: standard and custom.

How do I create a custom object in Salesforce lightning?

From the top-right corner of any page in Setup, click Create | Custom Object.Complete the fields for your custom object and configure its features.If you want to create a custom tab for the object immediately after you save it, select Launch New Custom Tab Wizard after saving this custom object. ... Save the new object.More items...

How do I create a field history tracking report in Salesforce?

Enabling field history tracking For standard objects (e.g. Lead, Account, Contact, etc), click "Set History Tracking" when viewing Fields & Relationships for a given object in Object Manager. On the next screen select "Enable {ObjectName} History" and then select the field you want to track.

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

After enabling History Tracking, a button will appear in the fields section that will allow individual fields to be selected. A new Report Type is created when Field History Tracking is enabled for an object.

Can you report on field history in Salesforce?

Salesforce Field History Tracking allows you to track changes on up to 20 fields per object by capturing the prior value, the user, and the date/time of the change. You can then run reports on the historical data to audit changes or refer back to data at a certain point in time.

How long does Salesforce keep history?

You can't keep it forever - Salesforce only keeps so much history around. Here's how that works: Last 18 months - You can access the last 18 months directly in your org via related lists, reports and SOQL queries. From 18-24 months - Salesforce retains this data but you have to use Data Loader or the API to access it.

Can you include the old and new record in a lookup field?

If you're dealing with changes to lookup fields, you likely want to include some additional data about the old record and the new record referenced by the lookup field. Unfortunately, you can't do that because the old value and new value themselves aren't lookups, they're just text with a name for the referenced record.

Does Salesforce keep track of history?

Salesforce isn't entirely consistent in how it keeps track of history for each kind of object. The vast majority of standard Salesforce objects follow the same model, but there are a few exceptions (particularly with Opportunity; see below). Custom objects also support history tracking but have a few minor differences in their history objects.